ActivePrime CleanData Suite Success Story – Allegiance Capital Corporation

 
 

Company

Allegiance Capital is an M&A investment bank providing financial services to the middle market. With 30 bankers in four cities nationwide, Allegiance represents privately-held companies who want to exit, transition to new management, or bring in a financial partner. Allegiance offers guidance in financial decisions and assists in selling, refinancing and restructuring.

“Our data in Salesforce is core to our business so having accurate data updated in real-time is a must. We like that ActivePrime sits right on top of Salesforce. Other products seemed clunky as separate steps, in a separate system.”

– SHANE MAHMOOD

Sr. VP Operations, Allegiance

“ActivePrime is always helpful and responsive to make changes to the system that make our lives even easier.”

– BETTY KOLANCZYK

Salesforce Administrator, Allegiance

Challenge

With 140,000 Accounts in Salesforce and weekly imports of new data, Allegiance Capital relies heavily on up-to-date CRM data for prospecting, buyer and investor lists and deal execution. Accurate contact information is critical for the sales team to be quick and responsive to client requests. Allegiance previously used a 3rd party to import and update records, which created delays, and even missed records. When looking to regain control of data internally, Allegiance shopped for an efficient, easy-to-use solution which wouldn’t require a lot of training or implementation time.

Solution

  • Selected ActivePrime solutions for clean file imports, data deduplication and intelligent fuzzy search – all integrated into Salesforce.
  • Significantly reduced time to update Salesforce from weeks to hours so the sales team has quick access to the right contacts.
  • Increased productivity as the team can now focus on selling, and not on reporting and data.
  • With no native support in Salesforce to mass import, ActivePrime ensures duplicates aren’t introduced by importing new records, and updating existing records.
  • CRM users can find what they need fast in Salesforce with ActivePrime Search intelligent fuzzy search logic, which takes into account acronyms, abbreviations and misspellings.
  • Users can create new records without creating duplicates, as ActivePrime CleanEnter checks first for existing records.
  • Next step is to use ActivePrime CleanCRM deduplication so there is an ongoing, scheduled cleanup of all Salesforce data.
 

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.