Contact Data Harmonization & Deduplication


An Orthodontist (Healthcare) Practice


The customer had engaged on a digitalization project which involved organizing several events over time. The success of the digital marketing effort was heavily dependent on acquiring a customer contact master list. A bad contact master list would not only hamper or slow down the digital marketing efforts; it could eventually impact its success. Multiple systems or spreadsheets had a contact name stored differently throughout the organization.

To run effective digital marketing campaigns and to measure their effectiveness, a concise contact list must be available along with reliable email addresses, a connection to accounts if possible, and well-defined classifications of contacts.


  • Duplicated customer names within the same database and across databases
  • Disparate data silos
  • Disintegrated systems
  • Non-standardized customer naming format

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