The Challenges

As OvationCXM grew, the company faced increasing demands for scalable integrations across multiple CRMs and systems. The complexity of working with regulated industries meant that compliance and security had to be prioritized while maintaining a high-quality customer experience.

Ovation's internal team was struggling with:

• Building individual connectors for each CRM system

• High maintenance efforts for existing integrations

• Integration bottlenecks that slowed down customer onboarding

• Long development cycles and maintenance challenges

The need for seamless, real-time integrations to onboard clients and solve integration issues between different CRM systems became critical. The internal team faced long development cycles and maintenance challenges, slowing down their ability to deliver new features and customer solutions at scale.

Solutions

OvationCXM chose Refold AI as their integration partner to streamline their processes and accelerate integration development. By leveraging Refold AI's platform, OvationCXM was able to automate key tasks, including CRM integrations, data processing, and ensuring compliance.

Key solutions implemented:

• Seamless Integration with Refold AI

  Automated key tasks including CRM integrations, data processing, and compliance

• Efficient Data Management

  Using Refold AI's developer tools and low-code options to manage integrations without extensive custom coding

• Enhanced Flexibility & Scalability

  Integration with third-party platforms became faster and more reliable

• Orchestration Features

  Manage data across internal systems and external applications seamlessly

Refold AI's flexibility allowed Ovation to create scalable integrations that could evolve with their growing needs. The ease of managing APIs and automation through Refold AI's interface empowered Ovation to stay ahead of customer demands without the need for complex, custom-built solutions.

Impact

With Refold AI, OvationCXM experienced transformative results:

• 6X Faster Development Time

  What once took up to 2 months to integrate now happens in a matter of hours

• 53% Reduction in TCO

  By eliminating the need for extensive custom coding and reducing integration management time

• Significant Time Savings

  Teams save valuable time on monthly reporting, onboarding, and data synchronization

• Improved Customer Experience

  Automated processes and smoother connections between systems enhance real-time customer service

The reduced overhead means more resources can be directed towards growing the business and serving customers. The integrations powered by Refold AI have directly contributed to OvationCXM's ability to deliver a better, more consistent customer experience.

Conclusion

OvationCXM's partnership with Refold AI has empowered them to accelerate their integration development and scale seamlessly. By cutting down integration times, reducing costs, and enhancing operational efficiency, Ovation has positioned itself as a leader in customer experience management, with a future-proof integration strategy in place.

With Refold AI handling the complex integrations, OvationCXM can now focus on what matters most—delivering top-notch customer experiences in regulated industries, all while meeting compliance standards and reducing operational overhead.

"Partnering with Refold AI has been a game-changer for us. Their platform's simplicity and scalability have enabled us to accelerate integrations, empowering our teams to focus on delivering exceptional customer experiences. With Refold AI, we've turned months of work into hours." - Prayas Tiwari, Senior Product Manager