Every customer interaction depends on easy access to trusted, complete customer data. Doing so is much easier said than done: Gartner reported poor data quality is the primary reason why over 40% of all CRM business initiatives fail to meet their goals. A survey by Royal Mail Data Services (UK) found that stale, low quality customer data reduces annual revenue by nearly 6%.

Trillium Quality for Microsoft Dynamics CRM helps you maximize the success of your customer engagement efforts by improving and maintaining the quality of your CRM data for a true single view of the customer.

Built using the Microsoft Dynamics plug-in architecture, Trillium for Dynamics CRM provides advanced data quality processing exactly where and when it is needed, ensuring new records are compared and matched with existing records prior to data entry or bulk import.

Serving the data quality needs of end users, data stewards and administrators alike, Trillium for Dynamics CRM enables organizations to cleanse, match, evaluate, de-duplicate and merge customer data against a wide array of configurable out-of-the-box quality rules.

Trillium Quality for Microsoft Dynamics CRM enables your organizations to successfully engage and acquire customers, as well as build customer loyalty and wallet share, by establishing complete, accurate and unified CRM records in less than 30 days.

With Trillium Quality for Microsoft Dynamics CRM, you can:

Clean up your data for a fresh start.

Achieve a cleansed starting point for your existing CRM data

Apply data quality to user entry in real time.

Alert end users of lead and contact matches detected upon data entry

Evaluate new data for matches prior to bulk import.

New Lead Analysis tool evaluates new data sources, such as trade show leads, for potential matches to existing records

Key Features

  • Validate and standardize global names and addresses; validate email addresses and phone numbers, in real time and in batch mode
  • Detect duplicate data across entities (e.g., leads and contacts) using advanced matching algorithms and transitive logic that spans multiple fields within a record and across multiple records
  • Merge duplicates interactively, either giving control to administrators or end-users, or executed automatically
  • Analyze and review out-of-the-box reports with CRM data quality metrics and links to underlying records

Learn More

Datasheet: Trillium for Microsoft Dynamics CRM

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eBook: Supercharge Your CRM with Built-In Data Quality

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TDWI Checklist Report: New Data Practices for a Single Customer View

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