No customer should get lost in the process.

Companies, contacts and contracts can appear in several systems. We define authoritative sources, stable identifiers and rules for merging duplicates. An email address alone is not always a suitable customer key. Synchronization takes deletions, role changes and delayed changes into account. For consent, retention and information requests, we technically implement the rules agreed with your responsible departments. This also covers exported data and connected marketing tools.

A pilot group tests complete processes from first contact to handover to service. Acceptance testing includes data reconciliation, role checks and understandable task lists. Training and points of contact are planned to fit your team. We need sample processes, existing data sources and the metrics you want to use to evaluate the rollout.