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Epic Design Labs Uses PieSync to Synchronize Customer Contacts Across Multiple Platforms
Technology Category
- Application Infrastructure & Middleware - Data Exchange & Integration
- Platform as a Service (PaaS) - Connectivity Platforms
Applicable Industries
- Professional Service
Applicable Functions
- Business Operation
- Sales & Marketing
Services
- System Integration
The Challenge
Epic Design Labs, a Portland-based web services business, faced challenges in maintaining a 360° view of each client as they grew. The increase in team size led to the use of more cloud apps, creating a customer knowledge gap between departments. This made it difficult to keep client information centralized and up-to-date. Kalon Wiggins, a Digital Marketer at Epic Design Labs, was tasked with finding a solution to manage contact data effectively. Before PieSync, there was no procedure to manage contact data, leading to scattered information across various apps and departments.
About The Customer
Epic Design Labs is a web services business based in Portland, known for its passion, knowledge, and creativity in delivering collaborative experiences and standout brands for its clients. The company is deeply committed to its clients, making them the center of their work. As the company grew, maintaining these high standards became challenging due to the increased use of cloud apps and the resulting customer knowledge gap between departments. This necessitated a solution to keep customer information synchronized and accessible across the organization.
The Solution
Epic Design Labs chose PieSync to address their contact data management issues. The Marketing Department, already using SharpSpring as their central source of truth, needed a way to integrate other platforms like Zendesk and Recurly. PieSync provided a solution by enabling reliable, real-time, two-way synchronization of client contact data across all apps. This integration automated several processes that previously required manual effort. For instance, when a client purchases a service, their profile is updated in Recurly and synced in real-time to an email list in SharpSpring. Similarly, new potential customers added to Google Contacts by the Sales Department are automatically synced to SharpSpring and managed as prospects. This seamless integration impressed all departments, including Management, Marketing, Accountancy, Sales, and Customer Service.
Operational Impact
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