Customer Story: How One Financial Services Company Mastered the Multi-CRM Challenge

NOTE:  *The company Vertify assisted will be referred to as “ABC Financial” (not their real name)*

Meet ABC Financial, a prominent player in the dynamic world of financial services. They specialize in equipment finance and working capital solutions, forging partnerships and driving growth. Today, we’re excited to share their journey as they navigated the complexities of data management across multiple CRMs with the help of Vertify. Read on to see how ABC Financial achieved seamless integration through technology, collaboration, and practical solutions. 

A Complex Landscape: The Multi-CRM Challenge

ABC Financial’s story is one of multifaceted ecosystems. With legacy applications, new business divisions, and a sprawling customer base, they encountered the intricate web that multi-CRM operations can weave. Balancing multiple Salesforce instances and a range of disparate business processes was no small feat, and as their operations expanded, so did the complexity.

The crux of their challenge lay in fragmented data. Information was dispersed across silos, manual efforts were burdensome, and maintaining synchronization between CRMs became a Herculean task. It was apparent that a robust solution was needed to dissolve the complexities, foster harmonious operations, and create a unified data landscape.

The Vertify Solution: Forging a Path to Integration

Enter Vertify, a game-changer for ABC Financial’s data integration needs. ABC Financial’s goal was ambitious: orchestrate data between their dual Salesforce instances and a single Hubspot instance. But there was a catch – the native Hubspot-Salesforce integration could not support multiple Salesforce CRMs, and other third party integration options did not have the functionality or expertise to effectively execute the data strategy required. Vertify rose to the challenge, bridging this gap with a no-code, elastic solution built for the business user.

Vertify became the invisible thread weaving through their systems. With account, contact, and sales person data elegantly flowing to Hubspot, and new Hubspot leads finding their way back to the correct Salesforce instance, the data reconciliation struggle was replaced with a symphony of synchronization.

Related: How to Manage Contact Records Across Multiple CRMs

The Ripple Effect: Efficiency, Customization, and Growth

The Vertify transformation yielded a cascade of positive results. The intricacies of manual data management were eased, unlocking valuable employee resources for more strategic initiatives. ABC Financial’s marketing team no longer battled inconsistent data, enabling them to focus on segmentation, personalization, and overall strategy. 

The effects reached beyond internal operations. The trust built on accurate, complete information led to customer satisfaction and loyalty, which in turn translated into tangible revenue growth. Teams operated in harmony, communication flowed seamlessly, and ABC Financial’s reputation in the industry surged.

Your Path to Synced Success

ABC Financial’s experience resonates across industries, particularly for those grappling with multi-CRM complexities. Imagine an ecosystem where disparate CRMs converge into a harmonious symphony of data. Picture strategic focus replacing manual efforts, and growth becoming an organic outcome.

Is your business ready for this transformative journey? Data synchronization is more than a buzzword; it’s the key to operational excellence and customer delight. Connect with Vertify today and set forth on a path where data integration isn’t just a challenge, but a strategic advantage. Let’s create a future where your operations thrive and your growth story shines!