On the 13th of November we will be hosting a Webinar entitled “How to Match, Perfect & Merge™ Dynamics CRM Records” Using our NEW Perfect & Merge™ Tool, we will demonstrate how to identify, perfect and merge duplicates. Our Software will help you: Identify Duplicates Select a Master Record Merge Data from duplicates to perfect the Master Update CRM to create a Single Customer View Register for the webinar to see how you can “Unlock the Value of the Data” in your CRM system.
Customer relationship management (CRM) systems are the cornerstone of business interactions. Using a CRM, businesses can keep track of their clients and leads, automate their workflow and improve customer service. The CRM is effectively the data hub for the entire organisation. Microsoft Dynamics is one of the most versatile and powerful CRM tools on the market. Its cloud-based infrastructure makes it accessible and affordable, and it can pull together data from sales representatives, customer care teams, marketing departments and social media gurus. But with a wealth of data comes the inevitable challenge of duplication and error. And in a busy organisation, a CRM is only useful as long as the data is fresh and accurate. So how can CRM data be perfected? And how affordable is it to keep the data in good order? Perfecting and Merging CRM Data DQ Global has just unveiled its brand new Perfect & Merge™ tool for Microsoft Dynamics CRM and other popular CRM tools like Salesforce. Perfect & Merge can detect duplicates across the entire CRM system: it will pick out duplication in the contacts list, as you’d expect, but it also scans […]
When businesses plan their marketing strategy, they often focus on enticing new customers. While there’s nothing wrong with growing the customer base, it’s a good idea to work hard on retaining existing customers as well. On average, an existing customer is three times more likely to buy from you than a new prospect, making the ROI far more attractive. Data quality is one of the core principles that will help you maintain a long-term relationship with your existing customers. By crafting a quality database and spending time on maintaining the integrity of the data, you’ll reassure your customers that you take their privacy concerns seriously. You’ll also be armed with a wealth of useful information about your customers – information that you know is accurate and reliable. Compile a Mailing List If you don’t already have a list of existing customers, you can build one from the databases you already have. That might include: Sales records You accounts system Emails and letters Enquiries resulting from marketing campaigns Leads from exhibitions and visitors’ books Warranty databases Remember: the customer should have opted in to receive marketing information. If you don’t have much data to go on, consider […]
In business, companies have a duty to ensure customer data is up to date. Not only is this a basic matter of customer service, it’s also a legal issue, since a failure to protect customers’ details could violate the law. One of the key pieces of data businesses hold about customers – and suppliers – is their postcode. In this article, we’ll look at how the Royal Mail’s Postcode Address File (PAF) system is helping businesses improve data quality, customer service and a healthy return on investment. What is Address Management? Before looking at postcodes, we need to understand what address management is and why businesses care so much about it. In short, address management is a process whereby customers’ details are reviewed and updated on an ongoing basis. This helps the company to gain the customer’s trust, and it dramatically improves brand image. After all, a customer whose address is spelled correctly is more likely to respond favourably to marketing than a customer whose details have been sloppily input or incorrectly recorded. With address management, every section of a customer’s address is analysed using data quality applications. That includes their […]
If you send mailshots or marketing material through the post, you need a reliable address database for your customers. Sounds obvious. But all too often, the address data that businesses rely on is of such a low quality, it’s actually costing them money and time, rather than improving their return on investment (ROI). Getting addresses right means ensuring your data is of a good quality. That means conducting a number of cross checks on your database and adjusting the contents accordingly. This process may need to be repeated periodically to ensure the data quality is retained on an ongoing basis. Thankfully, no business needs to do this by hand: data quality tools can help. Why Check Addresses? As a database grows, it becomes more unwieldy. Data quality inevitably drops and duplicate records appear as customers move house, contacts pass away and subscribers opt out of your marketing messages. It’s tempting to simply let the contents of a growing database go stale. But there are numerous drawbacks to neglecting a mailing list in this way, and most of them can […]
Any business that collects personal data has to be responsible, accurate and law-abiding. There are myriad laws and regulations around the collection of personal information; for example, the Data Protection Act forbids certain types of data from being shared without permission, and it also gives individuals power to demand to know what information you hold about them. Setting legal issues aside, there are a number of practical and financial incentives to ensuring that data you hold is accurate. If you run a small or medium sized enterprise (SME), you might never have considered tidying up your database, but the benefits of data cleansing apply equally to companies of all sizes. In fact, small businesses could feel the cost advantage far more markedly than a larger enterprise. Why Cleanse Your Data? When we talk about ‘clean’ data, we’re basically referring to data that’s been scanned, corrected and possibly enhanced by a third party tool. There are many reasons for tidying up a database, and these tend to become more pronounced as the dataset grows in size. The environmental impact of a mail shot is reduced if the mailing list is clean. This helps to promote […]
If businesses wish to send their dirty data linen away to a bureau to be deduped and made whiter than white, that’s OK, especially if it’s a one off task and you don’t need to update the sources. However, if a business has any concerns about their data assets crossing their firewall, wishes to carry out root cause defect analysis and attend to the processes which originate bad or duplicated data. You might consider an on premise solution? Where there is a repeated process and/or integrations into a CRM or other business systems for a Single Customer View (SCV), it’s probably better to buy your own data washing machine. Our Matching Software has a comprehensive range of data-enhancing capabilities in five spoken languages to assist with the following: Character case management to ensure records are correctly formatted Gender determination from given name to ensure salutations are correct Data standardisation (or transformation) in thirteen categories to standardize your data Flagging of duplicates Grouping of matching records Re-assignment of orphaned data so the referential integrity is preserved Merging of data so the best record is formed DQ Global’s Match product has been designed to connect to CRM systems for identification and […]
At DQ Global we are passionate about data quality and keeping data clean and duplicate free. So we thought we would put together a list of the benefits we believe companies will see if they use data quality software. But firstly, here is a list of data decay facts which might highlight the need for clean data. Every year in the UK: Over 6 million people move house 600,000 people pass away Half a million addresses are changed by the Royal Mail 250,000 people sign up to The Mailing Preference Service 5.7 million company and individual details change So here are what we believe are the “Reasons” to use Deduplication Technologies: Identifies non-identical: People, Companies, Addresses etc. which are unnecessarily duplicated Identifies and groups records which exist in the same premises i.e. households Identifies duplicate contacts in the same organisation • Identifies duplicate locations (addresses) where typo’s or abbreviations have been used Reduces direct marketing cost – don’t waste money contacting people who are not there Identifies returning customers Enables Merging of multiple data sources for a Single Customer View (SCV) Facilitates linking for Master Data Management (MDM) Permits more accurate reporting, analytics and business intelligence Protects Company Brand Truthfully reflects ROI for marketing campaigns Increases the […]
A good way to make all your business efforts futile is to fill all its applications with bad data and keep it that way. It’s really easy to do this. You just need to ignore all the advice about how to have quality data, and carry on doing the things you’ve always done. Here’s a list of things you might be doing that will help: Letting everyone collect and keep their own data without ever integrating it Allowing staff to type into free text fields in databases without validating information Keeping data problems private without sharing them Troubleshooting symptoms and not finding a cure Ignoring whatever feedback comes your way Spending money on new technology and applications, but not on data quality checks On the other side of the coin, here’s a list of things you should do if you want your business to succeed: Start a data governance project and appoint departmental data stewards to manage it Make people responsible for data Invest in data quality software Set standards on formats and storage Explain why quality data is so important Train staff and explain the business impacts of poor data Integrate and centralise data with a single customer view Use merge purge software and delete duplicates
The latest Data Advantage Report makes depressing reading. The recent global research found that, while 99% of respondents to their survey claim to have a data strategy, 94% still have data quality issues. Their data is incomplete or they can’t find what they need and think it is missing. Nearly half said they thought their problems came from having multiple databases. Don’t Fight a Losing Battle Despite all this, and that the majority understood their bad data meant they were wasting time and money with inaccurate mailings and business intelligence, a huge number – around two thirds – are still trying to put things right manually. Of course, they are fighting a losing battle. Without the right weapons of data quality tools, you can never win the war on bad data. Dealing with issues at point of entry by using merge purge software, matching software and verification tools based on appropriate suppression files will quickly and easily put most of this right. Running these and other data cleansing solutions, such as data deduplication software, at intervals will pick up anything that has already slipped through or been incorrectly entered or altered by staff.