B2B Technology · Retail · Salesforce
34% of accounts were duplicates.
A Salesforce CRM covering most of the French retail market. Years of accumulated entries had produced unanalyzed duplicates and campaigns sent blind. In 8 weeks, we set the base right.
The context
When a sales team grows fast, the CRM rarely keeps up. Accounts created multiple times, critical fields empty or contradictory: nobody knows exactly what's in there. Reps stop trusting it. Campaigns go out blind.
Our approach
- →Full Salesforce audit: objects, fields, existing entry rules
- →Duplicate detection and analysis, 34% of accounts identified as redundant
- →Merge and cleanup, preserving the most complete data
- →Governance rules set up and a CRM Handbook delivered to the team
Results
34%
of accounts were duplicates, identified and resolved
8 wks
engagement, base ready for campaigns and AI agents
0
tool changes, everything done in the existing Salesforce
A clean base doesn't guarantee results. But a dirty one prevents them.
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