The Challenge

The organization’s proprietary product platform, hosted on AWS, contained valuable filer and filing intelligence that could help sales representatives identify and engage prospective customers. Without an automated way to match and surface this information inside Salesforce®, sales teams lacked visibility into which accounts could benefit from the company’s proprietary tool, limiting proactive outreach and revenue growth opportunities.

The Solution

We architected a secure, multi-cloud integration leveraging Salesforce® Apex, AWS Lambda, Python-based matching logic, and direct MySQL database queries to synchronize filer intelligence with CRM accounts. The integration executes deterministic File ID validation and intelligent fuzzy name matching to accurately associate external filing records with Salesforce accounts, embedding structured filing visibility directly into the sales workflow.

The Outcome

By surfacing proprietary filing intelligence within Salesforce, representatives gain access to relevant document history and secure deep links into the external platform transforming isolated product data into actionable sales insight.

The business can now identify accounts with meaningful filing activity, initiate informed outreach, and demonstrate the value of its proprietary solution directly within their existing Salesforce org.