Data Cleansing for CRM and ERP

CAPABILITY

Data Cleansing for CRM and ERP

Managing data in CRM and ERP systems is often plagued with challenges, such as duplicate records, inconsistent hierarchies, and missing relationships between critical entities. These issues lead to inefficiencies, reduced system performance, and a lack of trust in the data, which can ripple across business operations, from sales to finance.

TechTorch’s Data Cleansing for CRM and ERP Capability addresses these challenges by focusing on core areas such as account de-duplication, order de-duplication, contract and invoice alignment, and data hierarchy structuring. We ensure data accuracy by identifying and resolving mismatches between contracts and invoices, re-establishing missing links, and improving overall data quality. By leveraging advanced tools, best practices, and automation, we help businesses maintain clean, reliable data environments that support effective operations and decision-making.

Challenges

Common Issues in Managing CRM and ERP Data

Duplicate Records: Multiple entries for the same customer, vendor, or order create confusion and inefficiencies.

Data Inaccuracy: Errors in transaction or master data lead to poor decision-making and process inefficiencies.

Scalability Issues: Unresolved data issues make it harder to scale CRM and ERP systems as the business grows.

Fragmented Data Across Systems: Poor integration between CRM and ERP platforms reduces overall efficiency and accuracy.

Inconsistent Data Hierarchies: Misaligned customer or vendor hierarchies hinder accurate reporting and segmentation.

Order, Contract and Invoice Mismatches: Broken relationships between these records disrupt workflows and cause billing or reconciliation errors.

benefits

Benefits of Data Cleansing CRM and ERP

Enhanced Data Accuracy: Ensure clean and reliable data for informed decision-making across departments.

Streamlined Operations: Resolve inconsistencies and mismatches, improving workflows and system performance.

Improved Reporting and Analytics: Accurate data supports better forecasting and actionable insights.

Faster Billing and Reconciliation: Resolve mismatches to streamline financial processes.

Scalable Solutions: Prepare CRM and ERP systems to handle growth without compromising data quality.

Integrated Workflows: Strengthen connections between CRM and ERP systems for seamless operations.

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