• October 22, 2023
  • Case Studies

Private Equity Firm Achieves Unified Customer View & Near Real-Time Insights

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CapStorm Helps Private Equity Firm Achieve Near-Real-Time View of Their Customers

This multinational private equity, alternative asset management and financial services firm has over $15 billion in assets.

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Industry

  • Financial Services
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Company Size

  • 2000+ employees
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Specialities

  • Private Equity
  • Investments
  • Asset Management
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Tech Stack

  • Salesforce
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Problem

This organization faced significant challenges in obtaining a complete view of their customer data across multiple Salesforce environments.

Each Salesforce instance operated as a data silo, ensuring the necessary CRM data security but severely limiting the firm’s ability to achieve a holistic, 360-degree view of their customers. To overcome these limitations, the firm needed a near-real-time integration solution to feed a data warehouse and facilitate seamless data flow from each Salesforce environment to multiple downstream systems.

Solution

    1. Data Replication

      CapStorm delivered data replication within just 3-5 minutes of changes occurring in each live Salesforce production environment.

    2. Data Import

      The firm was able to utilize CopyStorm to extract and import data seamlessly into its global data warehouse.

    3. Reporting & Analytics

      With CapStorm’s solution, the firm could perform cross-system reporting and cross-environment queries.

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Outcome

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CapStorm’s incremental Salesforce data extracts provided up-to-date data for executive decision making, ensuring leaders have the latest information at their fingertips.

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The firm was able to maintain data integrity and relevance due to CapStorm’s schema replication capabilities, which automatically updated the data set when changes were made.

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The firm achieved a global, near-real-time 360-degree view of their customers, enabling more comprehensive insights and better strategic planning.

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