Case Study: Metadata.io achieves a unified view of customer health with Syncari

Metadata Builds a Unified View of Customer Health with Syncari

Metadata.io, a leading AI-powered demand generation platform, faced trouble turning customer usage data into reliable customer health scores. Their revenue operations team relied on CSM “gut feeling” and monthly Salesforce snapshots that were time-consuming and often outdated. To solve this, Metadata.io turned to Syncari and its data unification platform to connect systems like Salesforce and Google Sheets and bring product usage into a single, governed view.

Syncari unified, de-duplicated, and automated Metadata.io’s cross-system data flows so product usage and health scores update in real time, automated territory designation, and even triggers Slack celebrations for sales events. The result: a 50% improvement in inbound opportunity quality, a 3x increase in upsell opportunities, and 25 hours of manual work eliminated each month, while Syncari’s reports now enable better forecasting of renewals, upsells, and churn.

Metadata.io

Sam Bowley

Senior Director of Revenue Operations