How Can Master Data Management Help You?
Like all of us, she occassionally misplaces her passwords, forgets about her existing accounts, or switches email addresses. You know the feeling: Is this the right email? Which password was it? So, she just creates another account to make the purchase, resulting in duplicate Jennifers in your database with fragmented data.
Meet Jennifer Smith
Meet Jennifer Smith
Like all of us, she occasionally misplaces her passwords, forgets about her existing accounts, or switches email addresses. You know the feeling: Is this the right email? Did I use a pin or a password? Wasn’t this already saved in my phone?
If you don't know that she's one and the same, you might spam her with irrelevant marketing or let her loyalty go unacknowledged.
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In your CRM tool, her identity becomes convoluted, making it challenging to determine her identity and habits.
Do You Know That She's One And The Same?
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.
Duplicate accounts in your CRM make it challenging to identify the 'true' Jennifer Smith and see her preferences and habits
What Could Go Wrong?
Loss of revenue caused by wasting time, sending irrelevant marketing, and missing opportunities.
What's The Risk?
Unify fragmented data to give you a single Golden Record for Jennifer Smith, encompassing all relevant information.
The Solution:
What Could Go Wrong?
Duplicate accounts in your CRM make it challenging to identify the 'true' Jennifer Smith and see her preferences and habits
What's The Risk?
Loss of revenue caused by wasting time, sending irrelevant marketing, and missing opportunities.
The Solution:
Unify fragmented data to give you a single Golden Record for Jennifer Smith, encompassing all relevant information.
Higher Customer Satisfaction
The better you know them, the better you can serve them.
Personalized Service & Marketing
Tailor conversations and send offers that really speak to them.
Increased Revenue
Clean data drives revenue. Disorganized data is costly, inefficient, and error-prone.
Minimized Risks
Done at the source, the data does not leave the Paciolan warehouse. This means more secure data handling.
Always Current
The golden record isn't static. Daily updates allow for the record to grow with the customer.
Empowered Staff
Everyone can make great data-driven decisions, because data isn't just one person's job.
The Benefits of Master Data Management with Paciolan iQ
Dyllon Sue
CRM Manager for the University of California, Berkeley
"It can be a challenge to find the right account! You might find one, but it turns out it's not the one you're looking for. Then, there are 20 more under the same or email address. Having something like [Paciolan MDM] bring everything together and organize it in one [account in our CRM] is a game-changer. It just makes everything a whole lot easier."
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MDM Success Stories From the PAC Community
Why Work With Us?
"We considered budget, data requirements, and operational efficiencies. Paciolan understands our data and speaks our language. It made every step a lot easier and more efficient."
Rachel Myers
Director of Ticket Sales and Service, University of Michigan
Improved Customer Targeting
Identify which individuals are most likely to respond to a particular offer or marketing campaign.
Improved Customer Experience
Deliver more personalized messages, appeal to events or causes that will be most engaging to the patron.
Increased Revenue
Better targeting, more resonant messaging, and less "guessing" lead to higher productivity and return.
Better Resource Allocation
Focus time and energy on the most valuable and most likely to convert. Eliminate wasted or duplicative efforts.
Drive Growth Using Propensity Scoring
"I appreciate having everything consolidated in Salesforce. With the next football season approaching and renewals underway, we’re seeing positive changes. It’s been months of continuous effort, and all this work is leading to a significantly improved experience.”
Paul Carenen
Director of Ticket Operations, Purdue University
"It was definitely a challenge to find the right account! Having Paciolan's MDM to bring everything together and organizing it has become a game-changer. It makes everything a whole lot easier."
Dyllon Sue
CRM Manager, University of California, Berkeley
Success Stories from the Paciolan Community
Master Data Management (MDM) process gives you a single golden record with two valuable elements: a crystal-clear view of your customer accounts that stay up-to-date and a propensity scoring to help evaluate the likelihood of an account to convert or purchase.
Data Warehouse as a Service (DWaaS) goes beyond being a mere tool; it serves as your organization's central nervous system, guaranteeing that each decision, strategy, and customer engagement is well-informed and purposeful. It includes custom dashboards for rich insights.
Expert consultation and guidance from the Paciolan iQ team. Whether it is onboarding, training, building new dashboards, or data sources, we go alongside you and become an extension of your teams.
Paciolan iQ Key Features
Frequently Asked Questions
MDM is an identity resolution process to seamlessly consolidate your fragmented data into a single, golden record. As the custodian of your fans’ and patrons’ data, Paciolan has a comprehensive data warehouse that covers every interaction, from ticket purchases to donations. Our unique identity resolution process allows us to tailor data merges based on your specific needs, resulting in accurate and trustworthy account profiles. Daily maintenance keeps your account data accurate and complete.
With Paciolan's unique identity resolution process, we clean up bad data and combine fragmented profiles into a unified record, known as the golden record. We also provide nightly updates to keep the golden record current and refreshed. This allows you to have a comprehensive view of your fans and patrons inside of Salesforce, eliminating data fragmentation and enabling a holistic understanding of customer behavior and preferences.
At this time, Salesforce is the only CRM system that we accommodate.
Yes, we’ve built a feature to enable you to do this. Contact us, we’d love to show you how simple this is.
De-duplication of accounts only occurs automatically in Salesforce. To de-dupe and delete accounts in Paciolan, you accomplish that manually. Ask us how!
Our identity resolution process is unique and custom to your account, we work with you to understand your business, so we begin by understanding your needs and how you prefer to set weighting, custom fields, and matching preferences.
The entire process can be completed in a matter of weeks, it depends on the amount of customization and client needs, overall, it is a fairly quick process.
Do You Know That She's One And The Same?
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.
What Could Go Wrong?
In your CRM tool, her identity becomes convoluted, making it challenging to determine her identity and habits.
What's The Risk?
Loss of revenue caused by wasting time, sending irrelevant marketing, and missing opportunities.
The Solution:
Unify fragmented data with Paciolan's MDM to give you a single Golden Record for Jennifer Smith, encompassing all relevant information.