← Back to Case Studies B2B SaaS • Series B

From 12 Tools to One Source of Truth

How we helped a growth-stage SaaS company consolidate scattered data, cut reporting time by 90%, and increase forecast accuracy by 34%

The Challenge

A fast-growing B2B SaaS company had reached $15M ARR but was drowning in data chaos. Over 5 years of rapid growth, they'd accumulated 12 different tools:

Salesforce (CRM)
HubSpot (Marketing)
Intercom (Support)
Gong (Conversation Intelligence)
Tableau (Analytics)
Plus 7 more point solutions

"Our sales team couldn't find the information they needed. Marketing couldn't measure ROI. And every board meeting, I was scrambling to pull together numbers from 5 different dashboards."

- VP of Revenue Operations

The Solution

We took a three-phase approach to consolidate their revenue tech stack without disrupting ongoing operations:

Phase 1: Revenue Data Architecture (Weeks 1-2)

Audited all 12 tools and mapped data flows
Identified duplicate data and conflicting sources of truth
Designed unified revenue data model
Selected HubSpot + 2 integrated tools as consolidated stack

Phase 2: Data Migration & Integration (Weeks 3-8)

Migrated & deduplicated 45,000 contacts
Built custom integrations for remaining tools
Automated data sync workflows
Set up real-time revenue dashboard

Phase 3: Team Training & Optimization (Weeks 9-12)

Trained sales, marketing, and CS teams on new system
Created documentation and playbooks
Implemented automated reporting
Optimized workflows based on user feedback

Dealing with scattered revenue data?

We can help you consolidate your tech stack and build a single source of truth.

Schedule a Free Assessment

The Results

90%

Faster Reporting

2 days → 2 hours

34%

Forecast Accuracy

Increase in precision

$85K

Annual Savings

In tool costs

Additional Outcomes:

Sales team now has complete customer context in one place
Marketing can accurately attribute revenue to campaigns
Board reports compile automatically instead of taking 2 days
Customer success can see full customer journey
Reduced onboarding time for new hires by 40%

Project Timeline

Week 1-2: Discovery & Architecture Design

Week 3-4: Data Migration & Deduplication

Week 5-6: Integration Setup & Testing

Week 7-8: Dashboard Build & Automation

Week 9-12: Training & Optimization

Ready to Consolidate Your Revenue Stack?

We'll audit your current tools, design a unified architecture, and handle the entire migration - without disrupting your team.

Schedule Free Assessment View More Case Studies