Case Study: Sterling & Sterling achieves rapid CRM migration, 30% lower integration costs and a 360° customer view with Informatica Cloud

Sterling & Sterling migrated all insurance records from SalesLogix to Salesforce CRM in one weekend—50 percent faster than anticipated, and achieved a 30 percent decrease in integration costs

Sterling & Sterling is a top-100 U.S. insurance brokerage with premiums exceeding $400 million. Facing the need to manage client relationships without new hardware or long on‑premises implementations, the firm had to migrate hundreds of thousands of records from SalesLogix to Salesforce and tightly integrate cloud-based Salesforce with its on‑premise insurance management system to improve cross‑selling, speed data integration, and drive revenue growth.

Using Informatica Cloud to bridge cloud and on‑prem systems, Sterling & Sterling migrated all records in one weekend—50% faster than expected—and integrated Salesforce with its TAM platform in two weeks, cutting integration costs by 30%. The solution enabled targeted client segmentation, real‑time collaboration with customers and carriers, automated standardized service delivery, and empowered employees with an integrated Salesforce Chatter network.

Sterling & Sterling

Mike Tampone

Director of IT