Ascensus Accelerates Speed-to-Market with Real Time Insights

Ascensus helps more than 10 million Americans save for retirement, college, and healthcare with premier service and technology. As they continued to scale, Ascensus was interested in improving sales efficiencies and by partnering with InsideView, they gained a more holistic view of their target accounts, enabling them to accelerate time-to-market.

Ascensus’ Challenges Included:

Gaining insights into a historically private industry

Increasing CRM adoption

Improving sales efficiencies

Ascensus was interested in improving prospecting efforts and gaining a more holistic view of their target market. While launching various online CRM environments, they turned to InsideView for accurate company and contact data in their target accounts to help better identify new market opportunities. Access to industry research and key insights has enabled the sales team to increase engagement with prospects, and they continue to rely on MS Dynamics 365 as their single source of truth.


Expanded breadth of contacts and depth of insights in targeted accounts for more relevant engagements
Increased adoption of Microsoft Dynamics 365, their enterprise CRM platform
Reduced time spent on industry research with key insights integrated in CRM
“InsideView’s data triangulation gives us a transparent view into which prospects we should target. Not only do we get deep insights within a particular contact, but within the company too, giving us a much wider view into who we’re selling to. Having all this information seamlessly available at our fingertips empowers our sellers to help drive our strategic growth strategy.”
– Dan Madden, CRM Program Manager, Ascensus