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: 2013, 215, 2016, Online, & 365.
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Clean Suite Capabilities

Clean Suite for Salesforce & Dynamics CRM - Global Address Autocomplete

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.

Clean Suite for Salesforce & Dynamics CRM - Global Address Verification

Global Address Verification

Verify, correct & standardize addresses to local postal formats for over 240 countries to ensure deliverability.


Clean Suite for Salesforce & Dynamics CRM - Global Phone Verification

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.

Clean Suite for Salesforce & Dynamics CRM - Global Email Verification

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.

Clean Suite for Salesforce & Dynamics CRM - Complete U.S. Data Quality

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.

Clean Suite for Salesforce & Dynamics CRM - Duplicate Check

Duplicate Check

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.

Clean Suite for Salesforce & Dynamics CRM - Change of Address

Change of Address

Update the addresses of U.S. & Canadian customers that have moved to reduce waste & costs associated with returns, qualify mailings for postal discounts, & keep customer communications viable.

Clean Suite for Salesforce & Dynamics CRM - Business Firmographics

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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Helpful Resources

Video

Microsoft CRM Video

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Data Sheet

Microsoft CRM Data Sheet

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