The challenge
Strict data-quality controls were making everyday sales tasks harder while duplicate and incomplete records still limited reporting quality.
OUTSYSTEMS IN ACTION / TECHNOLOGY
How a technology company improved CRM data quality by 47% without replacing its system of record
A data-quality rule works better when it helps the salesperson complete the task. This company added a focused experience around its CRM. Explore the reported improvement and the design decisions behind clearer account and opportunity workflows.
RESULTS REPORTED IN THE SOURCE
47%
reported improvement in CRM data quality
4
weeks to deliver account-creation functionality
6
weeks to deliver lead-conversion functionality
THE BUSINESS CHALLENGE. THE CHANGE. THE RESULT.
The change
The company kept Salesforce as its system of record and built an OutSystems sales experience with search, verification and external data enrichment.
The outcome
The source reports a 47% improvement in data quality, with account-creation functionality delivered in four weeks and lead-conversion functionality in six weeks.
Source: customer case study published by OutSystems. Brief prepared by Digital Alchimia.
DIGITAL ALCHIMIA’S DELIVERY PERSPECTIVE
What could this approach unlock for your business?
The useful next step is to connect the story to your own operating reality. Here are the questions we would bring into that conversation.
01
Put useful guidance where the record is created.
A data-quality rule becomes easier to follow when users can search, understand a possible duplicate and provide the next required information in context. Review those decisions with sales colleagues. The application can then support the right action rather than relying on an error message after the user has completed a form.
02
Keep the experience boundary separate from record ownership.
Define which data the CRM owns and what the new interface may read or change. Include enrichment sources, validation and exception handling in those agreements. OutSystems professionals can help implement the experience while the organization preserves clear responsibilities for the information used in forecasts and customer operations.
START WITH THE WORK THAT NEEDS TO CHANGE
You bring the business challenge. We help shape the delivery team.
Digital Alchimia provides OutSystems professionals and delivery expertise for application development, modernization and evolution. Whether you need to reinforce an existing team or explore a new initiative, we can discuss the capabilities, responsibilities and next steps that fit your context.
A useful starting brief
✓ The process or customer journey you want to improve
✓ Where work waits, repeats or depends on disconnected systems
✓ The expertise already available in your team
✓ The outcome you want to measure and the timeframe to explore
Turn a promising idea into a useful conversation.
Tell us where your business needs to move faster and where your team needs additional expertise. Let’s explore an OutSystems approach shaped around your requirements.