ActivePrime CleanEnter & ActivePrime Search Success Story - Follett

 
 

Company

Follett is the trusted partner for K-12 schools, districts and college campuses making it easier for schools to run, teachers to teach and students to learn. Every day, Follett serves over half of the students in the United States, and works with 80,000 schools as a leading provider of education technology, services and print and digital content. Operating in 1,200 campus stores and over 1,600 virtual stores, Follett is higher education’s largest retailer.

“ActivePrime Search is critical to Follet because it allows us to manage our data in an effective way. It ensures data integrity within our CRM.

ActivePrime has worked flawlessly from the day we first implemented it.”

– BILL MICKOW

SVP of Enterprise Applications, Follett Corporation

Challenge

Follett has hundreds of sales reps that call on K-12 schools across the United States, with each rep managing thousands of schools and contacts. Because the native search in CRM On Demand only finds exact matches, the sales team struggled to find the right contact at the right location while trying to call on and visit their accounts. Often duplicate contacts were added to the CRM, making matters worse.

In addition, Follett is consolidating from several CRM systems into Salesforce Sales Cloud. As account and contact data is consolidated, dealing with records with different spellings and formats has made finding the right record even more challenging.

Solution

  • Selected ActivePrime solutions for data integrity and intelligent fuzzy search logic - integrated into CRM On Demand.
  • ActivePrime Search finds all possible results so the sales reps can take action quickly.
  • Now reps find the right contacts on the first search, whether they are calling, on the road or in the parking lot trying to visit a local school.
  • Productivity has increased as the team can focus on selling, and not trying to locate contacts and accounts.
  • ActivePrime was the easiest, quickest path to getting up-and-running and required no additional training or screens for users to learn.
  • Follett is now leveraging ActivePrime’s powerful fuzzy logic capabilities to enhance Salesforce native search, and CleanEnter to prevent duplicate entry into the CRM.
 

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.