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50% BETTER
STREAMLINING DISPARATE DATA AND SECURING
EMAIL MARKETING PERFORMANCE
A look at how we helped a UK-based insurance company gain a
50% enhanced email response rate by cleaning and
integrating three million+ data fields.
Our client is one of the leading UK insurance companies offering policies directly and
through brokers across life, pension, home, vehicle, and business insurance domains.
A Brief about Our Client
Merging multiple databases to form a consolidated database
Entering data of nearly 130,000 new customers and accounts into the CRM
Cleansing 3M+ entries
Fixing duplicate entries resulting from multiple sources or merging databases
Adding metadata, profiling, and segmenting the accounts to provide better customer insight to the client
Project Background & Challenges Faced
The client was dealing with multiple heterogeneous databases, struggling in the following areas.
SunTec India stepped in as a strategic partner to address these issues and optimize their data
management processes.
SunTec India's Approach to This Project
We allotted 20 data professionals divided into teams of data cleansing experts, quality
experts, and data entry specialists. Our focus was to clean up the data in fewer days,
so we came up with the following solutions.
Data Deduplication: We identified and deleted duplicate entries from the CRM
database using deduplication techniques.
Data Standardization: The data was structured in a single format. Our team fixed
casing issues, typos, and incorrect abbreviations.
Data Appending: We appended missing, incorrect, and obsolete data to ensure CRM
data completeness.
Data Validation: Our data quality experts checked and validated dynamic data like
email and phone numbers, ensuring accuracy.
Consolidated Database: Merging multiple CRM databases to form a consolidated
database.
Our data entry experts accurately captured and entered 130,000 new customer records into the CRM,
ensuring all vital details were included, from basic info to comprehensive insurance policy specifics.
Data Entry and Segmentation Solution
CRM Data Segmentation and Profiling
We skillfully segmented and created customer profiles using metadata and information
identifying customer groups based on preferences and behavior.
CRM Data Entry
Apart from our automated processes,
we implemented a humans-in-the-
loop approach, using automated
tools with human intervention to
ensure data accuracy and
completeness. Our team cleansed,
enriched, and validated the existing
data and entered and segmented
new customer data in the database.
The Humans-in-the-Loop Approach
50% IMPROVED RESPONSE
RATE FROM EMAIL
MARKETING CAMPAIGNS
OUR SEGMENTATION AND
PROFILING OF CUSTOMER
DATA LED TO A 65%
INCREASE IN CUSTOMER
ACQUISITION
A UNIFIED VIEW WAS
ACHIEVED THROUGH THE
CONSOLIDATION OF DATA
BY WHICH CUSTOMER
SERVICE WAS IMPROVED
WE CLEANED 3 MILLION
RECORDS IN JUST 6 DAYS
Project Outcomes
Feedback from the Client
Our CRM database is now
easier to navigate, with
improved data quality and
completeness. The data entry
and management solutions
from their team have seriously
helped us in better decision-
making, marketing, and sales
forecasting.
Are You Ready to Turn Your Business
Problems into a Success Story
We have enabled leading companies to combat their challenges. Our solutions
have delivered remarkable results benefitting both clients and their customers.
IF YOU WANT YOUR BUSINESS SUCCESS TO LOOK LIKE THIS, THEN FEEL
FREE TO CONTACT US AT:
WEB
www.suntecindia.com
EMAIL
info@suntecindia.com
PHONE
+1 585 283 0055, +44 203 514 2601

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Streamlining Disparate Data and Securing 50% Better Email Marketing Performance

  • 1. 50% BETTER STREAMLINING DISPARATE DATA AND SECURING EMAIL MARKETING PERFORMANCE A look at how we helped a UK-based insurance company gain a 50% enhanced email response rate by cleaning and integrating three million+ data fields.
  • 2. Our client is one of the leading UK insurance companies offering policies directly and through brokers across life, pension, home, vehicle, and business insurance domains. A Brief about Our Client
  • 3. Merging multiple databases to form a consolidated database Entering data of nearly 130,000 new customers and accounts into the CRM Cleansing 3M+ entries Fixing duplicate entries resulting from multiple sources or merging databases Adding metadata, profiling, and segmenting the accounts to provide better customer insight to the client Project Background & Challenges Faced The client was dealing with multiple heterogeneous databases, struggling in the following areas. SunTec India stepped in as a strategic partner to address these issues and optimize their data management processes.
  • 4. SunTec India's Approach to This Project We allotted 20 data professionals divided into teams of data cleansing experts, quality experts, and data entry specialists. Our focus was to clean up the data in fewer days, so we came up with the following solutions. Data Deduplication: We identified and deleted duplicate entries from the CRM database using deduplication techniques. Data Standardization: The data was structured in a single format. Our team fixed casing issues, typos, and incorrect abbreviations. Data Appending: We appended missing, incorrect, and obsolete data to ensure CRM data completeness. Data Validation: Our data quality experts checked and validated dynamic data like email and phone numbers, ensuring accuracy. Consolidated Database: Merging multiple CRM databases to form a consolidated database.
  • 5. Our data entry experts accurately captured and entered 130,000 new customer records into the CRM, ensuring all vital details were included, from basic info to comprehensive insurance policy specifics. Data Entry and Segmentation Solution CRM Data Segmentation and Profiling We skillfully segmented and created customer profiles using metadata and information identifying customer groups based on preferences and behavior. CRM Data Entry
  • 6. Apart from our automated processes, we implemented a humans-in-the- loop approach, using automated tools with human intervention to ensure data accuracy and completeness. Our team cleansed, enriched, and validated the existing data and entered and segmented new customer data in the database. The Humans-in-the-Loop Approach
  • 7. 50% IMPROVED RESPONSE RATE FROM EMAIL MARKETING CAMPAIGNS OUR SEGMENTATION AND PROFILING OF CUSTOMER DATA LED TO A 65% INCREASE IN CUSTOMER ACQUISITION A UNIFIED VIEW WAS ACHIEVED THROUGH THE CONSOLIDATION OF DATA BY WHICH CUSTOMER SERVICE WAS IMPROVED WE CLEANED 3 MILLION RECORDS IN JUST 6 DAYS Project Outcomes
  • 8. Feedback from the Client Our CRM database is now easier to navigate, with improved data quality and completeness. The data entry and management solutions from their team have seriously helped us in better decision- making, marketing, and sales forecasting.
  • 9. Are You Ready to Turn Your Business Problems into a Success Story We have enabled leading companies to combat their challenges. Our solutions have delivered remarkable results benefitting both clients and their customers. IF YOU WANT YOUR BUSINESS SUCCESS TO LOOK LIKE THIS, THEN FEEL FREE TO CONTACT US AT: WEB www.suntecindia.com EMAIL info@suntecindia.com PHONE +1 585 283 0055, +44 203 514 2601