ActivePrime CleanCRM Success Story – Intelenex

 

Company

Intelenex is Oracle’s Titan Award winning, full service Oracle applications shop, with deep experience with E-Business Suite, CRM On Demand, AIA/Fusion Middleware, and the CRM On Demand Elite 8 applications. They are focused on solving challenges companies face in automating and integrating their entire front to back office business process; from the beginning of a marketing campaign through the life of the customer. Intelenex provides CIO level experience to help you identify best practices and solutions to your business process challenges.

“The improved data quality resulted in accurate data to drive accurate reports for CRM users to make the right business decisions. A lot of the time, effort and money were saved in the data cleanup.”

– NONI AZHAR

Principal CRM Consultant, Intelenex

Challenge

Intelenex was working with a company to implement a new instance of Oracle CRM On Demand. During the process of configuration, the data to be migrated was found to contain many duplicates as it was coming from three different sources. The data had never been de-duplicated before, hence it was unusable for reporting and CRM purposes.

According to Noni Azhar, Principal CRM Consultant, “The only manual way to clean the data would have been to use a spreadsheet or relational database and expend many hours of effort.” Clearly, an automated solution was the ideal situation. Thus, Intelenex suggested ActivePrime’s CleanMove turnkey migration service to their client.

Solution

The benefit the customer gained from using ActivePrime’s CleanMove was that all duplicates were found and the result was a clean and merged set of data with all the duplicates deleted. There was also a lot of clean up on address fields and general consistency in naming accounts. The result achieved was a fresh start in a new CRM with high quality data allowing the sales team and the general CRM users to get the maximum benefit from the application.

The CleanMove process was able to give feedback on issues with the data and allowed for better decision making. The reporting aspect makes the utility even greater because it is able to give an accurate and detailed account of the current state of the data such that clear decisions could be made and a high degree of data quality could be achieved.

The improved data quality resulted in accurate data to drive accurate reports for CRM users to make the right business decisions. An immense amount of time, effort, and money were saved in the data clean up, and the quality of results that was achieved is impossible to attain manually or in spreadsheets.

 

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.