Harvest
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.
Issues
Solutions
Results
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
- Maintaining client repository compliance in Salesforce
- Deleting duplicate customer data
- Unifying data from acquisitions and making it reliable