CRM Data Migration and Ongoing Maintenance Support to a European Investment Bank

Lacking client-confronting time for clients inferable from critical time spent in keeping up with CRM information.
Absence of standard layout to store contact information.
Gaps in contact information put away by 250+ clients.
Irregularities in information because of information stockpiling in different arrangements and formats.
Duplication, as various clients liaised with same records and leads
Need for mass purging preceding moving to SalesForce.
Nonappearance of essential issue of contact inland to deal with grouping, purging and relocation process.
Significant expense of capacity whenever took care of by inland group.

Liaised with 250+ users in collating over 1 million data points into a raw database
Set up a hybrid offshore team on a staggered basis, based on the data quality to be cleansed
Made real-time calls to coordinators from the onshore team and the CRM vendor to finalise the business logic to be used to remove duplicates, bridge data gaps and correct inconsistencies
Used SQL and Python to speed up the cleansing process

The offshore team independently collated data from 250+ users in different geographies, freeing up 30-40% admin time for the onshore team
Over 1 million data points were cleansed (duplicates removed, gaps bridged and inconsistencies corrected) with the use of SQL and Python and migrated onto SalesForce within 4 months, saving 70-80% admin time vs handling the cleansing exercise manually
The offshore team maintained a central PoC for SalesForce to ensure continued data accuracy, resulting in 20% more client-facing time for onshore users
MIFIID-related reporting (cost allocations, commission reports, etc.) was automated based on data stored on SalesForce, releasing 20% more client-facing time for the onshore team
The client realized 40% cost savings vs hiring similar talent onshore.

Download as PDF