o9 Solutions Battle Card: AI-Powered Planning Surge
Fast battle card on o9 Solutions’ Q3 AI planning surge. Pinpoint the decision maker. Nail the pain points. Get the winning pitch. Execute the do-now checklist to boost your pipeline & close deals.
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🚀 Battle Card: o9 Solutions
Quick trigger:
This o9 Solutions sales trigger signals accelerating enterprise demand for AI-powered planning.
👤 Decision Maker in the News
- Brett Theisen, Chief Revenue Officer · 🔗 [LinkedIn](https://www.linkedin.com/company/o9solutions/posts/?feedView=all)
💡 Why It Matters
- This o9 Solutions sales trigger underscores cross-industry urgency to replace fragmented planning with a single AI-driven platform that boosts speed and resilience. → Source
🎯 Core Pain Point
- Siloed planning processes across demand, supply and finance
- Slow, manual decision cycles that undermine agility
💰 What to Pitch
- Primary: AI-powered Integrated Business Planning → Accelerate time-to-value and improve forecast accuracy
- Expansion: o9 Digital Brain modules (demand & supply planning, master planning) → Scale enterprise-wide with modular AI
🗺️ Quick Context
- HQ: Dallas, TX
- Employees: ≈ 700
- Rev: ≈ $200 M
🤼 Competitive Intel
*Which other vendors you’ll probably face to win o9 Solutions’s business.*
- SAP — ERP / SCM
- Unique edge: End-to-end global footprint
- Evaluated by COO & VP Ops for enterprise integration
- Oracle — ERP / EPM
- Unique edge: Extensive analytics and ERP modules
- Evaluated by CFO for financial consolidation
- Kinaxis — Supply Chain Planning
- Unique edge: Rapid scenario simulation
- Evaluated by Dir. Supply Chain for responsiveness
- Anaplan — Connected Planning
- Unique edge: Highly configurable planning workflows
- Evaluated by VP Finance for planning flexibility
- BlueYonder — SCM / Demand Forecasting
- Unique edge: Embedded ML forecasting engines
- Evaluated by VP Demand for AI accuracy
✅ Do-Now Checklist
Connect with Brett Theisen on LinkedIn (link above)
Leverage this o9 Solutions sales trigger to craft personalized email + DM using Copy-My-Prompt (Step 7)
Schedule follow-ups in CRM (Day 3 & Day 10)
Next Step
Stay on top of the next o9 Solutions sales trigger—no fluff, all pipeline.
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🧠 Copy My Prompt for Personalized Cold Outreach
────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY = ❑<your company>❑
OFFER_BRIEF = ❑AI-driven integrated business planning❑
PROOF_METRIC = ❑30+ global go-lives❑
CTA_STYLE = ❑quick_call❑
TONE = ❑friendly❑
────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME = Brett
COMPANY = o9 Solutions
DEPT = Revenue
SIZE = ≈ 50
BOTTLENECK = siloed planning processes
EVENT = Strong Q3 2025
DETAIL = 30-plus global go-lives and record attendance at its aim10x Americas Summit
PAIN = slow, manual decision cycles undermining agility
SRC = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20251008731674&div=41152219
SIM_CO = ≈ TBD
WIN_METRIC = 30+ global go-lives
NEXT_SIZE = ≈ 100
EMP_EST = ≈ 700
REV_EST = ≈ $200M
────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.
Validate any ≈ guesses via SRC.
EMAIL (keep breaks):
Subject: ≈ 50-person Revenue
Brett—noticed your Revenue team is ≈ 50.
That’s when siloed planning processes slows growth.
We helped ≈ TBD fix this with AI-driven integrated business planning.
Result: 30+ global go-lives.
Quick call?
PS—next bottleneck hits ≈ 100.
DM ≤45 words, TONE:
Saw your post about 30-plus global go-lives and record attendance at its aim10x Americas Summit — slow, manual decision cycles undermining agility.
AI-driven integrated business planning. 30+ global go-lives.
Quick chat?