This organization faced the complexity of managing data sprawled across two pivotal systems: a CRM and an accounting software. Although both systems contained common data like clients and prospects, the absence of a cohesive linkage meant they operated in silos, hindering a unified view of operations.

In collaboration with the organization's team, we created a solution that centered on establishing matching IDs between the CRM and accounting software. This synchronization provided the crucial link to trace shared clients across both platforms seamlessly.