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Paal15, an international marketing agency with a specialist perspective on strategic positioning, needed to update the information of their CRM contacts when they decided to move from Zoho CRM to Microsoft Dynamics. They wanted to ensure the reliability of their customer database by reviewing the roles and workplaces of their current contacts, and validating them with LinkedIn. Yarado was able to do this for them.
thousands of contacts migrated
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of manual work saved
accurate and high quality CRM data
For Paal15, it is nice that they have up-to-date data on customers at their disposal. This saves the marketing and sales departments from having to do research, allowing these employees to focus on offering advice.
For Paal15 clients, the effects of the automation change will be felt in a higher level of service. After all, Paal15 consultants will have more time left over for clients, and that means they can be helped more effectively.
Yarado helped Paal15 clean up and enrich customer information by checking the LinkedIn status of all contacts, and automatically migrating this status to the new CRM system. Since then, Paal15 has kept the files up-to-date; in fact, Yarado repeats this check every month. The CRM system thus contains the latest and most accurate information possible.
Updating, exporting and importing thousands of old customers was previously manual and exhausting work. No employee looked forward to taking on this task. Reviewing each contact to see if the customer information was still accurate and matched the person's current role would likely have resulted in missing or incorrect data, and would have taken about three months.
In addition, the revised customer information would have had to be entered manually, one-by-one, into the new CRM system. Paal15 felt it was time to automate this frustrating and time-consuming task. Additionally, the company realized that they would reap benefits from periodically updating this data so that customer information would not lapse. With this, marketing and sales activities would be carried out efficiently.
Before Paal15 partnered with Yarado, the entire process was manual, which was a huge burden for overqualified staff. Employees had to export an Excel file from Zoho CRM, go through each customer file and analyze whether the details of the file matched the LinkedIn account associated with that customer.
If the information was no longer current, they had to refresh the information in Excel. But not only that: they also had to create a new contact in Microsoft Dynamics, and transfer the relevant information points from the Excel file to the new CRM.
Using Yarado, Paal15 was able to pull old data from the CRM and migrate it without employees having to interfere. All contact information is now up-to-date within hours and contains no errors. So the marketing and sales staff no longer has to worry about it. The software robot takes the work out of their hands with ease.
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