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Getting the most out of your data

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13 diapositives · 244 Views · Jul 29, 2014

Learn how Holman Fenwick Willan improved segmentation using data integration for targeted marketing initiatives. Discover the challenges faced and the solutions implemented for better client insights and ROI tracking.

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  1. Getting the most out of your data INTERACTION User Group Meeting Thursday 6 December 2012 Craig Martin, Marketing Database Manager Holman Fenwick Willan

  2. The firm • International commercial law firm specialising in energy & resources, trade, shipping and transportation, insurance and reinsurance, and corporate and commercial work • 14 officesin 10 countries • Almost 500 lawyers

  3. The background Then • Started with 30 users in London Office • 60,000 contacts Now • Over 750 users worldwide • 180,000 contacts

  4. The background Then • Started with 30 users in London Office • 60,000 contacts Now • Over 750 users worldwide • 180,000 contacts One constant • Data quality • Over two-thirds of companies have no business type • Issues when trying to segment our contacts

  5. The challenge • To integrate external company profile information with our existing InterAction data

  6. The challenge • To integrate external company profile information with our existing InterAction data • Provide better segmentation for targeted marketing initiatives • Take a more co-ordinated view of existing & target client base • Track ROI for marketing initiatives with key clients • Make more informed decisions on where to focus new business aims

  7. The challenge • To integrate external company profile information with our existing InterAction data • Provide better segmentation for targeted marketing initiatives • Take a more co-ordinated view of existing & target client base • Track ROI for marketing initiatives with key clients • Make more informed decisions on where to focus new business aims • Decided to start with clients only • Match and append process returned 60% with confidence code of 7-10

  8. The suppliers • D&B recognised amongst market leaders in company data • Needed someone to build the bridge with InterAction • After a failed attempt with an initial supplier.....help was at hand...

  9. The suppliers • D&B recognised amongst market leaders in company data • Needed someone to build the bridge with InterAction • After a failed attempt with an initial supplier.....help was at hand...

  10. The initial software • Needed something more dynamic with ability to refresh the data on demand • Improved data quality by standardising company names and addresses • Pulled through company profile data • Provided a manual look-up and matching tool

  11. The software development • View organisational structures and see who we already know • To easily import other members of the family tree • Improved search capabilities in look-up tool • And we made it a bit prettier too!

  12. The journey......it's been emotional! • Over a year since initial discussions took place • Not all plain sailing – issues with multiple family trees • Plan to go live from start of 2013 & roll-out look-up tool firmwide • Future integration with PMS and NBI process

  13. And now for the demo!