Software & Tech-enabled Business Services

Case Study: Vector

CRM re-architecture & optimization

A Common CRM Problem
Vector's CRM had become stale and inaccurate. Workflows were broken, architecture was over-complicated, and the combination made it nearly impossible to use.
Full-Funnell RevOps
Everpeak’s approach focused on full-funnel optimization — starting at the bottom of the funnel and working upward to strengthen middle-and top-funnel marketing alignment.
Realizing The CRM Investment
Everpeak trained the Vector team on the new CRM processes, ensuring they could maintain the system, the data, and the results into the next phase of growth.

Mulesoft + Snowflake

A Data Pipeline That Couldn't Keep Up
‍Outdated contact data meant inaccurage segmentation and automation that didn't trigger reliably. Leadership was making decisions based on out-of-date information.
A Modern Pipeline Built on MuleSoft and Snowflake
‍Everpeak built a data pipeline using MuleSoft, Snowflake, and Airbyte to move clean, real-time data into Salesforce. MuleSoft served as the "brain," deciding how and when Salesforce updates, while Snowflake prepared and structures the data before it ever touches the CRM.
83% Faster Sync, 171 Hours Saved Annually
Data sync time dropped by approximately 83%, going from roughly 6 hours of manual updates to near real-time. Automation now works the way it should, triggering the right emails and workflows at the right time.