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Case Study

Mobilize Unifies Zendesk, Hubspot, and Salesforce in 30 days

Fast-growing software company brings order to cross-system data chaos and creates a more predictable revenue engine with Syncari.

Mobilize unifies Zendesk, Hubspot, and Salesforce in 30 days

Mobilize is in the people business. Their product helps brands foster and grow user communities and professional networks. As online communities exploded, Mobilize started looking for data-driven insights that would help them scale.  Unfortunately, messy data across marketing, sales, and customer success was holding them back. It also became a time sink for marketing ops, who spent countless hours cleaning and de-duping data across systems. Mobilize saw an opportunity to clean up their data and optimize cross-departmental processes to help the company grow faster.

60%

Improvement in Data Quality

$350k

Projected Year 1 Cost Savings

5x

ROI After 6 Months

The Challenge

  • Messy, inconsistent data across Salesforce, Zendesk and Hubspot

  • No dedicated data or operations resources

  • Small team spending 10-20 hours per week on data prep and clean-up

  • Desire to “grow smarter” without trusted data to support future plans

The Approach

  • Evaluated Syncari vs. custom scripts for transformations and outside contractors for monthly database cleanup.
  • Syncari won on cost, ease of use, speed and effectiveness
  • Data Fitness Index™ assessment helped solidify the business case for Syncari investment
  • The team ramped in a matter of days, no IT required

The Solution

  • Unify data across Salesforce, Zendesk, and Hubspot in 30 days
  • Improve Data Fitness Index™ from 50 to 80 through universal merge and dedupe, normalization, enrichment, and lead to account matching.
  • Sync now fit for use data back across systems to deliver tailored customer views with complete data and impactful insights for marketing, sales, and customer success

Next Steps

  • Unify, normalize, clean and sync more data with Syncari – NetSuite and a product DB to start
  • Run sales and marketing campaigns around core product insights
  • Automate quote to cash workflows between Salesforce and NetSuite
Matt Cannell

VP Marketing

This platform is incredibly robust AND no-code. They've thought of so many automated use cases to help ops folks unify and normalize data across the ecosystem.