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EY

EY

Insights, Personas, and Sales Plan

EY

"EY is a global professional services firm offering solutions in accounting, assurance, advisory, and financial transactions among other services, with teams in over 150 countries dedicated to problem-solving and transformation for complex business needs."
Est. Employees:
368000
Industry:
professional training & coaching
Revenue:
$45.4B
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Insights on

EY

Knowing about the company you want to prospect into is important. Here's some information about the company, written by a sales analyst.
## Company Description: EY (Ernst & Young) is a global professional services firm specializing in accounting, assurance, advisory, financial services, transactions, tax, mergers, and audit. The firm is part of the 'Big Four' accounting firms and is headquartered in the United Kingdom. EY operates as a network of member firms which are separate legal entities in individual countries. The company's services are enabled by data and technology, and its teams work across different domains such as assurance, consulting, law, strategy, tax, and transactions. This diversified scope of services allows EY to support its clients in growing, transforming, and operating their businesses. EY prides itself on asking better questions to find new answers for complex issues facing the world today. The company operates in over 150 countries worldwide, providing a wide range of services to its clients which include multinational corporations. In the past, EY has negotiated tax arrangements for high-profile companies such as The Walt Disney Company, Koch Industries, and Skype. However, the firm has also faced controversy and legal fines due to failure to spot irregularities in clients' accounts. With an estimated 368,000 employees, EY is a leading player in the fields of professional training and coaching, accounting, and financial services. The firm is dedicated to building a better working world by providing high-quality professional services. EY's clients utilize the firm's services to navigate the complexities of the modern business landscape and to harness the opportunities presented in an increasingly global and interconnected economy.

Company Description:

EY (Ernst & Young) is a global professional services firm specializing in accounting, assurance, advisory, financial services, transactions, tax, mergers, and audit. The firm is part of the 'Big Four' accounting firms and is headquartered in the United Kingdom. EY operates as a network of member firms which are separate legal entities in individual countries.

The company's services are enabled by data and technology, and its teams work across different domains such as assurance, consulting, law, strategy, tax, and transactions. This diversified scope of services allows EY to support its clients in growing, transforming, and operating their businesses. EY prides itself on asking better questions to find new answers for complex issues facing the world today.

The company operates in over 150 countries worldwide, providing a wide range of services to its clients which include multinational corporations. In the past, EY has negotiated tax arrangements for high-profile companies such as The Walt Disney Company, Koch Industries, and Skype. However, the firm has also faced controversy and legal fines due to failure to spot irregularities in clients' accounts.

With an estimated 368,000 employees, EY is a leading player in the fields of professional training and coaching, accounting, and financial services. The firm is dedicated to building a better working world by providing high-quality professional services.

EY's clients utilize the firm's services to navigate the complexities of the modern business landscape and to harness the opportunities presented in an increasingly global and interconnected economy.

Team Personas

Broken down by department, these sales insights include head counts, potential pain points, email templates, and a "how to win" plan for selling to this department.

Sales plan

Want to know more about how to sell into this company? Well, we've got you covered with a basic sales plan that gives you all that you need to know to get started selling to this organization.
# Sales Plan Template ## Executive Summary Our B2B SaaS company aims to assist Ernst & Young (EY) to address critical business challenges, which encompass mitigating tax arrangement controversies, ensuring quality control across locations, meeting rising digital demand, maintaining competition, and embracing new technology. As technology enables efficiencies, our mission will primarily focus on offering tailored technological solutions to the potential pain points that EY is facing. ## Customer Profile **Company Name:** EY **Industry:** Accounting, Professional training & coaching, Financial services **Size:** Approximately 368,000 employees **Services:** Offers assurance, consulting, tax, and transaction services ## Identified Pain Points and Solution Overview 1. **Compliance and Reputation Management:** EY has been embroiled in controversies regarding their tax arrangement services for multinational corporations [[1]](https://en.wikipedia.org/wiki/Ernst_&_Young). Our tailored SaaS solution can aid in setting up comprehensive and automated compliance measures to prevent any further irregularities and build stronger client trust. 2. **Quality Control:** EY, being a decentralized organization, struggles to maintain consistent quality across their global operations [[4]](https://www.ey.com/en_in). We propose a global quality management system that standardizes processes to ensure quality compliance across geographies. 3. **Digitalization:** EY experiences high demand for sophisticated financial services due to rapid digitalization [[2]](https://www.linkedin.com/company/ernstandyoung). Our proposed system enhances EY’s technological aptitude, thus enabling them to offer more innovative and advanced services. 4. **Competition and Innovation:** EY operates in a very competitive landscape emphasizing constant innovation and differentiation [[2]](https://www.linkedin.com/company/ernstandyoung). Our solution promotes a knowledge management system that keeps staff updated on evolving trends and insights. 5. **Embracing Emerging Technologies:** EY's dependence on traditional revenue streams may curb their ability to embrace emerging technologies [[5]](https://in.linkedin.com/company/ernstandyoung). Our SaaS platform facilitates seamless integration of new technologies into EY's business model, promoting diversification. ## Sales Strategy **Research:** Understand EY's operations and their specific needs. Keep updated on the industry trends they operate in. **Prospecting:** Engage EY's decision-makers through personalized outreach. Use the identified pain points to create a value proposition. **Presentation:** Clearly demonstrate how our SaaS solution can address EY's challenges and add value to their services. **Follow-up:** Reconnect with key stakeholder post-presentation to clarify any queries and measure interest. **Closure:** Finalize the deal ensuring win-win agreement terms. ## Key Performance Indicators (KPIs) * Number of qualified leads that move through the sales pipeline * Rate of successful presentation-to-sale conversions * Rate of client retention post-sale * Client satisfaction score * Revenue generated annually ## Financial Projections Estimate the revenue that could be generated from partnering with EY, using industry data, the size of the firm, and the projected uptake of our services. This should be cross-referenced against the expected cost of sale to ensure profitability ## Conclusion Our strategic approach focuses holistically on EY's possible challenges. By understanding our client's business and aligning it with our SaaS solution, we aim to create a mutually beneficial professional relationship.

Sales Plan Template

Executive Summary

Our B2B SaaS company aims to assist Ernst & Young (EY) to address critical business challenges, which encompass mitigating tax arrangement controversies, ensuring quality control across locations, meeting rising digital demand, maintaining competition, and embracing new technology. As technology enables efficiencies, our mission will primarily focus on offering tailored technological solutions to the potential pain points that EY is facing.

Customer Profile

Company Name: EY
Industry: Accounting, Professional training & coaching, Financial services
Size: Approximately 368,000 employees
Services: Offers assurance, consulting, tax, and transaction services

Identified Pain Points and Solution Overview

  1. Compliance and Reputation Management: EY has been embroiled in controversies regarding their tax arrangement services for multinational corporations [1]. Our tailored SaaS solution can aid in setting up comprehensive and automated compliance measures to prevent any further irregularities and build stronger client trust.
  2. Quality Control: EY, being a decentralized organization, struggles to maintain consistent quality across their global operations [4]. We propose a global quality management system that standardizes processes to ensure quality compliance across geographies.
  3. Digitalization: EY experiences high demand for sophisticated financial services due to rapid digitalization [2]. Our proposed system enhances EY’s technological aptitude, thus enabling them to offer more innovative and advanced services.
  4. Competition and Innovation: EY operates in a very competitive landscape emphasizing constant innovation and differentiation [2]. Our solution promotes a knowledge management system that keeps staff updated on evolving trends and insights.
  5. Embracing Emerging Technologies: EY's dependence on traditional revenue streams may curb their ability to embrace emerging technologies [5]. Our SaaS platform facilitates seamless integration of new technologies into EY's business model, promoting diversification.

Sales Strategy

Research: Understand EY's operations and their specific needs. Keep updated on the industry trends they operate in.
Prospecting: Engage EY's decision-makers through personalized outreach. Use the identified pain points to create a value proposition.
Presentation: Clearly demonstrate how our SaaS solution can address EY's challenges and add value to their services.
Follow-up: Reconnect with key stakeholder post-presentation to clarify any queries and measure interest.
Closure: Finalize the deal ensuring win-win agreement terms.

Key Performance Indicators (KPIs)

  • Number of qualified leads that move through the sales pipeline
  • Rate of successful presentation-to-sale conversions
  • Rate of client retention post-sale
  • Client satisfaction score
  • Revenue generated annually

Financial Projections

Estimate the revenue that could be generated from partnering with EY, using industry data, the size of the firm, and the projected uptake of our services. This should be cross-referenced against the expected cost of sale to ensure profitability

Conclusion

Our strategic approach focuses holistically on EY's possible challenges. By understanding our client's business and aligning it with our SaaS solution, we aim to create a mutually beneficial professional relationship.