Challenge

Aegion is the parent company for ten separate companies sharing one instance of CRM On Demand. With 200,000 Contacts and 70,000 Accounts, Aegion relies on CRM data for prospecting, sales and operations, and accurate contact information is critical for the sales team to be quick, effective and reactive in sales. After the CRM On Demand implementation, Aegion quickly realized they needed a way to clean up thousands of duplicates which had been loaded and created complaints by users of the CRM. They also needed a way to prevent duplicates as sales and operations created new contacts. Duplicate data made it difficult to produce Opportunity reports for management.

Solution

• Selected ActivePrime solutions for data deduplication, duplicate prevention and intelligent search – all integrated into CRM On Demand.
• ActivePrime CleanCRM significantly improved the quality of CRM data by automatically identifying and merging over 20,000 records. It also ensures duplicates are merged on a regular basis using saved criteria and built-in scheduling.
• Increased user productivity as the team can focus on selling, and not trying to determine which account is the right one to use.
• Users create new records with ActivePrime CleanEnter which finds all existing records using intelligent fuzzy search logic.
• With clean data, Aegion uses Opportunity Reports to provide management an informed view of expected revenue and pipeline.