Harvest

Harvest

Harvest’s customer data in Salesforce, made reliable and unified with DQE, becomes a key tool for development.

Harvest is France’s leading provider of software dedicated to the wealth management and finance professions. Together with Fidroit, Quantalys and Feefty, Harvest forms a group with over 4,000 corporate customers.

DQE has enabled us to eliminate duplicates on almost 20% of the company records in our Salesforce CRM and maintains our unified customer repository, including the integration of new databases. Harvest thus centralizes customer knowledge as it expands through acquisitions.

Cédric Letellier
CRM Manager - Harvest
Use case
Founded in 1989, Harvest is a software vendor and creator of digital solutions for wealth management and finance professionals. This fast-growing FinTech, which operates in France and Italy, is pursuing an acquisition strategy, and has already brought Fidroit, Quantalys and Feefty into the group.

These acquisitions involve Harvest integrating and merging the customer databases of its new companies into its Salesforce CRM tool, the foundation of the services delivered to customers by its business line teams. These new data elements are supplemented by data collected from customers and prospects on Harvest’s web platforms and at events.

Keeping the B2B repository up to date and compliant is essential for service quality. However, the presence of numerous duplicates was disrupting operations. Cédric Letellier, Harvest’s CRM Manager, explains:  “The duplicates concerned almost a quarter of the company accounts in our database, and 10,000 contacts out of a total of 60,000. A manual update of the records could not resolve the problem. Operations were suffering.

In 2022, Harvest decided to qualify its database for compliance, deduplicate it and merge it using a data quality solution.
Harvest carried out a benchmark of data quality solutions. DQE, recommended by the group’s integrator, stood out as the most effective solution for handling mass duplication.

Harvest opted for DQE’s solutions for qualifying email, telephone and B2B data in real time and in curative mode, as well as for its deduplication solution. Initial processing helped to cleanse the customer contact data, then to merge this cleaned-up database according to the rules defined specifically for the group.

Since then, Harvest has maintained the quality and conformity of its customer database using real-time verification of entries, and regular and automated deduplication/merge processes. Harvest thus ensures the reliability of B2B data in its Salesforce repository, and centralizes all customer knowledge there.

Reliable and compliant client repository in Salesforce



Harvest’s unique customer repository in Salesforce is now qualified, controlled, and free of duplicates. On the one hand, the qualification of customer contact data ensures the deliverability of customer emails and the reachability of their telephone numbers. Company accounts are also updated and enriched by the DQE solution, with B2B legal data called up simply by entering the legal business name or registration number.

On the other hand, in terms of deduplication and merging, Cédric Letellier points out: “DQE has enabled us to eliminate duplicates on almost 20% of the company files in our Salesforce CRM tool, and maintains our unified customer repository, including the integration of new databases. Harvest thus centralizes customer knowledge as it expands through acquisitions.
Increased operational efficiency

“Since we started using DQE solutions, Harvest’s customer data users have benefited from reliable, usable data. This optimizes operations,” says Cédric Letellier. Teams avoid time-consuming manual tasks to correct data quality problems and identify and remove duplicates. They also see performance gains in their missions.



This is the case for account monitoring on the expertise side, which can now rely on a single, merged view of the customer. What’s more, the helpdesk no longer has to deal with duplicate email requests. This greatly facilitates the processing of an annual volume of almost 65,000 tickets. Another operation that has been optimized thanks to data quality by DQE is invoicing from the ERP tool, which recovers qualified and unified customer data from Salesforce.

SECTOR

Fintech

CHALLENGES

DQE SOLUTIONS

PHONE

EMAIL

B2B

DUPLICATE

BENEFITS

Reliable and compliant client repository in Salesforce
Increased operational efficiency
Easier integration of acquisitions

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