Master Data Platform Onboard Companies
Company Info Fast and Flawless into CRM
It is in the best interest of everyone who's involved that customer data is entered correctly into CRM.
Research shows that manual data entry is what bothers Sales professionals the most in their job. 64% looses at least half an hour of their valuable time entering company info every single day. It is time consuming, error-sensitive and annoying work.
With our Onboard Companies module you can enter new companies fast, easy and flawless into Microsoft Dynamics, Salesforce or your own CRM system. The entered information is automatically validated by external data sources and your customer database. Therefore you increase the efficiency of your employees.
"You decrease time onboarding data, increase data quality and save money!"
Depending on your wishes you can use either local or international sources for searching. When the right company or address is found, you select it. The related information is then immediately converted to the preferred notation and imported into your CRM.
Up to 90% faster entry of addresses
- Quick and fault tolerant search with minimal information;
- Realtime duplication detection;
- Entry per record or in batch;
- Worldwide address validation via Informatica.
Flawless entry of company information
- The possibility of verifying company info via external sources, such as Dun & Bradstreet;
- Certainly know that an organisation exists;
- Manual data entry of company information belongs to the past!
Customer info always up-to-date
- Changes will be automatically processed by the Maintenance module;
- Decrease in hidden costs due to less manual intervention;
- This advanced automation leads to faster turnaround times and improved service levels.
CRM information continues to be relevant
Thanks to our API links your CRM features a 360 degree customer profile via the Olbico platform. Future data sources are easily integrated.
Do you have a specific wish or idea? Please let us know!
Uniform and validated information in your CRM
Our Onboard companies module ensures that all information and addresses are saved and listed according to the appropriate notation in your CRM. No more manual data entry, enjoy the improved functionality!
Interested in how the Onboard companies module makes your job easier? We gladly show you our solutions in a live demonstration.Contact us