Meridian Capital
Financial Services·320-person commercial team
94%
Forecast accuracy
16 hrs
Saved per week
90 days
To full ROI
Challenge
Meridian's revenue operations team was spending 18+ hours per week manually reconciling data across four disconnected CRMs and two reporting tools. Forecasts were consistently off by 20–30%, eroding leadership confidence.
Solution
Scope Mesa unified all data sources into a single pipeline view, with automated alerting on deal health and a live forecast model that updated in real time.
Result
Within 90 days, forecast accuracy improved from 71% to 94%. The ops team reclaimed 16 hours per week, and the CRO now runs board-level reviews directly from Scope Mesa.
"We went from guessing to knowing. Scope Mesa didn't just fix our reporting — it changed how we run the business."