Case Study: HomeCredit International boosts CRM effectiveness with Keboola

HomeCredit International powers finance and CRM insights with Keboola in a 3-step data stack

HomeCredit International, a global financial services provider, faced a significant challenge with data silos. Their sales and finance teams operated independently, leading to misalignment. The sales team used a CRM without access to critical financial data, while the finance team lacked the customer behavior context from the CRM to understand the numbers. To bridge this rift and drive profitability, they needed a way to integrate these disparate data sources, a challenge addressed with Keboola.

Keboola provided a solution to seamlessly integrate financial data with the CRM system. The approach involved using APIs to connect data sources, centralizing the information in a cloud data warehouse, and developing Power BI dashboards to give sales teams insights into financial metrics. For advanced analytics, Python was used for customer segmentation. This created a unified, accessible platform that broke down silos, enabling proactive forecasting and data-driven decision-making. While specific metrics are not detailed, the implementation by Keboola empowered teams to focus on business outcomes and scale operations effectively for growth.

HomeCredit International