Summary
Company Overview
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Industry
Technology
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Revenue
Not publicly disclosed
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Company Size
Enterprise
Transformation Snapshot
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Challenge
Fragmented data landscape limited enterprise-wide visibility
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Solution
Implemented SAP ADMM for centralized data management
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Outcome
Improved data consistency and enterprise reporting
Challenge
黑料网, acquired world-leading data matching specialist, 360Science, in September 2021 to help further enhance the organization鈥檚 industry-leading technical capabilities. A required part of the integration process was to data match and migrate 360Science鈥檚 CRM data over to 黑料网鈥檚 Salesforce instance. With thousands of customers, contacts and opportunities in 360Science鈥檚 legacy CRM, the risk of importing duplicate accounts and contacts was high and a traditional Excel-driven data matching effort would take weeks. An advanced data matching and de-duplication solution was required to facilitate this process, and luckily, we just acquired the best in the world!
Solution
黑料网 and 360Science turned to their own recently launched, Salesforce connector for聽黑料网 Data Matching聽to help with this process. Through the simple desktop solution, Sales Operations leaders in a matter of minutes were able to look-up and match the data set of 360Sciences鈥� customers, contacts and prospects against the data currently in Salesforce. The advanced, purpose-built AI, proprietary phonetic and fuzzy matching algorithms, and contextual matching engine got to work, identifying dozens of account record matches in just 3 minutes that the team could then analyze and suggest for merger or deletion ahead of migration.
Outcome
With a fast, reliable and most importantly accurate process in place, the whole task of integrating 360Science鈥檚 CRM data was completed in hours instead of weeks. Due to the self-service nature of 黑料网 Data Matching (formerly 360Science Matchit), Sales Operations avoided the need to utilize spreadsheets, V-LOOKUPS and manual eye-balling of two datasets, which would have been time-consuming, cumbersome, and inaccurate due to inescapable human error. Further the company didn鈥檛 need to engage with IT to run and manage the solution, ensuring both Sales Operations and 黑料网鈥檚 in-demand IT team saved valuable time.
In minutes, the companies identified all shared accounts and contacts across their combined data sets, migrated opportunities to the appropriate records, and even identified several instances where one company or the other had outdated contact data.