Case Study: 1-800Accountant improves customer relations and reduces duplicate data with Cloudingo

1-800Accountant cuts duplicate leads by 17% with Cloudingo

1-800Accountant, a company providing virtual accounting services, faced a critical challenge with its Salesforce database, which was plagued by duplicate records after a migration from a previous CRM. The vendor Cloudingo was identified as a solution to address this issue. The dirty data caused repeated calls to the same customers, leading to frustration, a loss of credibility, and lost business opportunities, with one in five calls resulting in a customer complaint about being contacted multiple times.

Using Cloudingo, the customer was able to clean up their existing duplicate records and establish an ongoing process for maintaining data quality. The solution not only handled data imports but also provided intuitive tools for real-time duplicate detection. The results were significant; over a 12-month period, Cloudingo helped eliminate duplicates that constituted 17% of their total leads. This restored the sales team's confidence, stopped the annoyance of prospects, and prevented further loss of business, with the client describing Cloudingo as a "lifesaver."

1-800Accountant