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Case Study

How a leading investment bank saved 60% on data management through real-time CRM data cleansing?

Client Situation

Lack of comprehensive data strategy human errors and inconsistent inputs from sales teams was hurting the quality of CRM records as well as overall sales performance. The prime objectives towards improving sales performance was to attain a ‘Single Customer View’ by eliminating data anomalies and supplementing the CRM with actionable intelligence. 

Our Solution

  • Deployed a safe and secure CRM environment for real-time cleansing
  • Dedicated team of data analyst to spot and eliminate smallest of database errors including duplicates and incomplete records.
  • 95% data accuracy with 35% improvement in reporting/analysis

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