Account Planning Modernization for a $550M Chicago-Based Global Digital Transformation Firm
Discover how Draup helped a leading services organization strengthen account planning, improve sales planning discipline, and sharpen strategic account focus.
~4,000
Employees
$500M+
Revenue
IT Services
Industry
Chicago
Headquarters
About the organization
The organization is a global digital transformation firm that brings together strategy, experience design, cloud engineering, data, and AI. Through agile delivery and deep industry expertise, it helps enterprises modernize platforms, accelerate innovation, and build scalable, customer-centric solutions that drive measurable business impact across global markets.
We use the platform for account intelligence, strategy sessions, outreach programs, and sales campaigns as a baseline for shaping our customer propositions. It helps us have conversations that are relevant to the customer, rather than pushing what we want to sell, and that balance is critical for us.
Anand Chandra
SVP Financial Services
The Core Challenges
Data Reliability
The sales organization struggled with inconsistent and unvalidated account data, reducing confidence in insights and weakening account planning decisions.
Secure Insight Sharing
Sensitive client and account information required strict governance, making it difficult to share insights broadly while maintaining confidentiality and control.
Account Prioritization
Without structured intelligence, teams found it difficult to identify, validate, and prioritize new target accounts, slowing expansion, and impacting sales planning effectiveness.
The Solution
Enterprise Software
DEALS
ACCOUNTS
TECH STACK
SERVICE PROVIDERS
KEY EXECUTIVES
The image is for representational purpose only.
01
Account Intelligence Framework
Established a single, trusted view of target and existing accounts to support consistent account planning and strategy discussions.
02
Insight-Driven Sales & Outreach Planning
Enabled sales and SDR teams to plan outreach and customer conversations using curated, industry-aligned account insights.
03
Validated Data Access & Governance
Provided controlled access to trusted account data, balancing ease of use with confidentiality and governance requirements.
Outcome
8M+
Buyers Profiles
322K+
Outsourced (GSI) Workflows
1B+
Job Descriptions
33
Industries
15K+
Service Providers
180K+
Technology Solutions
1.6M+
Accounts Priorities
1.7M+
Companies
Sales intelligence, contextualized to the account, the buyer, and the moment.
Analyzing 1B+ data points daily from 100K+ sources
8M+
Buyers Profiles
322K+
Outsourced (GSI) Workflows
1B+
Job Descriptions
33
Industries
15K+
Service Providers
180K+
Technology Solutions
1.6M+
Accounts Priorities
1.7M+
Companies
.svg)
.svg)
