CRM-integrated data management
Data management covers all aspects of data processing: from collecting customer data to data integration and data analysis. A central aspect of this is data quality management (DQM), which ensures that your data is always correct, up-to-date and optimized in terms of data consistency.
Advantages of CRM integration
Personalization
Maintained customer data enables precise target group segmentation and effective marketing campaigns that are tailored to the individual needs and preferences of customers.
Productivity
The automation of workflows through CRM integration saves time and resources by minimizing manual processes.
Data quality
Regular updating and validation of B2B data in CRM ensures high data integrity and data consistency.
Customer service
Thanks to the up-to-dateness and completeness of the data in the CRM system, companies can respond to customer inquiries in a targeted and solution-oriented manner, as more information provides a deeper understanding of customer needs.
Customer loyalty
The customer service, which is geared towards the customer thanks to very good customer knowledge, ensures a stronger emotional bond, which leads to long-term relationships and greater customer loyalty.
Update addresses directly in CRM
Our 360° solution is neither data management software nor data acquisition software. These are data management services via an interface. This means that your B2B data is cleansed, enriched and maintained directly in your own CRM system.
Single update on call
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Regular updating of the complete database
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Quick and easy address entry
Instead of having to enter the complete address, the beDirect reference database provides a list of suggestions after just a few characters have been entered. Your employees can select the address they are looking for from this suggestion list and transfer it with all the required additional information without duplicates. The search is error-tolerant, so that the address searched for is also suggested if the few characters contain typing errors.
Duplicate-free new creation
Fault-tolerant new installation
Optional services to complete the CRM integration
Of course, you can limit your data quality measures to new additions to your database. Experience has shown, however, that this causes irritation and additional work during campaigns, as existing data and new additions have different quality and information statuses and can therefore be used differently. It is easier to clean up your database initially before CRM integration. After cleansing, all referenced customer data can be updated and analyses are possible for both existing and new customers.
After integration, we recommend obtaining the required new customer potential via our address store. We can set your account so that existing addresses are excluded and the output file contains the additional information defined in the integration solution. You can also update this potential from the outset in individual call-offs or monitoring.
Initial cleanup before integration
Analysis of strengths and weaknesses through a data audit for only 750 euros.
Referencing the database for regular updates.
Cleaning, updating and enrichment of the complete database.
Overlap-free potential
5.5 million B2B addresses from Germany and Austria
Company addresses and addresses of NGOs and authorities
Contact persons and decision-makers in certain functions
DQ solutions for other challenges
Current master data
Cleansing of duplicates, correction of incorrect addresses and enrichment with additional information, e.g. industry code.
Address verification
The user’s registration data is verified in real time during the ordering process.
Wash alignment
Quickly and easily check mailing files against 180 million B2B and B2C blocking data records before sending.
Regardless of which CRM software you use, we have an interface or application to your system.
Together with our technical partners, we offer you the flexibility to work with different CRM solutions. We make sure that you get the data management solution you need, regardless of your existing CRM infrastructure. Applications are available for SAP®, Salesforce CRM, Microsoft Dynamics and Cursor CRM.
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Welcome to our experience report on optimizing our sales processes with Microsoft Dynamics 365 Sales.
In a world where effective customer relationship management (CRM) determines business success, we have gathered valuable insights and proven strategies based on our own experiences implementing Microsoft Dynamics 365 Sales that we would like to share with you.
Our journey towards a more efficient, data-driven sales process has been both challenging and rewarding, and has taught us how essential the right tools and preparation are to the success of this project.
Field report
Our aim is to connect people and companies. The energy and efficiency of our team is evident in every interaction with our sales team. Together we create innovative and inspiring database solutions. We attach great importance to open dialog and transparent communication with our customers.
Project example
Concentrate on your core business instead of spending time and resources on maintaining and managing your customer data! Our CRM integration fits seamlessly into your system.
Advantages of our CRM integration
Consistently high data quality
Changes and updates to data directly in the CRM system
Access to high-quality industry-specific data
Data enrichment for a complete company profile
Capture correct company data at the touch of a button
Cross-selling potential through mapping interdependencies
Improve your data management!