Case Study

Optimizing Data for Impact: Supporting a Global Provider of Reporting Solutions for the Office of the CFO

Discover how Virtual360’s data cleansing and enrichment services reinforced this Finance & Operations Reporting Solutions company’s steady flow of qualified leads. 

Client Overview

Industry: Finance and Operations Reporting Software
Location: North Carolina, USA

The client is a global leader in financial and operational reporting solutions, supporting CFOs, controllers, and finance teams with data access, reporting, and analysis tools that integrate seamlessly with ERP systems. As a fast-growing company expanding across North America, Asia-Pacific, Europe, the Middle East, and Africa through acquisitions, its need for scalable systems, clean CRM data, and lead generation support became increasingly urgent.

“The work that V360 does has super high value to our teams. Their support makes a massive difference to our operations, and the relationship continues to grow because of the quality and consistency of their work.”

Vice President

Global Sales Enablement & Business Development

Client's Challenge

In May 2019, the client partnered with V360 to address critical data quality issues within their APAC database. Existing CRM records needed to be corrected, and the database needed enough new, accurate contacts and accounts to support lead generation. Since effective lead generation depends heavily on the quality and integrity of the underlying data, the client needed a cost-efficient partner capable of delivering scalable data cleansing and enrichment solutions.

As the organization continued to expand through acquisitions, similar data quality issues surfaced across the EMEA region. Rising CRM data volume compounded the complexity, driving a continuous influx of duplicate records and inaccurate entries that undermined the reliability and usability of the CRM system.

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Our Role and Strategic Approach

V360 began with two Business Development Assistants (BDAs) in APAC, focused on outbound lead generation and cold-call invitations for regional events. Over time, our role expanded into a fully integrated business support function spanning four core areas:

Database Acquisition, Contact Building, and ERP Profiling

  • Built and maintained contact databases from scratch, creating new accounts and profiles as needed.
  • Sourced new contacts across regions including the Middle East and South Africa, ensuring alignment with ERP segmentation.
  • Cleaned and enriched databases through a combination of calling, online research, and database tools, later recommending and integrating tools like Lusha to improve efficiency and accuracy.

CRM Data Management & Enrichment

  • Removed duplicates, corrected contact details, and standardized entries.
  • Integrated data from new acquisitions into Salesforce.
  • Maintained ERP-profiled accounts for precise targeting, with ongoing record cleaning and updates.
V360 began with two Business Development Assistants (BDAs) in APAC, focused on outbound lead generation and cold-call invitations for regional events. Over time, our role expanded into a fully integrated business support function spanning four core areas: Database Acquisition, Contact Building, and ERP Profiling
  • Built and maintained contact databases from scratch, creating new accounts and profiles as needed.
  • Sourced new contacts across regions including the Middle East and South Africa, ensuring alignment with ERP segmentation.
  • Cleaned and enriched databases through a combination of calling, online research, and database tools, later recommending and integrating tools like Lusha to improve efficiency and accuracy.
CRM Data Management & Enrichment
  • Removed duplicates, corrected contact details, and standardized entries.
  • Integrated data from new acquisitions into Salesforce.
  • Maintained ERP-profiled accounts for precise targeting, with ongoing record cleaning and updates.
Systems Development
  • Implemented regular quality assurance and reporting systems.
  • Established an internal V360 QA process to validate data quality and accuracy before pushing updates to the CRM.
  • Built a scalable model to continuously acquire and qualify new leads while maintaining and enriching existing CRM data.

By the height of the engagement, V360’s team had grown to 15 BDAs across EMEA and APAC, supported by a dedicated Team Lead and QA Manager, powering the client’s sales and marketing growth.

Results & Impact

70%+ PMQLs from V360 Regions

70%+ of PMQLs now originate from V360-managed regions

Rapid Contact Growth (2021–2024)

Contact growth (2021–2024): APAC +4,250% | EMEA +1,087%

Cleaner Salesforce Data

Cleaner Salesforce data and lower bounce rates

Accurate, Data-Driven Campaigns

Campaigns now run on accurate, ERP-aligned contact lists

Localized Lead Engines in APAC & EMEA

V360 operates localized lead engines across APAC and EMEA

Campaign Support & Lead Management

  • Managed the administrative, time-consuming work of MQL management, freeing managers to focus on strategy while building flexible systems to keep pace with constantly changing MQL rules.
  • Kept data accurate, current, and well-organized, segmenting contacts by campaign requirements to ensure precise targeting and effective outreach.
  • Delivered detailed reporting through Salesforce, Excel, or both, tracking every action to give the client full visibility and confidence in our work.

Systems Development

  • Implemented regular quality assurance and reporting systems.
  • Established an internal V360 QA process to validate data quality and accuracy before pushing updates to the CRM.
  • Built a scalable model to continuously acquire and qualify new leads while maintaining and enriching existing CRM data.

By the height of the engagement, V360’s team had grown to 15 BDAs across EMEA and APAC, supported by a dedicated Team Lead and QA Manager, powering the client’s sales and marketing growth.

Value Delivered to the Client

V360 took ownership of all admin and BDR-related functions, managing lead distribution, reporting, and administrative tasks, so the client’s managers could focus on strategy while BDRs worked from clean, actionable contact lists.

Working closely with the client’s team, we built systems that proved an external partner could integrate seamlessly as part of the team.
Our contribution meant that:

BDRs maximized their time and productivity with ready-to-use, accurate contact lists.

Managers focused on high-value strategic work, confident that the lead operations were running efficiently.

Every action we took was visible and measurable, giving the client confidence in the results.

Data-Driven Strategy In Action

Our partnership matured alongside the client’s growth, and our role evolved well beyond task execution. We became strategic partners who:
  • Delivered over 4,000% growth in APAC’s cleaned contacts and over 1,000% growth in EMEA between 2021 and 2024, giving regional teams clean, targeted databases they could act on immediately.
  • Provided forecasting reports and market-specific insights.
  • Flagged weak areas in CRM hygiene before they became problems.
  • Maintained proactive alignment with the client’s evolving business development and marketing goals.

Even as internal teams evolved and management changed, V360’s systems and documentation kept transitions seamless. Our reporting cadence became a cornerstone of marketing reviews, our account profiling methods strengthened sales conversion, and our agility ensured a fast response to new regional and acquisition-related needs.

Ongoing Partnership & What’s Next

Since 2018, V360 has functioned as the client’s embedded partner across APAC and EMEA, with our role continuing to expand as new territories and acquisitions come into the fold.

We continue to:

  • Conduct regular quality assessments, team training and re-training, and process reviews.
  • Refine data collection, segmentation, and profiling systems
  • Deliver proactive solutions before they’re even requested

This is more than a vendor-client relationship. It’s a flexible, data-smart, always-on extension of the client’s marketing and sales ecosystem. With the right systems in place and a team that evolves alongside them, the client can focus on growth, confident the backend will keep up.

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