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Case Study

Data entry expedites the work of a CRM software company and its clients

Over 3 million contacts entered with 99.9% accuracy across a multi-decade partnership.

TDEC has entered over 3 million contacts on behalf of a financial services CRM platform, sustaining 99.9% accuracy through scalable, multi-level quality control.

Challenge: When a financial services technology company first launched its CRM software in 2001, the company’s account representatives were tasked with entering clients’ historical contact data as part of the start-up process. This was not a scalable solution given the pace of growth and the increasing demands on those representatives.

Solution: The company quickly determined that outsourcing the data entry would provide faster, more accurate results. In 2001, they selected TDEC as their data entry partner. TDEC uses its Oakland, MD location to support the contract, scaling resources to meet the company’s fluctuating demands. Data entry tasks range from simple keystrokes to more complex work involving language translations and multiple record updates.

Results: To date, TDEC has entered over 3 million contacts on behalf of the company with speed and accuracy. Using its multi-level quality control system, TDEC has achieved 99.9% accuracy on entered data and continues to meet or exceed its past performance year over year. Accurate, timely data entry means the contracting company can launch its clients onto its platform faster, accelerating growth and maximizing client returns.

Benefits

Built to scale CRM onboarding without the headcount

By outsourcing client onboarding data entry to TDEC, the CRM platform freed account representatives to focus on advisory work while keeping accuracy at 99.9%.

Accuracy at Scale

99.9% accuracy on entered data, sustained through TDEC’s multi-level quality control system across millions of records.

Faster Time to Value

Accurate, timely data entry lets the CRM platform launch its clients faster, accelerating their growth and returns.

Flexible Capacity

TDEC’s Oakland, MD operations scale up and down to match the company’s fluctuating demands — no fixed-cost overhead for the client.

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