Data Migration and Data Import

Add external data to your CRM system, improve data quality or extract data for marketing or sales operations.

The most sophisticated CRM software is only useful if the data is fit for purpose, complete and accurate. We meet many organisations whose data or data processes just don't match up to their needs, for example...

• businesses that wish to run e-mail campaigns but lack e-mail address data for most of their customers
• sales people tasked with selling upgrades who can't see what the customer previously bought
• marketing executives that run data cleaning projects but rarely manage to import the changes into their CRM system
• the sales person arriving at the customer's office unaware that she's waiting for resolution of a niggling fault
• the service call desk operator who can't see whether the complaining customer is entitled to 24-hour cover
• the marketing specialist who retypes enquiries received at events or over the web.

Insert data into the CRM system or view external data in a window

We help with data extraction, manipulation and loading. In many cases, field sales executives with just the CRM application running on their PCs can see their customers' transaction history which can be refreshed as often as necessary.
Alternatively we can help you to view real-time transactional data that is stored in an accounting or other database in a window of the CRM system.

Data matching

All data migration and windowing operations rely on a match between the source and target data. Ideally a field (eg, customer account no) in the CRM system exactly matches a field in the accounting or field service system. However, this is only rarely achieved in practice.
As a second best we force matching by searching for fields that can be made to match, for example, by using post codes, telephone numbers, or combinations of those with company names. Alternatively by using advanced automated techniques like 'fuzzy matching'.

Improve customer service.

The customer expects your sales and service team to be aware of all his contacts and transactions with your organisation. Most organisations struggle to achieve this expectation.

We help organisations to...

• migrate data from one system to another
• view external data in a window
• deliver data files to marketing agencies
• reintegrate externally cleaned data
• tag members of campaigns
• enhance data in the CRM system from acquired databases
• integrate databases of different companies or divisions
• automatically import new web or other enquiries.

If you are interested in more information about the topic covered here or wish to receive a FREE Customer Intelligence audit please get in touch. You can call +44 (0) 1628 629576 or click here to send an e-mail.

Technical keywords

We employ several technical products and technologies to move and view external data including
Inaport (Inaplex Ltd)
GoldBox
DbNetGrid
Fuzzy matching