Case Study: a leading North American senior living referral service modernizes Salesforce CRM and cuts integration costs with Sombra

a leading North American senior living referral service tracks 15 Salesforce objects and saves costs with Sombra

The customer, a leading North American senior living referral service, faced a significant challenge with its legacy CRM system. Its Salesforce instance was limited to tracking changes on only five objects, and exceeding this Change Data Capture (CDC) limit resulted in thousands of dollars in additional costs. The company also struggled with fragmented data, high operational expenses from maintaining multiple systems, and delays in synchronizing information between its sales teams and providers. They engaged Sombra for its Salesforce expertise to modernize its platform.

Sombra developed a custom solution using Salesforce Sales Cloud, Apex, and Platform Events to build a new synchronization app. This new system efficiently managed large data volumes and enabled real-time integration with external systems, increasing the number of trackable objects from five to 15 without incurring extra costs. The results included significant savings from eliminating CDC overage fees, streamlined workflows through new automation and approval processes, and improved data accuracy and decision-making after a full migration from their legacy platform.