Case Study
Unifying CRM Data to Drive Sales and Operational Efficiency
Datto faced major operational challenges due to fragmented CRM systems following multiple acquisitions, resulting in duplicate records, inconsistent data, and lack of visibility into customer relationships. Apps Associates led a large-scale data consolidation effort, migrating over 6,000 data fields from multiple systems into Salesforce. Through a structured discovery and enablement process, the team unified data definitions, eliminated redundancies, and created a single source of truth. The year-long project improved sales alignment, eliminated confusion around customer ownership, and enhanced forecasting accuracy. As a result, Datto achieved improved operational efficiency, stronger sales performance, and a unified organizational approach to customer data.
