Data Transformation at Curinos
Learn how Curinos partnered with Sweet Potato Tec to transform their Sales Process and Data Quality
About Curinos
Curinos is a trusted partner to financial institutions, delivering cutting-edge SaaS solutions that enable data-driven decision-making and performance optimization. Their offerings are Comparative Analytics, Optimization Platforms, Intelligent Data, and Advisory Services 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
Curinos faced several data quality and sales process inefficiencies due to legacy configurations, limited lead conversion capabilities, and poor data migration during implementation. The primary goal was to modernize and automate key areas of the sales process while ensuring data accuracy and seamless system integration
Lead and Contact Management
- No option for Sales users to manually create Contacts—only Lead conversion was available. This was based on legacy requirements.
- Frequent creation of duplicate Contacts due to lack of validation and improper HubSpot integration.
- Lead and Contact records were not correctly reassociated during sync with HubSpot.
Opportunity Management
- Opportunities were often created without proper Contact Roles or Account alignment.
- Missing stage definitions and inconsistent sales processes led to unreliable pipeline data
- Limited visibility into Opportunity health and conversion likelihood due to inconsistent field usage.
Product Configuration Errors
- Some CPQ products were misconfigured, leading to confusion and quoting issues.
- Price Rules were not functioning as intended, resulting in inconsistent pricing during the quoting process.
Data Quality Issues
- Numerous duplicate Account records existed in the system.
- During initial data migration, incorrect Contacts were linked to Opportunities, negatively impacting reporting and CRM reliability.
Salesforce Products used
Sales Cloud
CPQ (Configure, Price, Quote)
Einstein Activity Capture (Inbox)
Key Integrations
HubSpot
NetSuite
Salesloft
ZoomInfo
Salesforce for Outlook
Solution
Sweet Potato Tec partnered with Curinos to transform their data quality and sales process and ensured the user experience improved multi-fold.
Key actions included
Enhanced Lead-to-Contact Flow
- Introduced a “Create Contact” functionality for Sales users.
- Built two complex Flows to manage Contact and Lead reassociation from HubSpot, while ensuring duplicate prevention
Improved Data Integrity
- Performed complete deduplication of Account records.
- Identified and replaced incorrectly linked Contacts on Opportunities with accurate records.
Accurate Product Configuration
- Leveraged Configuration Attributes for better product setup.
- Corrected and optimized Price Rules to ensure accurate and dynamic pricing based on configuration.
Implementation
The project was implemented in a phased approach
Discovery:
Collaborating with stakeholders to uncover critical data and process gaps and to define the success criteria for Curinos implementation.
Design:
Crafting a design framework tailored to Curinos ensuring scalability, automation readiness, and coverage of key business scenarios.
Development:
Setting up the Curinos test environment, integrating with necessary systems, and building scalable solutions closer to out of the box functionality.
Continuous Support
Adapting features with every release, validating functionalities, and continuously enhancing the application to ensure the Salesforce instance evolves with their business needs.
Result
Improved Data Integrity
Duplicates were removed and Contacts correctly associated, resulting in clean, reliable CRM data and accurate reporting.
Streamlined Sales Operations
Automated Flows for order activation, renewal Opportunities, and case creation reduced manual intervention and improved response time across Sales and Fulfillment teams.
Enhanced Integration with HubSpot
Complex Flows enabled clean Lead-to-Contact conversions and avoided duplication, maintaining consistency between Salesforce and HubSpot.
Accurate Product Configuration & Pricing
Misconfigured products were corrected through proper use of Configuration Attributes and optimized Price Rules, improving quote accuracy and CPQ performance.
Future-Ready Infrastructure
With scalable automation, clean data, and tight platform integration, Curinos is now well-positioned to support future growth in sales and operations.
Testimonial
Benefiting Local Community
Curinos is proud to partner with Sweet Potato Tec in Tirunelveli India and support their efforts to attract local talent, female tech workers and create a safe working environment benefiting the local community creating new opportunities.
The Sweet Potato Tec Difference
Partnering with us means you gain a trusted team that can:
- Deliver end-to-end Salesforce process automation and data transformation tailored to your business needs.
- Drive measurable outcomes through intelligent Flow design, advanced deduplication, and seamless integration with platforms like HubSpot and NetSuite.
- Resolve legacy implementation issues and build scalable, future-proof solutions to support business growth.
- Ensure operational excellence through a hands-on, collaborative approach across sales, operations, and data teams.
Transform your Salesforce environment with confidence. Contact us today at [email protected] to learn more.