CRM Data Migration & Conversion
Fuel for your new CRM system often comes from data
from multiple disparate sources. This information
must be cleaned, standardized and consolidated before
it populates your new system – complex tasks performed
by Compulan experts. Through this process, your
organization gains an accurate consolidated view of
your customers across product lines and business lines.
Without smooth Data Migration & Conversion the
value of your new system is greatly diminished.
For example, the same customer or prospect might be
stored in multiple systems under different spelling
variations or “hidden” behind different
ID numbers. Is Robert B. Smith Jr. the same individual
as Bob Smith? One is stored under his social security
number and the other under an account number.
Their addresses are different because one system failed
to capture his latest move.
Compulan can match individuals to the highest degree
of statistical certainly and tag any ambiguous “matches”
for manual determination. Through matching and consolidation
of record information, your organization gains an accurate,
extensive picture of customers and prospects –
invaluable for effective CRM.
In addition to matching, Compulan can also identify
important information buried in a particular system’s
free-form field, and migrate that information into the
appropriate field of your new system. The
more accurate and broader the picture of your customers,
the better your ability to communicate with them, ultimately
improving customer retention, cross-selling and profitability.
Up-front planning ensures that the information fed
to your CRM software has the highest data quality.
Compulan improves the quality and reliability of your
information by reducing errors and consolidating redundant
records hidden by spelling variations, data-entry errors
and other anomalies. In an age when customers
expect you to know them, sending multiple messages to
the same person or spelling names incorrectly is bad
business. Data integrity enables your company
to gain a consolidated, yet broad picture of your customer
across departments and business units, helping you:
- Determine a customer’s
real and potential profitability, and
- Enable you to deliver pertinent
and germane messages and offers through the right
channel at the right time.
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