Jive’s CFO Maintains Pulse on Sales Performance with Anaplan

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Jive Software (Nasdaq:JIVE) is a leading global Social Business Company in the world. The Palo Alto based business brings social technology innovations from the consumer world into enterprises securely and at scale, changing the way work gets done. Jive’s integrated social platform combines the power of big data, enterprise integrations and social collaboration technologies to provide a unified solution to millions of people at the world’s largest companies to transform their businesses.

The Issues
Jive secured its status as the fastest growing Social Business Company in the industry by doubling the size of its workforce. Throughout this period of rapid growth and expansion, Jive relied on a variety of technologies to handle their sales forecasting process. But, with the very structure of the business changing almost daily, Jive’s idiosyncratic system has struggled to keep up.

“Everything was disjointed,” says Senior Financial Analyst Scott Kempton. “We were doing quota management in Excel, bookings and sales in SalesForce, and pipeline analysis in Cloud9 Analytics, so we could never get all the information into one central system.” Jive’s multi-tool approach was the source of several issues: The executive team had poor visibility into the sales opportunity pipeline, all data updates involved a tedious and cumbersome transfer process from salesforce.com to Excel pivot tables, and, when changes of any kind needed to be made. “You just crossed your fingers and hoped that the system wouldn’t break,” says Kempton.

The Results
Within days, members at every level had noticed immediate results. Anaplan facilitated a better, richer conversation at Jive, giving them the confidence and reliability they’d been
searching for. “It really helps us speed up the process, cut through the crap, and just get into the detail to understand which deals we need to win in order to make the quarterly goal,” says Kempton. Now, instead of bickering about what the number is, Jive employees spend their time discussing how to get there. Read more here>>

Jive Case Study

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