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Olbico Master Data Platform for Microsoft Dynamics

Discover the five most used features of Olbico Master Data Platform for Microsoft Dynamics.

1 Enter customer data quickly and error-free

Entering customer data in Microsoft Dynamics takes time, is error-prone and how do you know for sure that the data you enter is up-to-date? Data Entry solves these problems in one go. Data Entry is the solution to enter complete, error-free and enriched customer data in Microsoft Dynamics in just a few clicks.

The benefits of Data Entry for customers:

  • Entering customer data (much) faster in CRM;
  • No errors means reliable information;
  • The entire organization enjoys uniform customer data in Microsoft Dynamics.

2 Enter companies quickly and error-free

Data Entry is also there for companies. Type something about the company you want to add – such as the name, address, VAT number or any business information – and select the company you are looking for.

The benefits of Data Entry for companies:

  • Enter companies (much) faster in Microsoft Dynamics;
  • No errors means reliable information;
  • Clearly distinguish business entities in CRM.

3 Never create duplicate accounts again

The Duplication Check checks every data entry in Microsoft Dynamics for existing information. On multiple levels, like the company name, addresses or registration numbers. If existing data is entered in Microsoft Dynamics, a message appears.

The benefits of Duplication Check:

  • No more duplicate accounts in your CRM;
  • Better view of every account;
  • Maintains data quality automated.

4 Certainty of up-to-date business information

Your Microsoft Dynamics contain your prospects, leads and customers. But in business, developments are always happening. Like takeovers, name changes, some companies might go bankrupt where others can face financial difficulties. Manually updating this data in your CRM is a daily task. Monitoring monitors your Microsoft Dynamics data 24 hours a day. If something happens at your prospect, lead or customer, this is immediately updated in your Microsoft Dynamics.

Below you can see an example of this monitoring function. Because this function is constantly looking for up-to-date and reliable company information and keeps it in your CRM, it is possible that the credit score of a sought-after company has also changed. This is crucial information for your business:

Benefits

  • Never update CRM manually;
  • The certainty of current business information;
  • Turn on notifications and create sales opportunities.

5 Automatically convert incoming leads to enriched leads in Microsoft Dynamics

Web To Lead automatically turns a completed webform into an enriched lead in your Microsoft Dynamics. This means you’ll get a 360-degree view of every incoming lead, giving you the advantage to optimize your communication to give your lead the best customer experience.

The benefits of automatic account creation:

  • Never check leads manually again;
  • Process leads faster and better;
  • Get a complete customer view.

Book a demo with one of our product specialists. Pick a day and time yourself.

Book a demo with one of our product specialists. Pick a day and time yourself.

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