CyberRisk Alliance partnered
Learn how CyberRisk Alliance partnered with
Sweet Potato Tec to transform their Sales, Sales Operations and Revenue Intelligence
About CyberRisk Alliance
Curinos is a trusted partner to financial institutions, delivering cutting-edge SaaS solutions that enable data-driven decision-making and performance optimization. Their offerings—Comparative Analytics, Optimization Platforms, Intelligent Data, and Advisory Services—are tailored to help banks and financial organizations improve profitability, enhance customer experiences, and stay competitive in a rapidly evolving market landscape.
Community, Events and Marketing Solutions
United States
Cybersecurity and Risk Management
Challenge
CyberRisk Alliance was facing significant operational challenges with their outdated
“order-taking” platform
Low User Adoption
Only the sales team used the system, and even they struggled with entering meaningful data.
Poor User Experience
The platform was cumbersome, leading to inefficiencies.
Limited Data Access
Marketing and fulfillment teams had no visibility into the data they needed.
Inefficient Reporting
Most teams relied on spreadsheets, leading to duplicate and inconsistent information.
These challenges hindered collaboration, decision-making, and future scalability.
Salesforce Products used
Sales Cloud
Revenue Intelligence
CRM Analytics
Data Cloud
Agent Force
Integrations
Sage Intacct
Marketo
Snowflake
Solution
Key actions included
Stakeholder Engagement:
Understanding the unique needs of sales, marketing, and fulfillment teams to ensure alignment.
Platform Migration and Transformation:
Moving from the outdated system to Salesforce while revamping processes to improve adoption and functionality.
Customisation and Integrations:
- Tools for accurate forecasting and scheduled revenue management.
- Integrations with key platforms such as Marketo, Sage Intacct and Snowflake for seamless data flow.
Training and Support:
Equipping teams with the knowledge and tools needed to fully leverage Salesforce capabilities.
Implementation
Sweet Potato Tec collaborated with the Charity Retail Association to implement a transformative Salesforce solution that effectively addressed their existing challenges, optimized workflows, and positioned them for long-term success and growth.
Discovery:
Collaborating with key decision-makers to uncover challenges and ensure alignment on project objectives and desired outcomes.
Design:
Creating a customized Salesforce platform that addresses current requirements while laying the foundation for future growth and scalability
Development:
Transferring data, setting up integrations, and deploying the platform with an emphasis on optimizing user experience
Continuous Support
Managing Salesforce updates, iterating on the website, and ensuring ongoing maintenance. This includes troubleshooting, system improvements, and providing support to maintain optimal performance and user satisfaction.
Result
Enhanced Collaboration
All teams, including retail operations and member services, now have access to shared, real-time data, improving communication and decision-making across the association.
Improved Efficiency
Automation tools and optimized workflows have reduced manual processes, eliminating the need for spreadsheets and boosting productivity.
Future-Ready Systems
Integrations with key platforms ensure the system is scalable and adaptable, supporting long-term growth and innovation.
Testimonial
When we began this project, we were stuck with an outdated, ‘order-taking’ platform that had a poor user experience. Adoption was low, only our sales team used it, and even they struggled with entering meaningful contact information. Marketing had no access to data, and reporting was so inadequate that most teams resorted to spreadsheets, creating duplicate and inconsistent information.
We chose Sweet Potato because they are outcome-focused and immediately understood our business challenges. From the very first conversation, I felt comfortable with Swami, and that trust has only grown. Their team has been dedicated, friendly, and exceptional partners every step of the way.
This wasn’t just a system migration—it was a transformation that touched every aspect of our business. Sweet Potato got to know all our stakeholders, identified who to talk to, and helped us not only solve today’s problems but prepare for future challenges. They stay ahead of Salesforce updates and continue to evolve the platform for our needs.
Today, we’re on Salesforce, and it’s a game-changer. All our teams, including marketing and fulfillment teams, have access to shared data. We now have tools for forecasting, integrations to our key platforms, and collaboration that we could only dream of before. We’ve learned so much from Sweet Potato through this journey.
Sweet Potato went above and beyond every single day, and we’re excited to continue this partnership into the foreseeable future. If you’re considering a Salesforce transformation, Sweet Potato is the partner you’ll want by your side.
Amy Hueppe
Vice President of Operational Excellence, CyberRisk Alliance
The Sweet Potato Tec Difference
- Deliver end-to-end Salesforce transformations.
- Drive measurable results through tailored solutions.
- Build lasting partnerships through a people-first approach.