CASE STUDY
inkling

Inkling automates core sales and marketing workflows and optimizes BI reporting with clean, unified data to capitalize on unprecedented demand for digital onboarding.

Overview

Inkling accelerates revenue growth with trusted data

As demand for e-learning and digital onboarding experiences spiked in 2020, Inkling was well-positioned. ¬†Unfortunately, when the influx of new demand started flowing into their 10-year-old CRM, the jumbled mess of new data and old slowed Inkling’s potential growth. Before inefficiency and data distrust became the norm, Inkling partnered with Syncari to restore CRM data integrity, enhance BI reporting with unified data and automate core revenue processes, allowing Inkling to create better alignment between sales and marketing and make the most of this unprecedented opportunity.

3x

Faster Response Times

50%

More Productive

32%

More Opportunities

The Challenge

  • 10 year old CRM made “good data” difficult to find.
  • Custom coded APEX workarounds difficult to manage and change.
  • Leads getting dropped, contacts improperly assigned or not assigned at all
  • Key customer data (e.g. billings, product usage data) trapped in silos.
  • Lack of executive alignment on where to focus as new demand came pouring in.

The Approach

  • Channa Heng, Director of Revenue Operations began evaluating point solutions.
  • Identified key functional gap across all popular solutions: the ability to standardize, normalize, and clean data before automating workflows
  • During evaluation, new requirement emerged to stand-up a data warehouse to enable cross-functional reporting on complete GTM data

The Solution

  • Selected Syncari as the only complete, codeless solution.
  • Automated strict Lead to Account Matching and Routing processes (e.g. direct email or domain match) in days with Syncari’s pre-built templates
  • Extended LTAM automations with Inkling’s specific business logic and multi-vendor enrichment services without writing code.
  • Replaced brittle APEX workarounds for adding campaign information from Marketo with contact records in Salesforce with drag-and-drop functions to improve attribution reporting.
  • Unifying, normalizing, deduping and syncing data across Salesforce, Marketo, NetSuite and PostgreSQL databases with product usage data
  • Connecting Inkling’s existing BI tool into Syncari’s out-of-the-box operational data hub
  • Keep operational and BI dashboards in sync with trusted data everywhere
inkling Key Outcomes

"With Syncari, we're no longer constrained by Salesforce frameworks or APEX know-how. We can outline our ideal business processes, implement them at speed using Syncari, and have confidence we can respond quickly when the underlying business requirements inevitably change."

Channa Heng

Director of Revenue Operations

Systems Unified
Salesforce

Salesforce

Marketo

Marketo

NetSuite

NetSuite

zoominfo

ZoomInfo

postgreSQL

PostgreSQL

Tableau

Tableau

Request Demo

Industry

Education Technology

Location

California

Size

100+ employees

Use Cases

Lead to Account Matching
Lead Routing
Data Unification
Data Quality
Centralized Enrichment

quote

With Syncari, we've eliminated data silos and enabled better coordination across the business with trusted data, shared across our key systems of record. It solves so many of our problems.

Eileen Treanor

Chief Financial Officer