Case Study: From 150 Fields to 2 Decisions
A B2B services company had a data problem that was eating their operational capacity. Customer records lived across five systems: Salesforce for sales, Zendesk for support, Stripe for payments, NetSuite for accounting, and a custom tool for fulfillment. Every new deal required manually reconciling data across all five, populating 150+ fields by copying, pasting, and cross-referencing. The operations team spent an average of 4 hours per deal on data entry. Not selling. Not supporting customers. Just copying data between systems that didn’t talk to each other. ...