Customer data was spread across CRM, licensing, support, and revenue systems. Duplicate records, broken hierarchies, and manual reconciliation consumed team capacity. PivotX combined master data management, business stewardship, and a navigable account hierarchy so revenue-facing teams could work from the same customer record.
Sales, support, licensing, and revenue operations each had a different view of the customer. Duplicate records, inconsistent account hierarchies, and competing naming conventions forced teams to reconcile data before preparing a forecast, reviewing a pipeline, or responding to a support case.
The hierarchy problem was especially difficult. Parent companies, subsidiaries, divisions, contacts, licenses, and billing relationships didn't line up across platforms.
Before working with PivotX, the company had duplicate customer records, inconsistent names and fields, and no clear responsibility for keeping the data accurate.
PivotX built a master data management solution on Amazon Web Services that standardizes customer information, resolves duplicate records, and assigns ownership to the appropriate business users. New workflows allow those users to correct and maintain the master record without sending every change through IT.
The company now has one trusted customer record and a process for preventing duplicate and inconsistent data from accumulating again.
Cleaning the records addressed the data-quality problem. Revenue-facing teams also needed to understand how contacts, accounts, parent companies, licenses, and billing relationships fit together.
PivotX created a navigable account hierarchy and made it available through Power BI. Sales, support, and revenue operations can see the relationships among customer records without reconciling information from multiple systems.
Teams can now use the same data for support cases, forecasts, and pipeline reviews. The model can also accommodate new products, channels, and geographies without another consolidation effort.
Your sales and customer success teams are working from different versions of the same account record.
Preparing a forecast or pipeline review requires someone to reconcile data that should already agree.
You clean up the customer data periodically, and it degrades between each cleanup because there is no governed way to maintain it.
PivotX has taken companies from initial assessment to production-grade AI in weeks, not quarters. The cases below aren’t proofs of concept. They’re actual production.
We can review the manual steps, handoffs, and systems involved and identify a practical place to begin.