Case Study: a healthcare sector software provider achieves unified CRM data and instant lead routing with BabelQuest

a healthcare sector software provider removes 2,000+ duplicates with BabelQuest

The customer, a healthcare sector software provider, faced significant data challenges while preparing for a major website relaunch. Their system of record, Salesforce, and their system of engagement, HubSpot, had grown apart, creating over 2,000 duplicate contacts and offering two conflicting views of their business. This lack of unified data, coupled with a completely manual lead triage process, hindered pipeline visibility and revenue forecasting. They engaged BabelQuest to fix the integration, clear the data debt, and automate their sales process.

BabelQuest implemented a Smart Sync strategy using HubSpot's Sales, Marketing, and Operations Hubs alongside Breeze AI to unify the platforms. This solution established a clear data governance matrix, automated lead routing based on prospect qualifications, and utilized AI for enrichment and summaries. The results included 100% data visibility, the removal of 2,000+ duplicate contacts, and the elimination of manual lead triage. BabelQuest's work transformed the sales team from reactive to proactive and created a unified revenue operations culture built to scale.