Clean Suite for Salesforce & Dynamics CRM
A Clean CRM is a Happy CRM
In this world of data-driven global business, it’s more important than ever to achieve a single, accurate view of your customers. Our Clean Suite for Salesforce & Microsoft Dynamics CRM will easily keep all your global People Data – name, address, phone, & email accurate & up-to-date. With clean data, you can maximize ROI from your CRM investments by ensuring your data enables you to provide a great customer experience. With Melissa, it’s easy to get on the road to a happy CRM.
- Autocomplete, verify & correct contacts before they enter the CRM
- Add valuable demographic & firmographic data for effective lead scoring, targeting & segmentation
- Keep contacts clean & up-to-date for improved sales follow up, & marketing initiatives
- Protect the quality of your customer data with real-time, point of entry data cleansing or batch processing
Salesforce Highlights
- Lightning Ready
- Support for all Standard Salesforce Objects (Contacts, Leads, Accounts) & Custom Objects
- Easily build individualized interfaces & verify data within custom templates
- Real-time & batch processing options
Dynamics CRM Highlights
- Seamless integration with all standard forms (Account, Competitor, Contact, Invoice, Lead, Order, & Quote)
- Real-time & batch processing options
- Support for the following versions of Dynamics CRM: Dynamics 365 Online version 9.0 and above.
Clean Suite Capabilities
Global Address Autocomplete
Quickly & accurately autocomplete U.S. & international addresses – reducing keystrokes by up to 50% while ensuring only valid, properly formatted data is applied to your records.
Global Address Verification
Verify, correct & standardize addresses to local postal formats for over 240 countries to ensure deliverability.
Global Phone Verification
Verify U.S. & international numbers, append useful geographic information associated with the phone number, & perform premium real-time checks to distinguish live numbers & phone types.
Global Email Verification
Validate & parse email addresses, correct common typographical errors, & standardize email addresses to improve deliverability & reduce spam. Features real-time email mailbox verification.
Complete U.S. Data Quality
Verify name, address, email & phone associated with a record, get the most up-to-date address, & enrich records with rooftop geocodes (lat/longs) & missing email, phone, address & demographic data.
Duplicate Check (Salesforce)
Check, find & prevent duplicate records & clean up duplicates that are already in your database. Utilizes fuzzy matching methods to find hard-to-detect duplicates caused by misspellings, typos, & different formatting.
Change of Address
Update the addresses of U.S. & Canadian customers that have moved to reduce waste & costs associated with returns, & keep customer communications viable.
Business Firmographics
Add company name, address, StockTicker, website info, phone numbers, SIC codes, employee size and more for over 25 million U.S. businesses to improve lead scoring & drive better informed decisions.
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