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Olbico Master Data Platform for Salesforce

Discover the five most used features of Olbico Master Data Platform for Salesforce

1 Enter customer data quickly and error-free

Entering customer data in Salesforce 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 Salesforce in a few clicks.

The benefits of Data Entry for customers:

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

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;
  • No errors means reliable information;
  • Distinguish business entities.

3 Never create duplicate accounts again

The Duplication check checks every entry in Salesforce for existing information. On multiple levels:

If existing data is entered in Salesforce, a message appears.

The benefits of Duplication Check:

  • Duplicate accounts will never be created in your CRM again;
  • Every account is the single version of truth;
  • The preservation of data quality is automated.

4 The certainty of up-to-date business information

Your prospects, leads and customers are in your Salesforce. There are a lot of developments in companies. They move, change names, are taken over, take over, grow, shrink and sometimes they go bankrupt. Manually updating this data in Salesforce is a daily task. Monitoring monitors the data in your Salesforce 24 hours a day. If something changes at your prospect, lead or customer, this is immediately adjusted in your Salesforce.

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 updates 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 leads to enriched, error-free Salesforce accounts

You already know Web To Lead from Salesforce. Olbico Master Data Platform enriches this service with data enrichment and the duplication check. Every completed form from your website is automatically converted into an account in Salesforce. It is checked for duplicates and automatically enriched with business information.

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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