Our client is a prominent company in the water technology sector that focuses on developing innovative technology solutions to tackle global water, wastewater, and energy challenges. The company specializes in providing efficient water technologies, industrial pumps, and application solutions that reduce energy consumption and overall costs while promoting sustainability.
Our client uses the Salesforce platform to store and manage its customer's information which contains data on over 500k existing customers and prospects. However, the CRM data was staled with outdated and incomplete information leading to a waste of marketing efforts and slow sales. To make the most out of the Salesforce data, the client needed professional help in managing its large volume of data, cleansing, and appending the missing information.
The client wanted no data to be moved outside their Salesforce platform. The data provided by the client was sensitive or confidential and our team needed to take appropriate measures and be extra cautious to ensure the security of the data throughout the project.
Since the client worked with global companies, we were required to work on multiple languages, including Japanese, Chinese, German, Spanish, etc.
The data provided by the client was not updated periodically, resulting in outdated information stored in their CRM. This data was to be thoroughly verified and updated.
We allotted a team of eight dedicated Salesforce data experts for the project who are well-versed with the platform's features and functions and performed the following tasks within the client's CRM software:
For the client's existing Salesforce data, Our data cleansing experts meticulously verify the accuracy and completeness of each record on the platform, including obsolete entries such as old addresses, unresponsive email ids, and outdated contact numbers. We ensure that all details, including name, title, company, and contact information, are verified and updated with accurate data.
For companies & prospects with missing addresses, contact information, and other details, our data appending experts carry out web research to extract relevant data from their respective websites, social media handle, or other sources and enrich the salesforce database. We also include the country code and other details specified by the client in addition to the pre-set fields.
If found matching result
When we find that the company name already exists in the CRM, we further verify the details of the company, update erroneous or obsolete information, and fill in the missing information if it persists.
If no record is found
In cases where the company details are not found within our existing records, our professionals enter all the relevant details of the contact/company provided by the client into the CRM.
Our client's global reach demanded a multilingual approach to Salesforce data entry. With customers across Europe, the APAC region, and beyond, the client wanted us to accurately enter data in a variety of languages, including Chinese, Japanese, German, Spanish, and more. To meet this requirement, we assigned dedicated multilingual data entry experts to enter the client's data into Salesforce and create detailed accounts in the appropriate languages.
We are an ISO-certified company for data security and so our client's data is worked on in a completely safe environment. We implement all necessary data protection measures, including-
Our account profiling and custom list building services provided the client with a comprehensive understanding of their customer base, allowing for more effective personalization and targeting efforts.