Case Study: Donaldson consolidates CRM systems and improves customer data quality with DQ Global's DQ for Dynamics

Donaldson merges 50,000 records in 9 months with DQ Global

Donaldson, a global leader in filtration products, faced data quality challenges after decades of organic and acquisition-based growth. This had led to inconsistent and duplicated customer data across various CRMs, hindering the company's ability to gain a unified customer view. To address this, Donaldson partnered with vendor DQ Global to support its initiative to consolidate systems into Microsoft Dynamics 365.

The solution from DQ Global, DQ for Dynamics, was implemented inside the CRM. It used fuzzy search logic to identify duplicates and established rules for merging records into a single master. As a result, Donaldson merged over 50,000 records in the first nine months and continues to deduplicate 500 records weekly. This automation by DQ Global has led to better lead identification, improved pipeline visibility, and progress toward a 360-degree customer view.

Donaldson