The document discusses a project for a global investment bank aimed at resolving issues of duplicate and incomplete records in their Salesforce database. A team was trained and implemented a quality check system, leading to the elimination of over 14,000 duplicate entries and a 90% increase in database accuracy. The project resulted in improved database efficiency and a process for ongoing data maintenance.

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About Client
 A global investment bank and strategic consultant.
Challenge
 Huge amount of duplicate records created over a period of time.
 Incomplete records created by sales staff with lots of missing information.
 Standardization issues created at the time of merging acquired databases.
 FTEs to make direct updates in Client’s Salesforce database.
Solution
 Assigned 10+ dedicated FTEs who underwent client specific Salesforce CRM training.
 Strenuous quality check system was installed for data accuracy.
 Provided suggestion on process change and activities prioritization.
 Increased database efficiency over the months, resulting in quick project turnaround.
Benefit
 Eliminated records of 4,000+ duplicate companies and 10,000+ duplicate contacts.
 Increased database accuracy by 90%.
 Regular review process was implemented to ensure data hygiene and avoid duplication in future.
I’ve received a complete set
of accurate database
records, which seemed
impossible at one time.
Thank you for the quick
resolution to this project.
— Head of Data Quality,
Global Investment Bank
Increase database accuracy