Case Study: Maverick Achieves Automated Cross-Sells and Unified GTM Reporting with AccountAim

How Maverick Drove Cross-Sells by Eliminating Data Siloes

AccountAim helped Maverick Risk, a provider of insurance and warranty solutions for homebuilders, overcome the challenges posed by disconnected go-to-market data. Their customer information was scattered across multiple siloed systems, including HubSpot, a proprietary product database, and a third-party agency platform. This fragmentation resulted in poor visibility into the customer journey and required over 20 hours of manual, time-consuming reporting each month, which hindered growth and proactive customer outreach.

By implementing AccountAim's RevOps Warehouse, Maverick centralized all of its data into a single, unified system without needing support from its internal data team. The solution provided real-time visibility into the customer journey and enabled automated cross-sell workflows. As a result, Maverick eliminated its data silos, saved over 20 hours per month on manual reporting, and successfully automated its cross-selling motion to improve customer retention.

Maverick

Scott Franco

Director of Marketing