clearMDM Financial Industry Success Stories  

Financial Services Industry

Business Sector – Insurance

Scope – Implemented to de-duplicate records that have been captured by internal and external systems. 

Function – This provided a single customer record capturing accurate contact information whilst keeping compliant with regulatory stipulations. 

 

clearMDM Non-Profit Organisations Success Stories  

Non-Profit Organisations

Business Sector – Food Distribution

Scope – Implemented clearMDM to create a single view contact record ensuring donors and suppliers details are accurate and up to date.  

Function – A clear picture of each donor and supplier’s relationship with the charity and provides the basis for customer service excellence and deep marketing insight. 

 

AgentExchange Reviews

Our Experience with ClearMDM

We use ClearMDM to help clean up and maintain our Salesforce data, with a focus on identifying duplicate Accounts and Contacts. It makes it easier to match related records, review potential duplicates, and combine them into a more complete master record. The data standardization and quality checks are also helpful for identifying inconsistencies and improving the accuracy of the matching process. When a record needs additional attention, we can review it manually before deciding how it should be handled. Overall, ClearMDM has helped us reduce duplicate records, improve data consistency, and maintain cleaner Salesforce data. It provides a practical and manageable way to support our ongoing data cleanup and governance efforts.

 

An MDM Application that really works

We implemented clearMDM to help us deal with the challenge of improving the view our most important customer data. The product has since been highly successful in helping us to form a single trusted view of the customer and with highly engaged and responsive support from clearMDM, we have been able to continually improve and develop our approach throughout. If you want a product that is truly native to the Salesforce Platform, built by a respected and highly capable Salesforce Developer and importantly, continually keeping pace with developments, then clearMDM can definitely help you to get control of your data.

 

Excellent MDM Application

We’ve been using this application in our org for several months and are already seeing the benefits of how a well designed system can simplify difficult stewarding tasks. We’ve always found it a hard task organising our serval data sources into Salesforce and this has led to issues with duplicate records being created. clearMDM has been able to merge all of our existing duplicate records in our org, and is running daily jobs (normalisation/matching/merge/reparenting) to make sure our org is the most up to date and reliable storage of data we have as a company.