Case Study: HarbourVest achieves rapid Salesforce integration and an up-to-the-minute unified client view with Informatica Cloud

Informatica Cloud enabled HarbourVest to increase sales effectiveness and business efficiency

HarbourVest is an independent, global private equity firm and one of the first fund-of-funds, serving institutional clients across venture, buyout, mezzanine and distressed markets. The firm needed a single, shared view of client relationships (contacts, investment history and activity), faster Equitrak/salesforce.com integration measured in weeks, unified multichannel client communications, strict compliance and data privacy, plus synchronization of back-office investor data with salesforce.com and automated jobs that move over 25,000 rows per day.

Informatica Cloud Services delivered a cloud-based integration that went live in three weeks, synchronizing on‑premise and cloud systems and enabling cross-object queries and scheduled data jobs. The solution provided an up‑to‑the‑minute, multichannel client view, improved sales effectiveness and responsiveness, boosted client retention and knowledge sharing across the global team, and supported HarbourVest’s compliance and privacy requirements.

HarbourVest

Greg Mahoney

Business Analyst