What Is STIBO MDM SmartSync for Salesforce?

MDM SmartSync for Salesforce is a licensed, Lightning-ready app that delivers bi-directional integration between Salesforce and the Stibo Systems MDM platform (Customer Experience Data Cloud / Business Partner Data Cloud). Instead of building and maintaining custom integrations, you get a prebuilt, best-practice connector that extends enterprise-grade data quality and governance directly into CRM.

SmartSync is designed for organizations that want Salesforce to be a true consumer of golden customer data—not yet another silo that proliferates duplicates, incomplete records, and reporting inconsistencies. It turns Salesforce into a governed front door to your customer master, so every new record and update follows the same rules as your enterprise MDM hub.

Key Capabilities That Matter to Salesforce Teams

SmartSync is more than plumbing; it embeds MDM discipline into everyday Salesforce workflows.

• Real-time “Search Before Create”
  SmartSync checks for existing records across Salesforce and the Stibo Systems MDM platform before a user creates a new account or contact, preventing duplicates at the point of entry. This protects revenue processes, improves user trust, and reduces downstream merge and cleanup work.
• Bi-directional synchronization of golden records
  The connector keeps Salesforce and the MDM platform in sync, ensuring that golden records and CRM instances are always aligned. Updates, merges, and survivorship logic handled in MDM are reflected back in Salesforce automatically.
• AI-ready customer data
  By cleansing, validating, and standardizing data before it lands in Salesforce, SmartSync produces AI-ready customer profiles that can reliably feed analytics, recommendation engines, and generative AI use cases.
• Unified, 360° customer view in Salesforce
  SmartSync delivers a single, trusted customer profile in Salesforce by leveraging the MDM golden record, improving segmentation, next-best-action, and cross-sell/upsell initiatives. Users see accurate, enriched data without leaving their familiar Salesforce screens.
• Future-proof, best-practice integration
  The connector follows Salesforce and Stibo Systems integration best practices, including support for standard (accounts, contacts) and custom objects, Lightning readiness, and robust merge handling. This reduces integration risk and rework when Salesforce or MDM are upgraded.

Business Outcomes: Why SmartSync Is Strategic

For many enterprises, Salesforce is mission-critical, but its value erodes quickly when data quality lags behind process maturity. SmartSync directly connects CRM productivity with enterprise data governance, driving outcomes that executives care about.

• Revenue and pipeline quality
  By eliminating duplicate accounts and contacts and ensuring that territories, hierarchies, and key attributes are consistent, SmartSync improves forecasting accuracy and speeds up opportunity execution.
• Operational efficiency and cost reduction
  Automated validation, deduplication, and merge handling reduce the manual effort required from data stewards and CRM admins. Teams spend less time cleaning data and more time engaging customers.
• Compliance and risk management
  A governed master for customer data, surfaced in Salesforce, helps reduce regulatory and contractual risk around privacy, consent, and data use. Consistency between systems also simplifies audits and reporting.
• Speed to value for MDM investments
  Organizations that have invested in Stibo Systems MDM can expose that value directly to business users in Salesforce without building complex point-to-point integrations. SmartSync accelerates time-to-value by packaging integration patterns that might otherwise take months to design and harden.

How Apptad Helps You Succeed with SmartSync

Deploying SmartSync is not just a technical exercise—it’s a transformation of how your Salesforce and MDM ecosystems collaborate. Apptad combines deep expertise in Stibo Systems and Salesforce to design and implement end‑to‑end solutions around SmartSync.

Here’s how Apptad can help:

• Strategic architecture and roadmap
  Apptad aligns SmartSync with your broader customer data strategy, defining the right data domains, stewardship model, and integration patterns between Salesforce, Stibo Systems, and downstream platforms
• Implementation and configuration
  The Apptad team configures SmartSync to support your specific Salesforce clouds, standard and custom objects, and complex merge and survivorship rules, leveraging hands-on experience with Stibo Systems MDM implementations.
• AI and analytics enablement
  By pairing SmartSync with your analytics and AI stack, Apptad helps you turn AI-ready MDM data into concrete use cases such as lead scoring, churn prediction, and intelligent routing across your Salesforce landscape.
• Change management and ongoing optimization
  Apptad supports adoption with training, documentation, and continuous tuning of data quality rules, ensuring that SmartSync keeps pace as you add regions, products, or new Salesforce capabilities

Make Salesforce Your Trusted Customer Hub with Apptad

If you’re running Salesforce at scale and using (or planning to use) Stibo Systems MDM, SmartSync for Salesforce is the fastest way to deliver clean, governed, AI‑ready customer data directly where your teams work every day

Apptad can help you:

• Assess your current Salesforce and Stibo Systems landscape
• Design a SmartSync‑enabled architecture and rollout plan
• Implement, tune, and scale SmartSync across clouds, geographies, and business units

Ready to turn Salesforce into a trusted, MDM-powered customer hub?

Contact Apptad to schedule a SmartSync for Salesforce strategy session and see how we can help you unlock governed, AI-ready customer data across your enterprise