Case Study: Capify achieves clean, trusted sales data and streamlined lead management with Validity

Capify Finds Success and Efficiency With Validity

Capify, a leading alternative finance provider for UK and Australian SMEs, faced growing data quality and lead management challenges across its sales and website enquiry streams while supporting 135 offshore sales users. To protect its Salesforce-driven processes and ensure reliable lead routing, Capify had been using Validity DupeBlocker since 2010 and recently implemented Validity DemandTools to tackle broader data consistency, lead assignment and mass-update needs.

Validity integrated DupeBlocker into Capify’s Salesforce workflow to prevent duplicates and build sales team trust, while DemandTools was deployed to standardize records, streamline lead assignment and enable mass changes. As a result, Capify now delivers cleaner, more actionable leads to sales, reduces duplicate handling, and produces more accurate business intelligence, dashboards and reports — helping the sales team trust that they’re “getting clean data every time, every lead.”

Capify

Matt Butler

Project Implementation Manager