Drive revenue performance with integrated data solutions
Improve CRM health, unify customer records. All starting with clean data.
There’s no doubt that a rich, accurate database, filled with reliable and up-to-date information on your customers and prospects, increases productivity and efficiencies across all teams. But when dashboards and visualizations are also delivered straight to your CRM, you’re in control to actively monitor your CRM with clear visibility into how your CRM data hygiene is improving over time.
With a unified view of your customer data and insights into your data hygiene, you can confidently make decisions that drive revenue and improve operational effectiveness.
Clean and enrich your CRM with an integrated solution
- Keep your CRM data up to date with our CRM data cleansing solution.
- Clean and append accounts, contacts, and leads in your CRM
- Unify customer data with standardized and up-to-date information
- Evaluate sales performance with accurate territory assignments
- Automatically keep your CRM records current
- Have precise control in governing how, when, and where your data flows
Pro Tip
Many of our customers choose to deep clean their data before implementing InsideView Data Integrity to improve match rates. Data Clean & Activate Service can jump start your data management program.
Enhance business processes to drive faster revenue growth
Enable smoother workflows throughout the lead-to-revenue cycle.
- Automate account hierarchies (or family tree linkages)
- Score and route leads appropriately with configurable lead-to-account mapping
- Discover new revenue opportunities within ecosystems
- Run email validations for all your CRM contacts
Measure the revenue impact of cleaner, more complete data
Visualize and monitor CRM data hygiene to improve operational effectiveness
Gain actionable insights into the ongoing health of your CRM.
- View matched and updated records through interactive trend graphs
- Monitor and measure data health with at-a-glance comparisons over time
- Access dashboards that include insights into how data quality is improving
- Easily understand and identify duplicates, out of business companies, past employments, and more
Features
Data coverage spanning 19M companies and 90M decision-makers
Update your account, contact, and lead records with 80+ fields of information
Data integrates seamlessly with Salesforce and Microsoft Dynamics
Automate family tree linking and lead-to-account mapping
Enhanced AI-powered matching that enables higher match rates, accuracy, and flexibility in match logic
Control which records are managed, fields updated, and frequency of updates
Manage all or a segment of your records, and assign rules that control the update behavior
Run email validations on all your CRM contacts and leads
Interactive trend graphs with matched and updated records
Dashboards that include insights such as number of family tree linkages, duplicates, past employments, lead-to-account mapping, and more
Visual comparisons to show data health over adjustable time periods
ISO-security certified
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Resources
INFOGRAPHIC
5 Steps to Improving Data Integrity
REPORT
Data Strategy Implementation Process
