ActivePrime CleanCRM Success Story – San Francisco Consulting Group

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Company

San Francisco Consulting Group helps bring organizational success through sales and marketing automation. SFCG enables companies to focus on business efficiency and customer experience, by selecting and implementing software applications that meet their clients’ needs for advanced or customized solutions.

“As a systems integrator for one of our Healthcare customers, we selected CleanCRM thanks to its ability to seamlessly sit on top of CRM On Demand.

CleanCRM helped us remove tens of thousands of duplicate records and set up a more efficient management process for all the user data across our customer’s systems.”

– CHRIS FULLER-WIGG

Director of Sales Automation Services, San Francisco Consulting Group

Challenge

This San Francisco Consulting Group customer in the Healthcare industry was using CRM On Demand for their sales automation. Increasing amounts of data from their new programs were generating duplicates in their system. They needed a way to clean up duplicates from their database and set up advanced rules to prevent duplicates from being created.

To do so, they had to understand where each record was located and needed, whether and when customer information had been updated, their current status, and even how to engage with each customer.

Results

Fully grasping their customer’s needs, SFCG selected CleanCRM to deduplicate CRM On Demand data and keep it duplicate-free.

  • Deduplication; SFCG eliminated tens of thousands of duplicate records and improved the quality of the company’s data quality management process.
  • Clean data; access to clean, accurate data made it easier to understand and guide customers through the company programs.
  • Simplification; with CleanCRM, SFCG could extract, visualize, and dedupe data with minimum time and effort.
  • Data rules; SFCG can use CleanCRM to set up rules for distinct data treatment straight into CRM On Demand.
  • Smart merging; records can be compared before import and duplication alerts are sent out before creating a contact.
  • Mass merge; mass data merge capabilities provide full flexibility and reduce time spent on record cleaning.
 

Multi-Search™

Easy access to data no matter where it resides.

CleanCRM™

Sweeps up duplicates en masse without breaking a sweat.

CleanEnter™

Blocks incoming duplicate data intruders for any record type, one at a time.

CleanImport™

Imports files into your CRM without creating duplicates.

CleanUpdate™

Schedule mass updates at off-peak hours. Update record owner, opportunity status & field values.

ActivePrime Search™

Targets the right record with superhuman speed.

CleanVerify™

Restores accuracy to contact data in a single bound.