Dayforce's pre-sales and solution advisory teams faced mounting pressure to scale operations without expanding headcount. Manual research, meeting preparation, and documentation consumed valuable time that should have been dedicated to strategic thinking and deal strategy. Critical information lived scattered across multiple systems—Salesforce, Gong, Power BI, Snowflake, and email—making it nearly impossible to build a unified view of each opportunity.
The situation was compounded by organizational friction. While frontline teams recognized the urgent need for AI solutions and were eager to adopt new tools, senior leadership required extensive committee reviews before approving any new technology. Previous broad rollouts of AI tools had failed to gain traction, as varied levels of AI readiness and generic training left users unclear on how to apply these tools to their specific roles.
Most critically, the evaluation process itself had become a major bottleneck. Teams assessed multiple tools with overlapping features, each promising to streamline workflows but none offering clear, immediate impact. Evaluation cycles stretched on indefinitely—requiring committee reviews, security approvals, and cross-functional sign-offs—while the frontline continued struggling with slow, manual processes. Each week lost to decision paralysis meant more hours spent piecing together basic opportunity context instead of focusing on winning deals.
