salesforce.com is the world's leading CRM platform and is offered exclusively as Software as a Service (SaaS). Companies of all sizes, from one-man businesses to the Japanese post office with 45 thousand users rely on its extensive on-demand functionality for the optimisation of Customer Relationship Management.
But the following also applies to on-demand CRM systems: Only the highest address quality and duplicate-free customer data enable the Single View of the Customer. On this basis, you can identify new sales opportunities more quickly and use them more efficiently, successfully gain new customers and consolidate customer relationships.
On the other hand, incorrect addresses and duplicates inhibit the efficient use and the cost efficiency of a CRM system to a considerable extent, with negative consequences which can extend from undeliverable consignments and dissatisfied customers to non-payments and additional costs for research and postage and therefore ineffective marketing campaigns. Poor data quality adversely affects the Single View of the Customer as the basis for important business decisions and restricts the ability to react to changing customer requirements.
You can use the Uniserv DQ-Connector for salesforce CRM to increase the data quality in your on-demand CRM system in the long term through efficient duplicate matching and postal address validation. You obtain a single view of the customer, can more react quickly to new customer requirements and strengthen the ties with the customer.
How is this possible? It's quite simple: The DQ-Connector is installed via the AppExchange platform of salesforce.com. After simple customization to your individual requirements, the postal address validation and duplicate matching are automatically executed for each new entry or changes to leads, contacts or accounts. In this respect, you always have the option of using the postal validation and the duplicate matching together or individually.
The duplicate candidates are compared error-tolerantly in the duplicate matching, so that you also prevent duplicates from being created in the event of typing, hearing or reading errors. If a duplicate is suspected, you receive a list of possible duplicates and go directly to the change dialog after selection. Any attached information, such as activities or sales opportunities, is transferred automatically. You also receive a selection in the event of ambiguous addresses in the postal validation. If major changes have been made to the corrected address, the correction is submitted to you for confirmation.
With the DQ-Connector for salesforce CRM, you not only optimise the management of your customer relationships but also ensure greater efficiency in the use of your on-demand CRM system. You become closer to your customers and increase competitiveness in your market sector.