Case Study: Cloud Sherpas achieves real-time customer visibility and synchronized sales operations with Informatica Cloud

Cloud Sherpas - Customer Case Study

Cloud Sherpas is a global cloud advisory and technology services firm of more than 1,000 people serving Fortune 500 and other clients. After rapid growth and acquisitions, the company faced fragmented customer data across Salesforce and NetSuite, manual data pulls and spreadsheet-based reporting, and mismatched Sales and Sales Operations figures—leaving sales teams without an up-to-date, complete customer view and slowing decision-making.

Cloud Sherpas deployed Informatica Cloud Application Integration to automate real-time transfer of add-on sales order data from NetSuite into Salesforce, embedding that information in sales reports and dashboards. The result: synchronized Sales and Sales Operations, improved account visibility and cross-sell opportunities, better-targeted marketing, faster executive decision-making from a single dashboard, and freed operations and consulting teams to focus on their priorities.

Cloud Sherpas