Case Study: CA Technologies achieves a unified sales pipeline and faster Salesforce migration with Informatica

A Informatica Case Study

Preview of the CA Technologies Case Study

Completed a Salesforce CRM migration in one third of the time and used fewer people than anticipated

CA Technologies, a provider of IT management software and SaaS, needed to attract and retain more software customers and speed decision-making across sales, marketing, and service. Their Salesforce implementation created fragmented opportunity views—each salesperson could track a separate opportunity for the same deal—causing duplicate records, reduced effectiveness across teams, and poor visibility for executives.

Informatica unified disparate Salesforce opportunities by account and consolidated products, services, education, and support into a single view of the sales pipeline for every CA customer worldwide. The project, delivered on time and on budget with Informatica Professional Services, completed the Salesforce migration in one-third the time using four fewer people, improved decision-making, and fostered closer collaboration between lines of business.


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