Case Study: Defaqto removes 2,000+ duplicate accounts with Plauti

Defaqto removes 2,000+ duplicate accounts in hours with Plauti

Defaqto, a UK-based financial-advisor and insurer software company, faced a significant data quality challenge within its Microsoft Dynamics 365 CE environment. Following years of growth and acquisitions, roughly 10% of its 20,000 accounts were duplicates, which native Dynamics duplicate detection tools failed to prevent. This created unreliable data for its sales, customer success, and licensing teams. Defaqto turned to the vendor Plauti and its data management solution to address this issue.

Plauti implemented its solution to clean the existing backlog of duplicates and provide real-time prevention. In just a few hours, Defaqto removed over 2,000 duplicate accounts and cleaned data for approximately 80,000 contacts. The Plauti solution also automatically stopped new duplicates from forming at the point of entry and uncovered a previously hidden account hierarchy. This provided Defaqto with a cleaner, more reliable CRM foundation for its business operations and future AI initiatives.

Defaqto