Tasked with merging two CRM’s into a single CRM, Datarex helped a B2B client who needed a single CRM system to monitor and analyze the communication between their sales teams and key contacts, and to know which services their customer’s employees use.

The application that facilitated the client’s service delivery was separate from their sales system. Datarex mapped the clients data from each system and developed a standardized data model – then, using custom modules and fields configurations Datarex migrated the customer’s historical data to the new platform. Once this was done, we developed data pipelines to automate the flow of new and changed customer and service data using a powerful integration platform.

The sales teams were trained to look at each service the customers and their employees made use of which helped target their conversations and upsell related products. The client could also track the latest communication with their customer, so they would always be updated on who talked to whom. The client’s executive leadership were able to stay up to date on sales activities without lengthy debriefs and could start tracking meaningful sales metrics.