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One platform or a stack of tools
What changes when every team works from the same customer record.
| Feature | Hourglass | A stack of point tools |
|---|---|---|
| Customer data | One record that every tool shares | A copy in each tool, kept in step by hand or by connectors |
| Handoffs | Marketing, sales and service on the same timeline | Exports, imports and context lost in between |
| Reporting | One report from first visit to renewal | A spreadsheet stitched together from several dashboards |
| AI agents | Agents that read the whole customer record | Separate assistants that only see their own tool |
| Admin | One login and one set of permissions | Separate users, roles and bills for every tool |
| Cost | One price that grows with you | Several subscriptions that grow separately |
Customer stories
Teams that made the switch
They moved off separate tools and legacy systems one team at a time, and kept their history.
Illustrative stories for this demo.
“We were paying for seven tools that didn’t talk to each other. Moving marketing, sales and support onto Hourglass gave every team the same numbers.”
Hannah Cho
Chief Revenue Officer, Eventus
7
tools replaced by Hourglass
5 weeks
to move every team over
“Quotes, orders and dealer conversations used to live in three systems and a lot of inboxes. Now our sales team and our dealers work from the same account record, and quotes go out the same day.”
Grace Haddad
VP of Dealer Sales, Suzuki
34%
faster quote turnaround
3
legacy systems retired
“Our branch and contact center teams used to switch between four systems to answer one question. Now the Customer Agent drafts the reply from the customer’s record, and our staff approve it before it goes out.”
Priya Raman
VP of Customer Experience, Mercantile Bank
38%
faster replies to customer questions
2x
more customers enrolled in online banking
Bringing your tools together
Start with the tools that cause the most handoffs, usually email and the CRM, and connect the rest while you move.
Every tool you retire is one less login, bill and copy of your customer data, and one less handoff to break.
The migration playbookPlan the move
Map objects, fields and owners with our team. Decide which teams go first.
Run a test import
Import into a sandbox and check the results. Fix mappings before anything goes live.
Go live team by team
Start with one hub and one team. Old and new run side by side for a while.
Retire the old tools
Move integrations and reports across. Switch off what you no longer need.
