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Custom CRM Data Cleanup and RevOps Optimization for Helix Solutions

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Industry

Healthcare

Challenge

After an unsuccessful HubSpot migration, Helix Solutions faced critical issues from merging multiple legacy CRMs: extensive data duplication, an inability to support complex parent-child company relationships, and unreliable reporting. Insufficient communication and oversight from their previous partner compounded these technical challenges, leaving Helix with a fractured CRM and eroded trust in their systems.

Results

Triario's custom-coded deduplication, sales automation, and advanced analytics delivered a clean CRM database, streamlined core sales and client onboarding processes, and enhanced reporting accuracy using business-day metrics. This resulted in thousands of company duplicates removed, significant reductions in manual sales tasks, and improved data-driven decision-making—backed by proactive, transparent communication throughout the engagement.

Key Product

RevOps Framework, CRM Data Cleanup

www.helixsolution.com/
Clean, reliable CRM data
Major reduction in manual sales tasks.
Improved reporting accuracy and decision-making.
Proactive communication and technical expertise.
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About your Customer

HELIX, a division of EssilorLuxottica, brings together tech enthusiasts and eye care experts dedicated to transforming practice workflows. By specializing in software and services for ophthalmologists, HELIX manages a sophisticated CRM architecture that supports complex hierarchies of parent and child companies, ensuring seamless operations across every level of the organization.

The Challenge

Helix Solutions, a leading medical technology provider, encountered substantial operational hurdles after a poorly managed HubSpot migration. The consolidation of data from legacy CRMs led to a tangled web of duplicate records, particularly within their intricate parent-child company structure. Native HubSpot tools were unable to resolve these nuanced data relationships, resulting in unreliable sales processes and reporting.

To complicate matters, inadequate communication from their former implementation partner left Helix with little visibility into project progress, further undermining confidence and the ability to act decisively.

The Solution

Recognizing the urgency of Helix's situation, Triario stepped in with a targeted, innovative approach. Leveraging deep RevOps expertise, Triario developed a custom-coded deduplication engine that could intelligently merge records based on Helix-defined criteria while safeguarding critical parent-child company relationships.

Beyond data hygiene, Triario implemented automations to eliminate tedious manual steps in sales workflows—such as associating child companies with deals and automating new client onboarding. For advanced operational insight, Triario built custom reports and pivot tables to accurately measure ticket close times in business days, enabling precision in performance analysis.

Throughout the engagement, Triario maintained proactive, transparent communication, fostering trust and alignment at every stage.

The Results

Helix Solutions has achieved a dramatic transformation in CRM reliability and operational efficiency. A custom deduplication initiative has already eliminated thousands of duplicate company records, with active work now extending to contacts, deals, and tickets to fully align the database with Helix's sophisticated entity structure. These improvements have significantly reduced manual tasks for sales teams, while advanced reporting—now calculated by business days—provides leadership with the actionable insights necessary for strategic decision-making.

Triario's responsive, expert partnership restored Helix's confidence in their technology stack and set the foundation for scalable, AI-ready growth.

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