ActivePrime CleanEnter Success Story – Insperity

 

Company

Insperity is the nation’s leading professional employer organization (PEO), serving as a full-service human resources department that provides small and medium-sized businesses with administrative relief, big-company benefits, reduced liabilities and a systematic way to improve productivity.

“… get something quick to solve data quality problems. It’s not a matter of if you need it. You do. And make sure it integrates very well with your CRM.”

– SAM SANDERSON

Manager, Sales Automation & Analytics, Insperity

Challenge

Before Insperity implemented ActivePrime CleanEnter, there were data duplications that were difficult to detect in Oracle CRM On Demand. At the urging of the sales force, management investigated a real-time data quality solution. Since Insperity was pleased with another ActivePrime solution they were already using (CleanCRM), they selected CleanEnter.

According to Sam Sanderson, Manager, Sales Automation & Analytics, insufficient data was impacting the productivity of the sales consultants because the new data entry step was more time-consuming. They were spending too much time searching the system for matching records.

Solution

Sam comments that he really likes the fuzzy search logic CleanEnter uses for locating similar matches. The time to find contacts in Oracle CRM On Demand has become negligible and the rate of duplicate creation has decreased for Insperity.

Sam advises that every company “should get something quick to solve data quality problems. It’s not a matter of if you need it. You do. And make sure it integrates very well with your CRM.” He reminds companies to look into a real-time data quality solution soon after selecting a CRM!

Sam recommends ActivePrime CleanEnter at every user’s group meeting he attends.

 

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.