Data Management Expertise Enables Flawless CRM Migration for Leading Asset Manager

A leading global asset management firm was preparing for a critical migration to a new CRM system. A major data quality issue with its existing records posed a significant threat to the project's success. This substantial roadblock meant the migration could not move forward, jeopardizing a key strategic initiative. Alderson Loop was engaged to provide the necessary expertise to solve this complex data problem.

Challenges/Needs:

The client's primary challenge was a large-scale data quality issue that threatened to derail its CRM migration to Salesforce. Over 100,000 lines of individual customer data were inaccurate, incomplete, and incorrectly classified. This dirty data created a significant hurdle, as it would lead to flawed reporting and operational inefficiencies in the new CRM platform if not resolved before the migration.

Solution:

Alderson Loop provided a team of Master Data Management experts to tackle the data quality issue head-on. Our team’s approach centered on a meticulous, multi-phase strategy to prepare all data for implementation into the new CRM. This process ensured the integrity of all customer information, enabling a seamless transition to the new system.

The Alderson Loop team leveraged a range of methodologies, including:

  • Master Data Management (MDM)

  • Data Cleansing and Standardization

  • Data Mapping and Channel Classification

  • Data Validation and Quality Assurance

  • CRM Migration Preparation

Results/Benefits:

By partnering with our team, the client was able to achieve remarkable results, moving the project from stalled to a path of success. The team successfully cleaned up over 100,000 lines of individual customer data and classified 400 key accounts, ensuring all information was accurate and ready for the new platform.

This data transformation delivered significant benefits to the client:

  • Seamless Migration: The clean data enabled the client's CRM migration to proceed without a critical roadblock, saving valuable time and resources.

  • Improved Data Integrity: The meticulous cleansing process ensured the client's data is now accurate and reliable, improving operational efficiency and reporting.

  • Strategic Foundation: The project provided the firm with a strong data foundation for its new platform, enabling it to better serve its customers and achieve its long-term strategic goals.