Case Study: Lucid Design Group improves sales efficiency and CRM data quality with Cloudingo

Lucid Design Group saves a full-time employee’s work with Cloudingo

Lucid Design Group, a company that provides a building operating system called BuildingOS, faced significant challenges with duplicate records in its Salesforce CRM. This data quality issue, managed by CRM Systems Manager Alexis Grau, was causing the sales team to waste time contacting disqualified leads or existing customers. The problem also impacted marketing efforts by obscuring pipeline visibility and leading to unnecessary spending on lead generation for pre-existing accounts. The vendor, Cloudingo, was identified as a solution to this persistent data management problem.

By implementing Cloudingo, Lucid Design Group gained a powerful tool to automatically identify and merge duplicate records. After an initial learning period to properly configure the matching filters, the company established effective automation rules, such as merging leads with exact email matches. The solution saved countless hours previously spent on manual cleanup, provided sales with reliable data, and eliminated wasteful marketing expenditure. The vendor, Cloudingo, continues to be used on a monthly basis to maintain clean data, functioning with an efficiency that the company estimates would otherwise require a full-time employee.

Lucid Design Group