Case Study: University of Notre Dame achieves cleaner data and deeper corporate relationship insights with Traction Complete

How the University of Notre Dame Got Smart About Data

The University of Notre Dame was preparing a migration from Advance Web to Salesforce but discovered its account and contact records were messy, with duplicate accounts and Opportunities tied to multiple records. The Data Integrity team had tried batch cleanses from Dun & Bradstreet and Data.com but needed a solution to merge records safely and preserve gift and corporate relationship data—so they turned to Traction Complete.

Traction Complete was deployed to automatically link accounts into legal corporate family trees (using DUNS), surface contacts and Opportunities across hierarchies, flag and merge duplicates on the spot, and run roll-up reports to show lifetime and recent giving. Using Traction Complete for three years, Notre Dame has maintained data cleanliness, enabled Corporate and Foundation Relations to prospect and make warm calls based on sponsorships, grants and named gifts, and given the career center roll-up visibility into alumni hiring and employer relationships.

University of Notre Dame

Dean Ernzen

Program Director, Business Optimization