The Challenge
RevSoftware’s analytics journey was hampered by unreliable CRM Analytics (CRMA) dashboards. Key metrics were often inaccurate or incomplete, and some dashboards stopped refreshing entirely. This eroded trust in the data, forcing executives to question the numbers and sales and operations teams to revert to manual reporting. The result? Strategic decisions slowed, time was wasted, and inconsistencies crept in across the organization.
“Our CRMA dashboards had become unreliable — several metrics were showing inaccurate or incomplete data, and some dashboards stopped refreshing entirely. It made it difficult to trust the numbers or use them to make confident business decisions.”
— Tyler Albers, Director of Product Development, RevSoftware
The Impact
The data issues had real consequences:
- Executives were frustrated by inaccurate, outdated reports, delaying critical business decisions.
- Sales and operations teams lost confidence in the dashboards, resorting to manual report-building that wasted time and introduced inconsistencies.
The Solution
RevSoftware partnered with riverBI, leveraging the power of recipePro. The riverBI team’s deep expertise in CRMA and Salesforce data architecture, combined with recipePro’s automated, no-code integration engine, quickly identified and resolved the underlying issues. recipePro enabled RevSoftware to:
- Automate the ETL process in just three steps—search, select, and confirm—eliminating manual builds and maintenance overhead .
- Recommend and execute optimizations – recipes enabled them to quickly update datasets with new data, eliminated integrations failures, and increased trust for those leveraging the data.
- Restore data trust and confidence by ensuring dashboards refreshed properly and data aligned perfectly with Salesforce .
“From the beginning, the riverBI team demonstrated deep expertise in CRMA and Salesforce data architecture. They clearly explained their approach, communicated transparently throughout the process, and quickly identified issues we hadn’t seen before. Their professionalism and technical depth made it easy to trust them with a complex fix.”
The Transformation: Before & After Metrics
Just a few weeks ago, RevSoftware’s CRMA environment was struggling with:
- 1.5+ hour wait times on key recipes
- 15+ daily failures causing delays and broken dashboards
- Slow turnaround for updates—sometimes hours or even days before data refreshed
Today, with recipePro and riverBI:
- Jobs run within seconds or a few minutes of one another
- Aggregate runtime across all merged and optimized recipes is now 30% faster overall
- Zero failed runs across the board
- Full control to make changes and see results same-day
“The first time our dashboards refreshed properly and the data aligned perfectly with Salesforce—seeing accurate, real-time KPIs again, and hearing no complaints from users—was the moment we knew the project had been a success.”
Looking Ahead: Scaling Analytics
riverBI’s Elastic Consulting offering, alongside tools like – recipePro’s advancing optimization tools will enable even more seamless, RevSoftware will remain and increase the lead at the forefront of data-driven decision-making for their stakeholders.
Advice to Other Leaders
“Don’t wait. The inefficiencies and data distrust only grow over time. Partnering with a team like riverBI, with offerings and tools like recipePro, brings your analytics back to life and restores confidence across the organization. The difference in speed, accuracy, and decision-making is well worth the investment.”