Case Study: InGenius achieves faster dashboard delivery and CRM integration with Sphere Partners

A Sphere Partners Case Study

Preview of the InGenius Case Study

InGenius doubles build cadence with Sphere Partners and delivers 12 dashboards

InGenius, a provider of mortgage market analytics and recruiting intelligence, faced challenges with maintaining reliable dashboards and slow reporting cycles that hindered their platform's usability. They partnered with Sphere Partners to improve their product, Growth Multiplier, which required continuous engineering attention for dashboard updates and CRM integrations to keep the data actionable for their financial services clients.

Sphere implemented an ongoing product and data engineering support model, building and refactoring dashboards and establishing integrations with Total Expert, HubSpot, and Salesforce. This solution nearly doubled the build cadence from once every 1-1.5 months to almost twice per month. Sphere delivered 12 dashboards and provided continuous product support through weekly collaboration, resulting in improved analytics experiences and reliable CRM workflows for turning data into daily action.


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