Case Study: Curinos achieves trusted CRM data and more reliable sales processes with Sweet Potato Tec

Curinos removes duplicate accounts and restores Salesforce trust with Sweet Potato Tec

Curinos, a financial services technology and SaaS company, faced a significant challenge as unreliable CRM data, duplicate records, and CPQ configuration issues eroded their sales team's trust in Salesforce. This lack of confidence in their core platform threatened reporting accuracy and created widespread manual work. To address this, they partnered with vendor Sweet Potato Tec for a Salesforce optimisation project.

Sweet Potato Tec implemented a comprehensive solution that included deduplicating accounts, correcting data relationships, and fixing the CPQ configuration. They also improved integrations with HubSpot and automated processes with Salesforce Flows. The result was a restored trust in the CRM, with cleaner data, more accurate reporting, and a significant reduction in manual work. Sweet Potato Tec delivered a more scalable and reliable platform for Curinos's future growth.

Curinos