Client:   Midwest leader in the material handling industry since 1951.

Project Area:  Sales and Marketing

Project Summary:  Scrub and format contact data for a heavy equipment business following the recent merger of 3 companies.

Project Detail:  The client is the leading provider of material handling services in the Chicagoland area, Northern and Central Illinois, and Northern Indiana.  Their 1st Quarter 2007 initiative was to convert the existing customer contact/relationship information to Microsoft CRM 3.0.  The project required that multiple legacy systems be merged, duplicate and erroneous data removed, and the information uniformly formatted for a seamless conversion into Microsoft CRM 3.0.  A total of 60,000 lines of data were scrubbed. Beaird Group also identified and outlined processes that are directly affected by database input and made recommendations for efficiencies.

Accolades: Beaird’s quick response and thorough job earned them a 10 out of 10 rating.  The client has recommended the Beaird Group for the Corporate Contract.