Case Studies Epic Design Labs Uses PieSync to Synchronize Customer Contacts Across Multiple Platforms

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	Epic Design Labs Uses PieSync to Synchronize Customer Contacts Across Multiple Platforms

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
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. Read More
About 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. Read More
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. Read More Log in to view content
Contents

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

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 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.

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.

Impact #1	PieSync works in the background to sync contacts two-way and in real-time, ensuring access to the most up-to-date customer information.
Impact #2	The solution saves time spent on data entry and eliminates the need for manual import/export of contacts.
Impact #3	It provides a single database across all cloud apps, ensuring consistency and accuracy of customer information.

Impact #1

PieSync works in the background to sync contacts two-way and in real-time, ensuring access to the most up-to-date customer information.

Impact #2

The solution saves time spent on data entry and eliminates the need for manual import/export of contacts.

Impact #3

It provides a single database across all cloud apps, ensuring consistency and accuracy of customer information.

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Overview

Epic Design Labs Uses PieSync to Synchronize Customer Contacts Across Multiple Platforms

Operational Impact