About the Customer
A global security and services enterprise with country-specific operations across dozens of markets and multiple country-level CRMs.
Challenge
The customer had fragmented customer records across dozens of country-specific CRMs, inconsistent data standards, and labor-intensive manual update processes. Repeated mergers and acquisitions compounded the problem—creating duplicate records, conflicting identifiers, and low confidence in any global Customer 360 view.
How Matchbook Helped
Global cleanse & match
Performed a cross-country cleanse, deduplication and AI-driven matching to create persistent, region-agnostic entity records.
Performed a cross-country cleanse, deduplication and AI-driven matching to create persistent, region-agnostic entity records.
Enrichment & normalization
Applied trusted third-party firmographic attributes and standardized taxonomies so records were comparable across regions.
Applied trusted third-party firmographic attributes and standardized taxonomies so records were comparable across regions.
Automated QA & change detection
Built automated quality checks and attribute-change detectors to flag drift and prevent regressions.
Built automated quality checks and attribute-change detectors to flag drift and prevent regressions.
Direct CRM streaming
Streamed unified, golden profiles into the customer's new global CRM so programs and systems used the trusted source immediately.
Streamed unified, golden profiles into the customer's new global CRM so programs and systems used the trusted source immediately.
Impact / Results
- Major reduction in duplicate and inaccurate records across countries.
- A single, trusted global Customer 360 foundation for sales, marketing and service.
- Faster analytics and CRM modernization with improved data confidence and fewer manual fixes.
Technology & Approach
- Matchbook XDM matching engine and enrichment pipelines.
- Incremental rollouts: work in a few countries first, then scale to all markets.
- Secure data pipelines and stream-based updates into the target CRM.
Business Benefits
- Faster time-to-value for global reporting and GTM programs.
- Reduced duplicate-driven waste in campaigns and operations.
- Improved speed for post-M&A integration and less disruption during migrations.
If you want a similar global Customer 360 fast-track, talk to our team for a scoped POC and migration playbook.