Salesforce data cleaning and account profiling enabled the client to increase their marketing and sales efforts by 52%

Our client is a leading company in the water technology sector, dedicated to creating innovative solutions to address global water, wastewater, and energy challenges. The company specializes in delivering efficient water technologies, industrial pumps, and application solutions that lower energy consumption, reduce overall costs, and promote sustainability.

Our client utilizes the Salesforce platform to manage customer information, which includes data on over 500k existing customers and prospects. However, the CRM data had become stale, containing outdated and incomplete information, resulting in wasted marketing efforts and slow sales. To optimize the use of Salesforce data, the client required professional assistance in managing the large data volume, cleansing, and appending missing information.

“We faced major challenges managing our CRM data, as it was filled with outdated and incomplete information, which negatively impacted our marketing efforts and sales performance. Despite substantial investments in advertising, our email marketing campaigns were falling short, and we were struggling to effectively reach new prospects.”
-Client

The project presented several challenges that required proactive handling, including:

• Data Security: The client insisted that no data be moved outside their Salesforce platform. Given the sensitive and confidential nature of the data, our team had to take stringent measures to ensure its security throughout the project.
• Multilingual Support: As the client worked with global companies, we needed to process data in multiple languages, including Japanese, Chinese, German, Spanish, and others.
• Identifying & Fixing Outdated Data: The client’s CRM contained outdated information due to a lack of regular updates. Our team was tasked with thoroughly verifying and updating this data to ensure its accuracy.

As an ISO-certified company for data security, we ensure that our client’s data is handled in a fully secure environment. We implement all essential data protection measures, including:

• Non-disclosure agreements
• A comprehensive network security policy featuring updated firewalls, multi-layer IP address netting, and secure VPN access
• Encrypted email and FTP to prevent unauthorized data access or breaches
• Supervised data operations