Case Study: Axis Consulting achieves real-time reporting automation for 50,000+ partners with Coupler.io

Axis Consulting saves 90% of manual data transfer time with Coupler.io

Axis Consulting, a financial services consultancy, faced a challenge with their client's manual and error-prone process for generating affiliate reports for over 50,000 partners. Their team was spending significant time on slow data exports from Pipedrive, leading to outdated information and operational friction. They needed an automated solution to sync CRM data into live dashboards and turned to the vendor Coupler.io for its data integration service.

Coupler.io implemented an automated data pipeline to sync deal, partner, and performance data from Pipedrive into live Google Sheets dashboards. This solution provided real-time access to performance metrics for all partners, eliminating manual errors. The results included a 90% reduction in time spent on data transfers, hundreds of hours saved monthly, and a complete elimination of manual data errors since implementation.

Axis Consulting