A leading FinTech company was able to drive focused account-based marketing and sales by leveraging rich and clean data.
A leading FinTech company was able to drive focused account-based marketing and sales by leveraging rich and clean data.
Calypso data services

Background

A US-based FinTech company, which sold specialized, high-value software to investment banking operations, approached us. Since the company was focused, in terms of market segment, they had a limited list of about 6000 contacts in about 500 banks as target prospects. The company was using Salesforce for sales and Pardot for marketing.

Problem

  • The data in Salesforce and Pardot had become cluttered with a large number of leads, accounts and contacts, including duplicates
  • There were too many accounts created for the same bank, which included copies as well as branches and divisions
  • They were finding very hard to develop meaningful segmented lists to send campaigns to
  • There was a lot of outdated data as well in the system

Solution

The Lister team analyzed data in the system, and along with the customer, identified a set of rules to use for deletion and merger and modification of records. The objectives were defined as follows:

  • Deduplication of redundant information---we will provide a single record for all desired entities, without any loss of information
  • Enable account hierarchy to be clearly defined and implemented
  • Ensure marketing data is tagged appropriately to ensure that the status of leads, unsubscribe information, etc. is matched correctly.
  • Establish clear and consistent naming conventions
  • Enrich data wherever data was insufficient

The Lister team used a combination of record- matching algorithms to identify, classify and merge identifiable data. We also supplemented this with manual oversight in hard- to- distinguish cases and managed to clean up the data in 8 weeks. This clean and rich data helped our client drive effective account-based marketing campaigns.

Outcomes

  • A clean instance of Salesforce that marketers could confidently use to run campaigns
  • Enabled clients to implement account-based marketing effectively and get more accurate lead scoring in place.
  • Drove greater campaign effectiveness and ROI on marketing
Testimonial
CRM Manager

Lister team has been working with Edmunds for two and a half years. We work as a partnership with them where we discuss the current issues, and they provide guidance and suggestions whenever needed.

CRM Manager
CEO of a FinTech company

Lister is a great Salesforce partner to work with. They bring outstanding capabilities to the table and have done a fantastic job in helping us revamp our processes and clean up Salesforce.

 

CEO of a FinTech company
AVP Business Applications of a US-based communications company

The team is fantastic in how they take ownership and deliver projects at great speed. We are getting things done so much faster than we ever did!

 

AVP Business Applications of a US-based communications company
Head – IT / Institutional Sales of a leading backup power company in India

“This is something that has really benefitted my organization. My users have adopted Salesforce.com easily and hats off to the Lister team for the way it has been designed!”

 

Head – IT / Institutional Sales of a leading backup power company in India
Program Manager CRM Project of a global building materials company

Your delivery team has shown great commitment in delivering the agreed outputs. The passion of supporting our team and the users are also quite evident, most of the time, even going beyond what was required from their responsibility

 

Program Manager CRM Project of a global building materials company
Partner in Australia

“It was the fastest integration we had seen with our API. Lister did a great job understanding the architecture design, asking well thought out questions and dealing directly with the team at KeyPay throughout the project.”

 

Partner in Australia
Deepanker Dua | Sales Manager, India | Salesforce.com |

I wanted to bring this important engagement to your attention as a means to recognize one of our partners, followed by a piece of recommendation.

Deepanker Dua | Sales Manager, India | Salesforce.com |
Program Manager of a global building materials company

Your delivery team has shown great commitment in delivering the agreed outputs. The passion of supporting our team and the users are also quite evident, most of the time, even going beyond what was required from their responsibility.”

 

Program Manager of a global building materials company
Head IT APAC of a global vision care company

Over these years, I have learnt to rely heavily on you for a lot many things that made our CoEs and South East Asia Countries successful. You have always wholeheartedly supported me at all times. I would like to take a pause and Thank You for the countless things you have done for my company and me.

 

Head IT APAC of a global vision care company
CRM Manager - Internet Automobile Business

Lister team has been working with us for two and a half years. We work as a partnership with them where we discuss the current issues, and they provide guidance and suggestions whenever needed.

CRM Manager - Internet Automobile Business
CIO of a leisure and hospitality company

Lister Technologies is having Salesforce experts for delivering solutions. The solutions are thought through completely before development and built with the scope of scalability, which is a mandate for any future requirement to be developed to support business for the on-time market. Lister is capable of taking any technical requirement and provide solutions in the agreed timeline.

CIO of a leisure and hospitality company
Sr. Manager IT of an US-based life sciences and environmental company

Excellent job overall! It has been a long few month. When we planned for the end of August go-live, the initial feedback was that it was not achievable. I'm pleased we got Informatics users successfully migrated to Salesforce before end of August.

Sr. Manager IT of an US-based life sciences and environmental company
Head IT of an HVAC services company

I have worked with Lister for the past 4+ years, and can only say good things about my experience of working with their CRM team. They have provided our organization with the development support that we needed on a number of Salesforce and mobile (iOS) projects. They are very responsive and deliver quality work on time. Looking forward to continuing working with them in the future.

Head IT of an HVAC services company