Financial Services Company Depends on ActivePrime for Accurate Data

 

Background

Allegiance Capital is an M&A investment bank providing financial services to the middle market. With multiple bankers throughout the country, Allegiance had no time for inaccurate data in their CRM. They needed to be confident that their data was correct in real-time.

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The Challenge

With 140,000 Accounts in Salesforce and weekly imports of new data, Allegiance Capital expects its CRM to be up-to-date, so that prospecting, buyer and investor lists, and deal execution can be handled with no issues. Integrity of the data is key to their sales team’s ability to respond to clients.

Their existing approach at the time was to use a third-party to import and update records. This created delays and sometimes missed records. Thus, they decided they needed to be in control of their data and needed better tools that didn’t require long training or implementation.

 

The ActivePrime Solution

Allegiance Capital chose us based on our capabilities of importing clean data, removing duplicates, and providing a smarter way to search—all embedded within Salesforce with no integration required. With no native support in Salesforce to mass import, CleanImport ensures duplicates aren’t introduced by importing only new records and updating existing records.

CRM users can find what they need fast in Salesforce with our intelligent fuzzy search logic tools ActivePrime Search and ActivePrime Power Search, which takes into account acronyms, abbreviations, and misspellings. Users can also create new records without creating duplicates as CleanEnter checks first for existing records. They also regularly use CleanCRM to remove all duplicates with scheduled cleanups.

The Results

Allegiance significantly reduced time to update Salesforce records from weeks to hours, so the sales team has quick access to the right contacts. Productivity also increased, as the team can now focus on selling, not on cleaning or searching for data.

Products

  • ActivePrime Search

  • ActivePrime Power Search

  • CleanImport

  • CleanEnter

  • CleanCRM