Success at Hancock Bank

Hancock Bank linked unique customer identities across 38 different G/L, COA and CRM applications increasing forecast accuracy and driving revenue.

Challenges

Needed Master Data to Optimize Sales & Profitability

• Began to master COA & GL data & visibility
• Need customer master records to track CRM patterns
• Unique customer info needed for targeted selling
• Lack of marketing platform for customer reach

Strategy

Clean, match, master & harmonize data

• Master customer records across 38 systems
• Fundamental in customer 360 strategy
• CRM enabled common platform for lead generation
• Driving metrics in CRM analytics dashboard

Levels of Success

Strategic

• “Impact on revenue opportunity cross division – Revenue Opportunities”

Business

• “Informed highly targeted lead generation – Customer 360 visibility – CRM alignment / Analytics”

Project

• “Integrated MDM into operation systems – Aggregated 38 Systems – Master COA/GL/CRM”