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San Francisco, CA
number of employees
1,001 - 5,000
industry
Planning & Forecasting Software
Teams Using Ombud:
PreSales, Solutions Consulting, Field Sales, Various SME Groups
  • 53% of content is created from previous, curated responses
  • 250+ requests responded to each year
  • 3,200+ responses approved, curated, and ready for use in the Library
  • Over 1,000 requests have been submitted via Ombud
  • 60% increased use of curated, reference content after implementing Ombud Extend
  • 4/week - the average number of requests Ombud Extend takes the first pass on
Download Case Study
Anaplan

Anaplan Responds to 250+ RFPs/Year By Leaning on Ombud

With Anaplan’s planning and forecasting software, finance and operational leaders across the organization can model complex scenarios, forecast continuously with added intelligence, and make agile decisions confidently. In 2015, the organization was going through quite a growth spurt. They were less than 3 years out from eventual IPO and started feeling the pain that often comes with sales requests during hyper-growth. To solve this, Anaplan partnered with Ombud to streamline, standardize, and centralize their sales response processes. 

Fast forward to 2021. They’re now trading on the NYSE and sustain significant growth, but with more scrutiny and complexity. At this stage, it’s time to refine. The solutions consulting and pre-sales team took stock of their processes, and while they were great users of the Ombud system, it was time to elevate the quality and quantity of content within the system and leverage the Ombud team to support the influx of RFPs.

Content Challenges

Inaccessible Content
Inconsistent and Not Approved

Content for requests was under lock and key, slowing down the response process.

RFPs were often responded to straight in the document, leaving it up to sales reps to proofread and polish.

New hires would have to shadow and learn on the fly when it came to product and objection handling training.

Imperfect Learning Environment

Ombud's Content Solutions

Transparent Content
Consistent, Professional Response

Content is now all housed within Ombud and ready to use by anyone on the team.

RFP responses are reviewed and approved for consistency and always delivered with professional branding.

In Ombud, all the knowledge they want is at their fingertips; searchable, reliable, and accurate.

Self-Paced, Better Learning

Results After Ombud

With Ombud, Anaplan has made their RFP, DDQ, and Security Assessment responses cleaner, faster, and higher-quality. In August 2020, Anaplan also took advantage of a professional services offering called Ombud Extend. The Ombud team assists by taking the “first-pass” on requests and helping with content management. As a result, Anaplan saw a boost in their already stellar results:

  • 53% of content is created from previous, curated responses
  • 250+ requests responded to each year
  • 3,200+ responses approved, curated, and ready for use in the Library
  • Over 1,000 requests have been submitted via Ombud
  • 60% increased use of curated, reference content after implementing Ombud Extend
  • 4/week - the average number of requests Ombud Extend takes the first pass on
“Customers give us feedback on our RFPs saying they’re the most complete answers, faster turnaround time, and that they wish they could clone our team.”
Anthony Losurdo
VP, Solutions Consulting