Unifying 128 Enterprise Relationships Across 5 Salesforce Instances

A financial services company brought 128 enterprise relationships spread across five Salesforce instances into one 360-degree view on DevRev — with real-time churn-risk and cross-sell signals.

Company

The customer is a financial services company managing 128 key enterprise relationships. This case study is presented anonymously at the customer's request.

Challenge

Customer data was fragmented across five separate Salesforce instances, leaving no unified view of any relationship. The company couldn't reliably score engagement, spot churn risk, or find cross-sell opportunities across its portfolio.

Solution

DevRev connected all five Salesforce instances without disrupting existing workflows and unified them into a single 360-degree customer view — a single AI-powered surface for searching, summarizing, and acting on customer data, with real-time engagement scoring and churn detection.

Impact

Unifying the instances turned scattered records into an actionable view of every relationship:

Unified 360-degree customer view across 128 enterprise relationships.
5 Salesforce instances connected without disrupting existing workflows.
Real-time engagement scoring and churn-risk detection.
Cross-sell and upsell opportunities identified across the full portfolio.
License-cost reduction by consolidating low-utilization Salesforce seats.
One AI-powered surface for searching, summarizing, and acting on customer data.

Talk Track

One of the world's largest financial services firms had customer data scattered across 5 Salesforce instances — 128 of their top accounts, and nobody had a single view. We unified all of it with our AI data fabric. Now their CCO has a real-time 360 on every major account, with churn risk and cross-sell signals built in.