Case Study: Presidio streamlines marketing and sales operations with Convertiv's MarTech enablement

Presidio eliminates 3,000 duplicate records with Convertiv

Presidio, a global digital services and solutions provider, faced significant marketing and sales operations challenges due to a technology stack laden with technical debt. Data inaccuracies and redundancies, including approximately 3000 duplicate records in their CRM, crippled their lead routing and assignment processes and made accurate partner reporting a major struggle. Convertiv was engaged to implement a fundamental shift and address these issues.

Convertiv implemented an AI-Enabled Growth strategy, which included deploying a third-party data deduplication and routing platform. Their team reconfigured the CRM, eliminated the duplicate contact records, and established automated data cleansing workflows. This solution streamlined data flow, future-proofed their CRM for the age of AI, and resolved the downstream impact on sales and marketing activities, though specific quantitative results were not detailed in the provided text.

Presidio