ActivePrime CleanEnter, CleanImport, and CleanCRM Success Story - Private Higher Education Institution

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Company

This ActivePrime customer is a private institution of higher education headquartered in the US. The organization offers graduate and undergraduate degree programs and relies on Oracle CRM On Demand to manage student recruitment.

“ActivePrime has been very beneficial in managing our data and it was definitely a factor in our successful deployment of Oracle CRM On Demand.”

Project Management Office Director

Challenge

With no way to check for duplicates at the time of data entry or import, data in this customer’s CRM became inaccurate and risked creating duplicates across other company systems.
The organization was looking for a solution that would make users search the CRM before creating a contact and avoid spreading duplicates in the system.
The customer also wanted to see their data quality in context and focus their efforts less on reaction and more on prevention.

Solution

The organization selected ActivePrime following Oracle’s recommendation.

  • CleanCRM enabled a fast, thorough clean up of the existing duplicates in the CRM.
  • CleanImport and CleanEnter brought a significant decrease in the creation of duplicate records.
  • Using ActivePrime, the customer was also able to identify the users who were creating duplicate records, and had their training department assist the team to minimize duplicate creation.

In terms of benefits, the organization noticed:

  • a clean, duplicate-free database (both their CRM and other company systems);
  • streamlined productivity when users don’t have to search data in all their systems;
  • enhanced success of their recruitment and retention initiatives.

Working with a CRM, the customer recommends particular attention be given to the data creation and data import processes.

 

ActivePrime Power 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.