Overview
Operational & middle-management tasks can become tedious and time-consuming, and yet become an integral part of the entire process that, if not completed on time or with care, could impair or keep on hold other systems and processes of the organisation. The Acuity team, geared with specialised technical skills such as SQL, Python, PowerBI, and different CRM/ERP platform experience, would be better geared to execute these processes with ease and expertise; our dedicated and experienced team work as an extension of your team, and could even work on your own time-zone to execute these tasks.
Support We Offer
- De-duplication of data such as client, account, and client activity details
- Regular bulk-cleansing with the use of SQL to ensure real-time data quality
- Bridging data gaps with the use of third-party databases, and Python codes
- Data validation & migration
- Data management & ongoing administration
- End-to-end CRM implementation of Salesforce, Dynamics, DealCloud, etc.
- Deployment of CRM administrators, Developers, Business Analysts to support implementation
- Travel & expenses process management
- Data subscription & other vendor invoice process management
- Reconciliation with contracts & internal processes
- Approval coordination with different stakeholders and authorisation points
- End-to-end process management until final payment is completed
- Periodic reports and analysis
Support We Offer
- De-duplication of data such as client, account, and client activity details
- Regular bulk-cleansing with the use of SQL to ensure real-time data quality
- Bridging data gaps with the use of third-party databases, and Python codes
- Data validation & migration
- Data management & ongoing administration
- End-to-end CRM implementation of Salesforce, Dynamics, DealCloud, etc.
- Deployment of CRM administrators, Developers, Business Analysts to support implementation
- Travel & expenses process management
- Data subscription & other vendor invoice process management
- Reconciliation with contracts & internal processes
- Approval coordination with different stakeholders and authorisation points
- End-to-end process management until final payment is completed
- Periodic reports and analysis
How we are different
Our Perspective on Protected: Research Operations
Meet our experts
Mayukha Perera
Assistant Director ,CRM Data Solutions, Investment Research
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.
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