Case Study: Altruist Achieves 180% Growth in Key KPI with StarrData Salesforce Optimization

Altruist grows its #1 KPI 180% with StarrData

Altruist, a financial services company, faced challenges with a complex and fragmented tech stack that included two separate Salesforce instances, ZenDesk, and HubSpot. This disjointed system prevented them from effectively tracking prospective advisors through their sales funnel, hindering their ability to gather important growth statistics. They enlisted StarrData to implement a streamlined Salesforce solution.

StarrData merged the two Salesforce instances and migrated all data from ZenDesk and HubSpot into a single, efficient CRM. They also built an automated tracking system for prospects within Salesforce. The results were significant: Altruist's top growth KPI increased by 180% within a year, they tripled assets under management, grew revenue by 1,700%, and saw their average NPS score jump from 24 to 45.

Altruist