Maintaining an accurate B2B database is difficult as organisations change over time. To market from your CRM system the data it contains has to accurate, if it's not at best you've wasted money at worst you've made your organisation look  unprofessional. How do you ensure you've always got the correct details stored?

Calling through every contact in your CRM database regularly is an overhead many businesses cannot afford.  The purchase of data from a third party offers an opportunity to get 'fresh' data just before starting a campaign.  However, as with internally captured data this quickly becomes out-of-date and so many data providers offer data 'refreshes'.

Maintaining correct data in your CRM system is difficult at the best of times, particularly when trying to integrate third party data.

• How do you 'update' records rather than creating duplicates?
• What about records that your sales staff are actively engaged with? Do you want those updated?
• How do you notice let alone remove the 'gone aways'

NetFinder CRM Sync retrieves data directory from the United Kingdom's leading database - Rhetorik's NetFinder.

Features

1. Refresh your CRM with up-to-date data as often as you like
2. Address, Telephone, Email and other contact details as well as detailed technical information. See full field listing [pdf]
3. Be assured that when your sales staff go to call a contact that that contact has been recently verified by your data provider.
4. Configurable  reports delivered via email so that you can see what has been updated with each refresh
5. Know the value you are getting from your data subscription
6. Choose update precedence rules on a per-field basis i.e. always accept the employees quantity figure from Rhetorik over a locally input value.

Availabilty

ProvenWorks NetFinder CRM Sync is currently available for Microsoft Dynamics CRM 4.0 and will be shortly available for Salesforce.com. Please contact us for more information or pricing.

If you receive data regularly from other sources contact us to discuss how we can help by building on our current products to quickly provide you with a synchronisation solution