Case Study: RelPro Delivers CRM Data Cleanse to a Top 5 Bank
The Problem
Inaccurate, outdated CRM data was impeding frontline banker outreach and impacting productivity, pipeline, and engagement.
The Solution
RelPro delivered a comprehensive data cleanse, removing stale, unusable CRM data, reducing contacts by 50%. With a streamlined CRM, the client committed to ongoing data hygiene with RelPro.
The Result
With contact data verified monthly, they spend their time building and deepening relationships, not sifting through outdated CRM data.







