Seamless CRM & Cloud Marketplace Integration

/ Enterprise Platforms / Israel / 2025-Present /

Less Manual Processing: 35-50%
Faster Co-Sell Submissions: 30%
Revenue Tracking Accuracy: 95%

Client: CRM Integration Company
Industry: Enterprise Platforms
Region: Israel
Period: 2025-Present
Engagement: Dedicated Team
Team size: 120 MM

Services used

Product Engineering

Summary

The client supports ISVs in selling through AWS ACE and needed a secure, scalable integration platform across Salesforce, HubSpot, and AWS. Manual data flows between systems caused delays, errors in co-sell submissions, and poor revenue tracking across tenants.

The Challenge

Data between CRM systems and AWS ACE moved manually

Errors in submissions slowed partnership deal closings

No unified view of revenue across tenants and channels

Each ISV tenant required isolated, secure configuration

The Solution

01 Lead discovery and qualification

A discovery and qualification system surfaces co-sell opportunities for the ISVs the client supports, so candidates for AWS ACE are identified in the platform rather than assembled by hand from separate CRMs.

02 Salesforce managed package

A Salesforce managed package maps native Salesforce objects onto AWS ACE entities. That mapping is what removes the manual re-entry between the two systems and the submission errors it was producing.

03 Automated co-sell submission

Accepted opportunities are submitted automatically for AWS co-sell recognition, so partnership deals stop waiting on someone to file them and closings are no longer held up by the paperwork step.

04 Secure multi-tenant architecture

Each ISV tenant runs in an isolated, compliance-focused configuration, which was a hard requirement given that revenue and pipeline data from competing vendors sits in the same platform.