Success Story

The client is a technology company that provides digital marketing and compliance solutions for the financial services industry. 

The company focuses on social media, text messaging, voice calling, emails, and websites to enhance advisor-client digital engagement.

The client’s system leveraged cloud for data integration and processing workflows. However, while handling high-volume data operations, they encountered the following technical challenges:

• The data integration solution experienced frequent timeout issues during large data pulls from Salesforce CRM, affecting data consistency and reliability.
• There was dependency on specialized skills such as Apache Spark and Python due to custom components.
• The data integration tool had issues handling large datasets, leading to performance bottlenecks and delayed processing.
• The client tool was designed solely for data ingestion and lacked built-in support for downstream data transformation, necessitating additional services, which increased architectural complexity.
• The additional services used incurred significant processing costs, impacting the overall cloud budget efficiency.
• Effective use of certain services required advanced knowledge of Python and Spark, which did not align with the low-code/no-code philosophy preferred by the business users.
• Managing and maintaining cloud-based services across multiple environments added to the operational complexity and administrative burden.

We implemented CRM integration in Workato to streamline data processes and established Salesforce CRM connectivity within Workato.

Workato was capable of handling high-volume data through built-in apps such as SQL Transformations, enabling complex data operations within the platform.

It allowed data extraction and transformation to be performed within a single recipe, reducing integration complexity and improving processing speed. We created Workato recipes and custom connections.

Our experts developed ETL logic to extract data from CRM to Workato platform.

Our team focused on cost optimization and maintaining data quality during implementation.

We performed data validation between Salesforce CRM and the client CRM and conducted QA testing from direct source to ensure overall data accuracy.

We also implemented cloud cost optimization after migration to Workato each month to ensure smooth operations.

Our team was successful in saving almost 60% of development time compared to any integration or ETL tools available in the market.

We reduced engineering resource costs by 30% because of low code/no code concept and minimum infrastructure management in Workato.

The automated data integration workflows significantly reduced manual effort and processing time.

We enhanced business process automation and agility with real-time data synchronization across multiple systems.

Our team leveraged pre-built connectors that accelerated integration with popular CRMs, databases, and applications.

It adapted to business growth with scalable and container-based processing