Case Study: PayFit achieves a 70% reduction in CRM duplicates with Insycle

How PayFit Slashed CRM Duplicates by 70% With Insycle

PayFit, a payroll and HR technology company, faced a significant challenge with duplicate records in its dual CRM ecosystem of HubSpot and Salesforce. An analysis revealed that about 30% of its accounts and 25-30% of its contacts were duplicates, leading to sales confusion, wasted efforts, and impaired marketing strategies. To combat this, they turned to the vendor Insycle for a deduplication solution.

Using Insycle, PayFit implemented approximately 30 complex deduplication templates to accurately identify and merge duplicates while respecting regional differences. The solution also incorporated scheduled automations to prevent new duplicates from being created. As a result, PayFit slashed its duplicate company records by 70%, reducing them from 30% to just 9%. This dramatically improved sales efficiency and data quality across the organization.

PayFit

Alena Shelkova

Growth Operations Manager