The Challenge
Customer data is scattered across CRM, support, billing, and legacy systems, leading to inconsistent customer experiences and manual data lookups. Teams work in different systems with no single source of truth.
Our Solution
Unified customer data platform that synchronizes records across all systems in instant, creating a single source of truth for customer information with automated field mapping and bi-directional sync.
Business Impact
- 90% reduction in manual lookups
- Improved customer satisfaction
- Unified data view across teams
- Automated field mapping
- Bi-directional sync
Comprehensive Data Unification Process
Clockspring transforms fragmented customer data into a unified, view across all systems:
Synchronization
Automatically syncs customer data across Salesforce, Zendesk, Stripe, and ERP systems in instant, ensuring all teams have access to the most current information.
Automated Field Mapping
Intelligent field mapping and transformation between different system schemas, handling data type conversions and business rule applications automatically.
Data Validation & Governance
Built-in data validation, conflict resolution, and governance controls ensure data quality and compliance across all integrated systems.
Monitoring & Analytics
Comprehensive monitoring, logging, and analytics provide visibility into data flows, sync status, and system performance across all integrations.
Systems Involved
Notes: Supports Postgres, SQL Server, Oracle, MySQL reads. Write-backs limited to systems with safe, documented APIs (e.g., Salesforce, Zendesk, Stripe). ERP remains read-only if no supported API is available.
How It Works (60 seconds)
- Capture: Listen for changes from your apps and read the few trusted tables from ERP.
- Unify: Normalize fields, match records, and resolve conflicts to one customer truth.
- Sync: Write only what changed to each system and keep everything aligned.
- Webhooks or API poll: Salesforce, Zendesk, Stripe
- Scheduled DB read: ERP authoritative tables
- Schema normalize: email, phone, address, IDs
- Merge rules: priority order + match keys
- Targeted writes: system‑specific upserts
- Error routing: exceptions → review queue/funnel
- Observability: metrics, logs, replay
Built‑in Safeguards
- Idempotent writes: prevents duplicates and loops
- Field‑level validation: formats, ranges, required checks
- Conflict handling: last‑writer, source‑of‑truth, or rule based
- Controlled access: API‑only writebacks; legacy DB reads only
- Audit trail: every change logged and replayable
Ready to Unify Your Customer Data?
Stop chasing mismatched records and start delivering consistent customer experiences across all your systems.