After a successful global implementation onto Salesforce, Technicus was engaged to provide an ongoing data management capability to ensure the client maximised the return from their Salesforce investment.

Aligning with the Data & Insights team, Technicus maintained the Data Lifecycle Management process whilst implementing enhanced cleansing rules to improve the user experience, drive productivity and ensure compliance with privacy regulations

The benefits

Improve user experience and help drive adoption and productivity

Alignment with global retention policies e.g GDPR

Increasing data management capability and capacity of core team

Data lifecycle management

Specific Activities

Data quality dashboards for analysis and review

Ongoing cleansing of incomplete & invalid opportunities

Ongoing deletion of dormant and incomplete accounts

Compliance with data lifecycle policies

Deduplication of over 12m records

Process validation of new functionality through data analysis

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