Case Study: Planon achieves automated data hygiene and greater efficiency with Chapman Bright and RingLead

The power of automation for data management

Planon, an international SaaS provider for building management software, faced significant data management challenges within its Marketo and Salesforce systems. The company struggled with poor data hygiene, inefficient manual processes, and a legacy of complex configurations created by former employees. Seeking to revamp its lead routing process, Planon needed a way to automate data cleansing, normalization, and deduplication to ensure high-quality data. They enlisted the vendor Chapman Bright to implement the RingLead solution to address these foundational issues.

Chapman Bright implemented RingLead to automate Planon's data management, setting up processes for real-time deduplication, data normalization, and the prevention of bad data entry. This solution replaced approximately 40 hours of manual work per week, freeing the team to focus on other business activities and setting the stage for subsequent lead routing projects. The implementation resulted in a database that was accurate, up-to-date, and properly formatted, leading to more effective marketing campaigns and increased operational efficiency.

Planon

Elena Miloshevikj

Online Marketer