Business Case
- Client: RevenueZen
- Industry: Marketing & Advertising
Sync customer data between sales, marketing, operations, and accounting departments for a fast-growing B2B agency!
RevenueZen is a boutique B2B marketing agency run by former sales and marketing leaders at high-growth startups. Voraciously effective, unique growth strategies that combine both inbound and outbound are their core.
Problem
Customer data in silos, Inaccurate Reporting
The Client faced data inconsistency between marketing, sales, success, and accounting departments. Customer data was not properly synced across internal tools, which resulted in limited visibility and inaccuracy in KPIs for the executive team.
Tech Stack
Salesforce, QuickBooks, ClickUp, Invoiced.com, Zapier, Integromat, Google Sheet, Python
Solution
When they started working with Robust Choice, we learned about their data pipelines and how the information flows across their company.
To solve their problem, we designed and developed a unified customer identification layer to:
1. Track and protect customer identity across all tools and channels
2. Enhance data automation pipelines
3. Remove data errors and pipeline failures
This new automated data layer resulted in an efficient information flow between their CRM and financial stack which helped them to track each customer from the starting point. Also, it helped them to have a consistent flow of information across their sales, marketing, operations, and accounting teams.
