The first step and potentially the simplest was to formalize a data collection process. Indeed, the sales team would be systematically required to take specific notes during meetings with clients relating to important industry relationships (ie. Company A owns asset X, project X is funded by bank A, etc.). In time, this would provide the necessary information to build a comprehensive take out hand-made representation of the market.
It quickly became clear that the relational technologies used by WPO, a CRM and an SQL database, or even mind-mapping software would not be sufficient to store and represent this data. WPO decided to resort to using the Neo4j software to overcome this limitation. Although the sales team had never used a graph database, they appreciated the software’s ability to store and intuitively generate queries from their data.
As the sales team was not experienced in using Neo4j, it was decided that Linkurious would provide an easier way to interact with data.
“Linkurious allows us to enter and store information relating to important nodes and relationships easily. We can also visualize in a very friendly manner the content of our data and answer questions like “what are the companies involved in this opportunity? who should our sales team contact?” which is key for us” comments Alexis Szepessy.