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Perfecting and Merging in CRM Systems

Martin Doyle October 1st, 2013 Data Quality

Customer relationship management (CRM) systems like microsoft dynamics 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 in D365

DQ Global® has just unveiled its brand new DQ for Dynamics™ tool for Microsoft Dynamics CRM and other popular CRM tools like Salesforce. DQ for Dynamics™ 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 the entire database for matches – making it far more powerful than the merge tool.

Like many popular CRM systems, DQ for Dynamics™ runs in a browser, making it accessible and easy to use. It’s also possible for multiple users to log in at the same time, speeding up the matching process and allowing for greater efficiency.

And because DQ for Dynamics™ connects directly to the back end in Microsoft Dynamics, Salesforce or your chosen CRM tool, there’s virtually no set up time. Your data doesn’t have to be downloaded, packaged, sent to a third party or distributed over an unsecure network: it’s all done in an instant using the software’s application programming interface (API).

Why is Perfection Important?

By improving data quality in your CRM, you’ll ensure that your interactions with customers are productive, efficient and personalised. Duplicate data is detected, eliminated and/or merged, and the quality of the database is enhanced.

When customers contact your organisation, you can be confident that the data held about them is accurate. In turn, this leads to a better return on investment as you retain the customer and maintain trust. Better data means more reliable insights into your customers, their behaviour and their demographic information.

Perfect Your CRM Data Today

The DQ for Dynamics™ tool can be used on the fly, as many times as is required, and by any users you choose to authorise.

DQ for Dynamics™ is available now for an annual subscription fee. DQ Global® can also provide a trial version of the software if you’d like to experience its potential before you make a purchase.

For more information, please see our DQ for Dynamics™ product page



Written by Martin Doyle

Martin is CEO and founder of DQ Global, a Data Quality Software company based in the UK. With an engineering background, Martin previously ran a CRM Software business. He has gained a wealth of knowledge and experience over the years and has established himself as a Data Quality Improvement Evangelist and an industry expert.