Datactics Ltd, a leading provider in data quality and matching software, today announces that Carter Jonas LLP, the UK-headquartered property consultancy, has signed a multi-year license for its flagship platform, FlowDesigner, to ensure that its 650+ frontline staff have access to the most accurate, complete and timely client information.
Carter Jonas identified the need to quickly migrate client data from newly acquired companies into its CRM system, Microsoft Dynamics, and ensure that this is timely and up-to-date. To fully realise the benefits of its CRM investment, Carter Jonas sought a data quality tool to profile and scrub newly on-boarded data, from various systems including Reapit RPS, to make sure that the client information is of the highest quality.
Tim Spencer, IT Director at Carter Jonas, commented on the importance of client intelligence as the business expands, “Knowing our clients is the cornerstone of our success. As our business grows in terms of clients, services and business operations, it is imperative that our team has the complete view of our clients and has confidence in the accuracy of that information.
“Our mission for IT is to enable the integration of the businesses we’ve acquired, consolidate client intelligence from across the company and make it available to all staff. In this way, we can identify appropriate cross-selling opportunities, continually improve client experience and ultimately strengthen client loyalty.”
Datactics FlowDesigner was selected following a rigorous assessment of several data quality providers. According to Tim Spencer, the decision was based on the system’s flexibility, ease of use and powerful matching capabilities…