Case Study: Altruist boosts growth and streamlines CRM with StarrData

Altruist grows growth KPI 180% with StarrData

Altruist, comprising Altruist Corp and Altruist Financial, faced challenges with disconnected Salesforce instances and a complicated tech stack involving ZenDesk and HubSpot. This disjointed system made it impossible to track prospective advisors through their sales funnel, hindering the company's ability to gather important business intelligence and grow efficiently. They partnered with StarrData to resolve these CRM issues.

StarrData merged and organized Altruist's Salesforce instances, simplified the tech stack by migrating from ZenDesk and HubSpot into Salesforce, and created an automated prospect tracking system. The results were significant: the company's top growth KPI increased 180% within a year of implementation, assets under management tripled in 2022 with a 1700% year-over-year revenue growth, and the average NPS score rose from 24 to 45. StarrData helped transform Altruist's Salesforce into a powerhouse CRM, setting the stage for further operational integration.

Altruist