In 2020, a global food service company posed a question: We have prospect, customer, and purchase information in multiple systems across the globe; how do we integrate our tech stack and eliminate data silos across teams?
RevOps Automation is the answer…
IT was having to do manual data pulls and uploading that data into the various CRM and MAP systems, that business users used to execute their day to day operations. This process was cumbersome, created data quality issues, and took time away from other high priority tasks across multiple business units. This had negative effect on the alignment of the business because it affects its clients, it’s data, and a business’s greatest expense: its people.
Welcome relief from Vertify
Then they found Vertify, the leading RevOps Automation App for connecting, transforming, orchestrating, and cleaning customer data and breaking down data barriers across revenue teams. Tyson wanted the business users to own the customer data journey, not IT. Vertify made it easy to connect finance, sales, marketing, and services teams to receive the insights they needed without the addition of another system that they needed to tap into. Vertify’s ability to be the central hub for multiple revenue apps, including multiple CRMs across multiple countries and users along with their annual subscription and rapid no code time to value allowed them to reduce spend and increase productivity.
How it works
Working with Vertify, they connected multiple CRMs, Marketo, as well as their E-Commerce Platform. The connection of these systems automated the flow of accurate and mission-critical prospect, customer, and purchase data across different lines of business. They automated multiple workflows including lead management, upsell/cross-sell, hygiene, and reporting. Before, sales and marketing operations teams were manually delivering reports to the sales, accounting, and marketing teams once a week with help from IT. With Vertify, they automated this process and were delivering data in real-time which enabled them to get the most out of Marketo and their other revenue cloud apps.
The bottom line
Through the connection, visualization, and guaranteed delivery of this valuable data, all teams had up-to-date, accurate, clean data for their prospects and current customers. In addition, their internal teams were able to regain hours back by eliminating the need for data extractions, cleaning, data transformation, and data uploading. And, the business now owned the process and thus the customer journey.