Acuris: Building a Unified CRM Ecosystem for Global Growth

Acuris partnered with redk to consolidate its CRM landscape, align technology with business strategy, and empower teams worldwide with a single source of truth, driving efficiency, customer intelligence, and sustainable growth.

Objetivos

As a fast-growing organisation- expanding both organically and through acquisitions - Acuris needed to ensure its technology strategy could keep pace with its business ambitions. The leadership team recognised that fragmented systems were limiting agility and creating barriers to revenue growth.

The partnership with redk set out to achieve the following:

Align business and technology strategies to enable new revenue opportunities from Acuris’ extensive B2B client relationships.

Consolidate multiple CRM systems into a unified, streamlined solution to simplify operations.

Create a 360° customer view by integrating data from across business units and regions.

Enhance efficiency and effectiveness of teams through a clear operational and functional CRM model.

Lay the foundations for scalability by introducing governance structures and modern service-oriented architecture.

Support adoption globally, ensuring employees across 66 offices could leverage the new solution effectively.

Desafíos y soluciones

Rapid expansion meant Acuris was managing a patchwork of technologies and processes. This created silos, inefficiencies, and made it difficult to leverage customer relationships at scale. redk worked alongside Acuris’ leadership, technical experts, and key stakeholders to deliver structured, actionable solutions.

Desafío

Solución

Desafio

Multiple CRM systems across regions led to fragmented data and inconsistent processes.
Disconnected customer information prevented teams from gaining a complete view of client relationships.
CRM technology was not fully aligned with Acuris’ growth strategy, limiting potential revenue opportunities.
Complex system architecture slowed efficiency and increased costs.
Resistance and uneven adoption across global teams risked undermining the transformation.

Solución

Consolidation into a single CRM platform, removing redundant Salesforce implementations to simplify business operations.
Migration, consolidation, and quality management of customer data, resulting in a single, trusted source of truth.
Establishment of a CRM governance committee to ensure strategic alignment, continuity, and measurable impact.
Integration of the CRM with core enterprise systems: including content management, publishing, identity management, finance, and security, supporting Acuris’ long-term service-oriented architecture.
A structured adoption programme supported by redk experts, ensuring employees in multiple regions embraced the new solution and ways of working.

Resultados

The partnership between Acuris and redk has delivered a step-change in how the company manages customer relationships and enables growth through technology.

Unified customer view‍

A single source of truth gives teams complete visibility of client relationships, supporting smarter, data-driven decisions.

Operational efficiency‍

Streamlined processes and a simplified CRM architecture reduce duplicated effort and allow staff to work more effectively across business units.

Scalable governance‍

A dedicated CRM governance model ensures continuity, alignment with business goals, and the ability to scale as the company grows.

Integrated ecosystem‍

CRM is now fully connected with Acuris’ wider technology landscape, from publishing platforms to finance and identity management, creating a seamless flow of information.

Global adoption‍

Employees across 66 offices worldwide have successfully embraced the new CRM, supported by structured training and a tailored adoption programme.

Future-ready foundation‍

The new CRM framework provides a robust, flexible platform to support ongoing acquisitions, new revenue opportunities, and long-term growth.

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Sobre la compañía

Acuris

Acuris is a global financial intelligence provider with a portfolio of market-leading products such as Mergermarket and Debtwire. Serving over 115,000 daily users worldwide, Acuris delivers proprietary data and analysis across fixed income, transactions, equities, compliance, infrastructure, and research.

Industria

Financial services

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