Helped sales executives and reps of a leading technology firm better understand their customer base using Sancus

CASE STUDY

Helped sales executives and reps of a leading technology firm better understand their customer base using Sancus

SUMMARY

The client is a company providing security, networking and storage products based on network appliances and cloud services.

The client recently underwent a M&A exercise that required the consolidation of multiple CRM systems globally.

Their current set-up was not equipped to provide customer data completeness and accuracy across systems & hence the need was to unify, cleanse and enrich customer data.

APPROACH

We used Sancus to

Cleanse and standardize customer data across 300k customer accounts using proprietary machine learning algorithms
Used 3rd party sources to enrich & validate customer data
Provided centralized customer data management with endpoints to database and BI systems
Enabled data monitoring for ongoing data & exception management
Provided a reinforcement feedback loop for business users to pass feedback (if required) and override machine learning algorithm results

KEY BENEFITS

Key Benefits:

Integration of data across systems (ERP, CRM, 3rd party, etc.) enabled sales leadership and executives to monitor, predict and drive growth strategies
The solution ensured customer duplication was handled within and across systems through the creation of ‘golden records’
Sancus’s AI augmented solution gave our client better visibility into their customer data thus improving the overall customer relationship

RESULTS

The client saw a $4 M increase in annual sales impact through cross-sell/ up-sell opportunities driven by a better understanding of customer base & hierarchies

Download this Case Study