Paal15, an international strategic positioning and go-to-market agency , needed to update their CRM contacts’ information as they planned to move from Zoho CRM system to Microsoft Dynamics. They were looking to ensure the reliability of their customer database by reviewing their contacts’ current role and workplace and validating this information using LinkedIn. Yarado allowed Paal15 to clean and enrich their customer information by checking for LinkedIn status updates of each contact, and then automatically migrated the updated customer data into the new CRM system. Since then Paal15 is able to always keep their customer records up-to-date as Yarado runs status check every month, ensuring their CRM system contains latest and accurate information.
night to update and migrate thousands of contacts
months of manual, boring work saved
accurate and high-quality CRM data for better outreach and engagement
CRM database updated with zero human intervention
Clean and enriched customer profiles within Microsoft Dynamics
Risk-free data migration ensuring software flexibility
Increased sales outreach effectiveness as CRM is always up-to-date
Updating, exporting and importing thousands of legacy contact data is very manually exhausting and repetitive – a task no employee would volunteer to perform. Sifting through each contact to check whether customer information still matches their current job and role on LinkedIn would likely result in missed or incorrect data and take around 3 months. Additionally, the reviewed contact information would then need to be manually imported one-by-one into the new CRM system. Paal15 decided it was time to automate this frustrating and time-consuming task – the company also realised they would benefit from running updates periodically to prevent outdated contact information hindering their marketing and sales efforts.
Before working with Yarado, the entire process was manual, representing a huge admin burden for (overqualified) employees to work on. The staff would have to:
With the help of their digital colleague Yara, Paal15 is able to modify and enrich their legacy CRM data and migrate it afterwards – in an automated way and without involving overqualified staff. As all contact information is always updated and error-free within just a few hours, marketing and sales staff never have to worry about outdated information anymore. Software robot, Yara, takes the following actions mimicking human behaviour: