Brooksons use data8 to automate data cleansing and validating
Traditional data capture solutions embedded within CRM applications have been limited to address capture techniques such as data8’s Postcode Lookup service. Data8's solution for Brookson started here with the assurance that by using the Royal Mail PAF, the address is captured in minimal keystrokes with maximum accuracy.
However, Brookson were also concerned that some details were being entered into their Microsoft Dynamics CRM solution incorrectly. Frequently telephone numbers would be captured incorrectly and email addresses misspelt. Data8 embedded their real-time telephone and email validation services into the CRM system so that users can see immediately if the details entered are incorrect and re-qualify whilst they were still in contact with the new lead or account.
Additionally, Brookson are using their CRM solution to orchestrate multi-channel marketing campaigns by direct mail, telephone and email. They wanted a way to utilise the data cleansing services from Data8 without having to leave their CRM application.
Data8's technical team delivered them a cloud based software-as-a-service solution by integrating their Foundation Technology into Microsoft Dynamics CRM. This enables Brookson to perform just-in-time audits of any segment of their database so that they can establish if any of the records are deceased, goneaway, mover or on the TPS or CTPS and more. They are then free to either purchase the data they require to improve their database or proceed in the knowledge that they can trust their data as there are no significant data quality problems with the marketing list.
The outcome is to put data cleansing firmly in the hands of the marketer enabling them to get on with the job of marketing their services to new prospects and building relationships with existing clients.
Andrew Sloan, Business Strategy Manager, Brookson Ltd, commented, ‘The enhancements delivered from Data8 have transformed our marketing activities through ensuring data is accurate and compliant, the number of returned mail reduced by 28% as a result of the integrated reference to the goneaway file. The process of appending additional information and flagging for suppression within our CRM system has ensured that our processes are robust, in addition the auto stamp of an audit has ensured we can track when data was last cleansed prior to launching a campaign’.
Data8 Ltd is the premier data enrichment specialist, ensuring customers completely trust their data.
Customers access data8’s Software as a Service (SaaS) cloud based application to complete online data cleansing, this is backed by a bureau service and an unrivalled integration package which allows companies to quickly validate their data.
Data8 believes that data needs to be at the core of any business in order to inform, direct and develop growth, this can only be done with clean accurate data.
Brookson is a leading contract accountant, providing tax advice and support services to freelance contractors and individuals who work in business for themselves. They support people in their chosen way of working through their limited company, sole trader and umbrella company services.
The company was created in 1995 by contractors for contractors and remains true to its roots. Their expert team has managed the affairs of over 42,000 customers and is committed to offer the very best service, they ensure their customers understand the options available by suggesting what might work best for them and supporting them through the decision making process.
For further information contact:
4 Venture Point
Stanney Mill Road
Tel: 0151 355 4555
Fax: 0151 355 3580
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