CRM Data Management Services

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CRM Data Management Services Clean & De- duplicate your CRM data

description

Your CRM data is a perishable asset when left on its own, it’s value will diminish unless you look after it well. Improve data quality to boost your marketing ROI. Cleanse, update and validate your CRM databases to fill in missing information. Ensure all of your data is accurate and consistent regardless of the data source to establish more meaningful customers’ interactions. Explore CRMIT's Data Management Services

Transcript of CRM Data Management Services

Page 1: CRM Data Management Services

CRM Data Management Services

Clean & De-duplicate your CRM data

Page 2: CRM Data Management Services

Data Management Services© Copyright 2014 CRMIT. All rights reserved.

www.crmit.com

Why customers choose CRMIT

End to end expertise on Oracle Customer Experience solutions. Participate in evangelization, roadmaps, product feedback, issues identification & Integration specialization.

200,000+ users

250+ Engagements

25+ countries

4000+ app users

24,000+ hrs training

10 yearsCloud CRM

1000+ man-years of deployment

CX Enablement's

Self ServicePlatform

Social Channels

Email Integration

TelephonyIntegration

MobileIntegration

Specializations

Authored Book on CRM On Demand3 apps on ORCL Market Place

Accreditations

Solutions

Configure Price Quote

Marketing Cloud

Sales Cloud

Services Cloud

Social Cloud

Policy Automation

Oracle Sales CloudOracle Service CloudEducation & ResearchFinancial ServicesOracle Validated IntegrationComputer Telephony

ISO 270001 REGISTERED

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Data Management Services© Copyright 2014 CRMIT. All rights reserved.

www.crmit.com

Our Cloud Offerings

Cloud based Customer Experience (CX) Solutions

Portfolio

`

RightNow Email Workbench

Social CRM

Mobile CRM

CRM On Demand

Sales & Marketing Services Applications

SSP

Cloud IntegrationService Offerings

CX/CRM Consulting

Health Check & Wellness Plans

CTISales Cloud

Eloqua

SRM

Managed Marketing Data Management & Business Analytics

Independent Testing & Validation

User Adoption Training

CPQ

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Data Management Services© Copyright 2014 CRMIT. All rights reserved.

www.crmit.com

CX Extensions

Oracle® CRM ON Demand / Oracle® Sales Cloud/RightNow CX Cloud

Framework

Email Workbench

Social CRM

Computer TelephonyIntegration

Self ServicePortal

MobileCRM

Enabling rapid deployment and enhanced customer experience

4000+ users in sales, marketing, service & support organizations

Oracle® Cloud Private Cloud @Customer

Quote Management

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Data Management Services© Copyright 2014 CRMIT. All rights reserved.

www.crmit.com

Customer Activity – Global insightOnly 35% bother to

Cleanse the data

Only 4% of companies have

an enterprise-wide customer information plan

21% drive contact strategies

outside the CRM despite a CRM

41% do not record customer

contact, let alone contact customers

33% of customer

contacts are incorrect or unstructured

30% follow-up a

complaint to check on satisfactory resolution

63% do not know

how many high value customers they lose

Source: QCI/WPP Customer Management Research project 2011

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Data Management Services© Copyright 2014 CRMIT. All rights reserved.

www.crmit.com

Reasons?• Improper CRM adoption• Duplicate / incorrect data• Rapid business / contact

changes• Rigid Interface / Poor Integration

& customization• Missing interface with peripheral

systems• Limited marketing automations

Data Management Services

Solution Offerings

Data Prospecting & Validation

CRM++ Applications

Integration & Customization

Managed Marketing Services

Implementation & Migration

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Data Management Services© Copyright 2014 CRMIT. All rights reserved.

www.crmit.com

Data Management Services

Keep customer data secure and standardize with organization data policy to observe the highest levels of privacy and compliance.

Make intelligent connections from both traditional and new sources of data including social media viz. OneSource, Insights, Forrester, Factiva, LinkedIn, Twitter, Facebook, etc

Identify incomplete,

duplicate, an obsolete

records, enrich it with

appropriate fields

Link(P)Iden

tify

(I)

turn disparate information into meaningful insights. Data Prospecting & Validation

Iden

tify

(I)Link(P)

Organize(R)

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Data Management Services© Copyright 2014 CRMIT. All rights reserved.

www.crmit.com

Identify• Define CRM contact / account related important fields

that needs to be cleansed • Identity missing information and append wrong

/misspelled data• Deletion of pre-defined data• Export data back to your CRM

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Data Management Services© Copyright 2014 CRMIT. All rights reserved.

www.crmit.com

Data Prospecting & Validation• Data cleansing, scrubbing, verification, de-duplication &

formatting• Mailing list segmentation /demographics• Email, URL & Phone number append• NAICS code append / SIC code append• Verify contacts, email id and addresses through e-search• Verify all web information through phone calls

Page 10: CRM Data Management Services

Data Management Services© Copyright 2014 CRMIT. All rights reserved.

www.crmit.com

Organize & Analyze

• Standardize data format with Organizational policy on data standards

• Stringent quality checks at data source – monitor & report drop in data quality

• Analytics & business intelligence

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Data Management Services© Copyright 2014 CRMIT. All rights reserved.

www.crmit.com

Enabling Customer Excellence

Best Customer Relationship Management Program Award

Best SaaS-Based Program Award

National Award

for E-

governance2007-08 2012 Winner

2014

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Data Management Services© Copyright 2014 CRMIT. All rights reserved.

www.crmit.com

+91 (80) 4292 5555

Reach usAmericas

1525 McCarthy BlvdSuite 1000,Milpitas, CA 95035USA

3379 Peachtree Road NE (Buckhead), Suite 555, Atlanta, GA USA

Australia & N Zealand

Suite 19, 103 George StreetParramatta, NSW 2150Australia

Japan

2-21-7-703 Kiba, Koto- Ku, Tokyo 135-0042, Japan

Malaysia

B-5-8 PlazaMont Kiara 50480Kuala Lumpur, Malaysia

+603 2726 2759+81 3 5809 8444

+1 (678) 447 1371 +1 (404) 736 2341 +61 2 9186 2550

Middle East

# 14, CRMIT Towers, BTM Layout 1st Stage, 100 Ft Ring Road, Bangalore 560068. India

Salahuddin Ayubi Road ,Riyadh,Kingdom of Saudi Arabia

EMEA

Talbot House, 204-226, Imperial Drive, Rayners Lane, Harrow HA2 7HH London

+  44 20 8872 4127 

Rest of Asia

Deployment base spread over 25+ countries