SEI Powers Their Revenue Organization with Data and Insights for Next-Level Growth

The challenge

SEI struggled to personalize marketing and spot the best accounts to focus on. They needed a data partner they could trust in their highly-regulated industry.

The breakthrough

With 6sense intent data, they’ve been able to focus on likely buyers, deliver personalized experiences, and better align their sales and marketing teams.

260% trending_up

New firm sales

528% trending_up

Assets under management

To take its sales and marketing tactics to the next level, SEI required a full assessment of its technology stack. By applying a data-driven approach and leveraging 6sense to identify and target new business, the SEI revenue team now sees accelerated revenue growth, powered by intent data and analytics. ‘

SEI leveled up their sales and marketing efforts by applying a data-driven approach, powered by intent data and analytics, and leveraging 6sense to identify, target and close new business.

Key takeaways:

  • By using intent signals and personalization, SEI saw a 260% increase in new firm sales and a 528% increase in assets under management.
  • The alignment of sales and marketing, along with a small pilot and fast results, contributed to the success of the transformation.
  • SEI emphasized the importance of training and transforming the entire organization to be data-savvy and use analytics for growth.
6sense in action

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