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How Can Master Data Management Help You?

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Mastering Customer Data with Master Data Management

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. 

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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 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.

The Benefits of Master Data Management with Paciolan

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
(Coming Soon)

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"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

Frequently Asked Questions

  • MDM is an identity resolution process to seamlessly consolidate your fragmented data into a single, golden record. As the custodians 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, providing a crystal-clear view of your evolving customer accounts.

  • 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, eliminating data fragmentation and enabling a holistic understanding of customer behavior and preferences.

  • Our identity resolution process is unique and custom to your account, we work with you to understand 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. 

  • Account reduction averages around 13%, meaning more than 25% of accounts have been successfully consolidated. 

    For instance, starting with 1000 accounts, where 200 were duplicates (2 accounts per set), these consolidated into 100 'golden records,' resulting in 900 total accounts—a 10% account reduction, with 20% of the initial accounts being duplicates.

  • Having an up-to-date view of the account in your CRM, means you have accurate and valuable information to deliver the best customer experience. Your team knows all this pertinent information about the patron or donor before ever picking up the phone to have a conversation or before sending them an email. With clean accounts in your CRM tool, your Marketing Automation efforts become more efficient. You can segment your audience and send customized messages to different groups like alumni, donors, season ticket holders, propensity scores (coming soon), or new fans and patrons. You can establish a deeper connection with your fans and patrons by crafting compelling stories that truly resonate with each group. Whether you are in sales, marketing, or customer support, having clean, trustworthy customer data empowers your team to deliver the best service to your customers.

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.

Contact Your Client Partner Today

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