Unified CRM And Operational Data Integration For Accurate Insights Case Study

Case Study Details:

Industry: Home Service
Region: U.S.
Technology: Microsoft Fabric, Power BI

About the Company

A leading U.S.-based home service provider sought to unify and consolidate fragmented data across multiple operational and CRM systems to reduce data inaccuracies, eliminate inefficient decision-making, and improve system-wide data integration.

Challenges

Key challenges included:

  • Fragmented CRM and operational data across platforms
  • Inconsistent APIs complicated integration efforts
  • Fragile point-to-point connections caused unreliable data flow
  • Increased maintenance effort for integration management

Solutions

Evoke designed and implemented a scalable Microsoft Fabric architecture to help the company unify CRM and operational data into a single, governed platform.

Results

  • 100% unified CRM and operational data foundation
  • 70% faster integration cycles
  • 95% improvement in data accuracy
  • 30–40% faster business insights generation
  • 30% reduction in operational maintenance costs

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