Case Study: Listrak achieves reliable daily Salesforce data protection with OwnBackup

Listrak Unlocks the Power of Customer Data, while OwnBackup Securely Protects Their Information

Listrak, a Lititz, PA–based digital marketing and CRM platform that uses Salesforce across nearly every department (about one million records and multiple sandboxes), was struggling with limited visibility into data changes and insufficient protection. Missing or altered records and lack of alerts made troubleshooting pipeline and forecast anomalies difficult, costing productivity and risking day-to-day operations.

OwnBackup provided daily data and metadata backups plus Smart Alerts, a Compare tool and fast restore capabilities. Those tools flagged a 400-account deletion, pinpointed the source of a $300,000 pipeline discrepancy, and identified a third‑party integration overwriting records — enabling quick recovery, clearer root-cause analysis, reduced downtime and stronger data governance.

Listrak

Scott Hankins

Director of ERP