Business Situation:

For a Major Infrastructure firm was facing challenge while merging their Salesforce systems, as they inherited big bad data (Accounts, Contacts and Addresses). The Operations team faced challenges in fixing the bad date as large data was involved and was growing at an exponential rate every week. This was having a huge impact on the Sales and top line revenues.

Technical Situation:

After analyzing the client systems we found out that duplicate accounts, leads and contacts in the system led to skewed reports and hindered Sales performance. The Operations team was struggling to clean the bad data as fresh data was entered in real time making it difficult for them to keep up with the same. Our team found out that there were no set rules to keep the contacts in proper formats and to prevent the creation of duplicates which led to further problem for our client.

Openmind Solution:

Openmind team used Data.com to automatically update and enrich the account, contact and lead data. We redefined the Rules, created Workflows and Validation Rules. This was done to enhance and prevent the bad data from being created. Our consultants implemented State Country picklists and duplication tools from AppExchange. We then archived inactive accounts resulting in clean and concise data for the Sales team.