|
|
| |
|
|
Home
|
Data Management Services for a Hi-tech Company |
Overview:
CRMIT has provided Data Management Services for one of the world leader in 3D CAD technology solutions and product designing software. Its software is used by over 1/2 million product designers and engineers worldwide to design better products.
Mission Details:
• As part of their campaign management, the client wanted a complete data management solution for their Siebel CRM Enterprise.
• Leads were created through several offline sources such as telephone, web, email which were then documented into spread sheets and later imported to the CRM system.
• The CRM system was configured with complex rules which were applied on the incoming leads for lead qualification and auto-assignment
• Due to the nature of offline leads and manual data entry there were leads which were not qualified due to improper data
• These leads grew by number over a period of time and resulted in a backlog which had to be addressed.
Key Functional Benefits:
• CRMIT offered end to end data management service which helped the client to manage their records better
• All the Leads which were junked by the CRM system were evaluated manually
• When the leads included valid ones with errors in data entry they were corrected and qualified manually
• This process of data cleansing has been done for thousands of records and strictly adhering to Client’s Business Process
• Records with Duplicates were also managed as part of this service
Customer Testimonial
“We were experiencing problems keeping up with the backlog of both duplicate records and Rejected Responses. The CRMIT team has been fast in learning the idiosyncrasies of our process and are very knowledgeable about Siebel over all. Among other projects they have helped us by merging duplicate Account records and are in the process of getting our Rejected Response backlog under control. By utilizing the services at CRMIT we have been able to streamline our data cleansing process. This will potentially enable us to not miss any leads due to duplication or rejection. The ultimate goal is to generate high quality leads for our Sales pipeline.”
- Supervisor/DBA, Sales Operations
|
|
|
|
