Case Study: a leading specialty finance company achieves real-time Salesforce sync with Sigma Infosolutions

a leading specialty finance company reduces manual data transfer by 85% with Sigma Infosolutions

The client, a leading specialty finance company, faced significant operational challenges due to data synchronization gaps between its two separate Salesforce orgs for Sales/Marketing and Operations. This fragmented environment led to manual data transfers, duplicate records, and a lack of unified visibility. To address this, they engaged Sigma Infosolutions to implement a real-time Salesforce-to-Salesforce integration framework.

Sigma Infosolutions designed an event-driven solution using Salesforce Change Data Capture (CDC) and Platform Events to enable real-time, bidirectional synchronization. The results were immediate and impactful, achieving sub-second data sync latency and 100% duplicate prevention. The solution reduced manual data transfer effort by 85% and provided a unified, real-time view of the customer lifecycle, significantly improving cross-team collaboration and operational efficiency.