The need for accurate and streamlined Customer Relationship Management (CRM) data has grown over the last few years, with CRM data driving business decisions, marketing campaigns, cost allocations, better client relationship management, and being used as the main source for regulatory driven reporting requirements. However, most of our clients face challenges in using their CRM data to its optimum due to duplicated data, data gaps, and inaccuracies. The solutions that Acuity brings to you under CRM Analytics address these pain points, and will help optimize the use of CRM data. Our hybrid solution, which brings you the business intelligence and the tech expertise within one team, will result in expedited streamlining of data with the use of automations, more client interaction time for your analysts by freeing them up from admin work, accuracy in regulatory driven reporting, better management decisions, and 40-50% cost savings.
Support we offer
- Liaising with users to obtain their contact/lead data
- Bulk cleansing (using SQL/Python) to remove duplicates, bridge gaps, correct inconsistencies and streamline the overall quality of CRM data
- Coordinating with vendors and client teams for bulk uploads/migration of unique data onto the client CRM platform (SalesForce | Microsoft Dynamics | BlueCurve | Vantage | IPREO)
How we are different
Hybrid skills (with tech and business knowledge) within one team, leading to 40-50% cost savings to the client
Over 15 years of experience in providing CRM data and operational reporting solutions to top industry names
Staggered team set-up for cost effectiveness
Customised solutions based on data quality and reporting requirements
Experience in cleansing large databases (containing more than 1 million data) within 3-4 months
Meet our experts
Narmadie joined Acuity in 2012 to support a UK-based investment bank in CRM and operational MIS. She has over 13 years of experience in areas including corporate finance. She currently supervises a team of 6 members supporting a European investment bank on CRM data solutions. She also brings in additional tech skills such as Python, as well as Excel macros required to automate and visualise reports. Narmadie holds Associate Membership (ACMA|CGMA) from Chartered Institute of Management Accountants (CIMA-UK).
Mayukha heads the CRM Data Solutions space at Acuity Knowledge Partners (Acuity) and has above 23 years of experience managing CRM data solutions, operations and ERP solutions. She has been with Acuity for 13 years. Prior to joining Acuity, she was Head of Operations at a Swedish BPO. Mayukha holds a Bachelor of Law degree from University of Colombo, Sri Lanka.