crm data management

3 Helpful Tools for CRM Data Management

In a recent online user group, our experts discussed CRM data management tools and how they help organizations clean, maintain, and enrich their CRM data for better experiences. While the user group was specific to SugarCRM, several of the tools mentioned are applicable for other popular systems include Salesforce, Microsoft Dynamics, and HubSpot. Watch the 10-minute video for a deep overview or read below for some quick takeaways.

1. DQ Global

DQ Global is a data quality tool that helps users identify and remove duplicate data in their software. For example, if the CRM shows Bob Smith, Robert Smith, and Rob Smith as varying names for one contact, DQ Global will find this association and let the user define how they want to handle that scenario. Should these records be merged? How strict should the rules be set for dealing with this type of data? DQ Global will rank the likelihood of the match (Do the records match 85% or 95%?) and continually improve its suggestions to meet the parameters the user chooses.

Paired with a robust integration and migration tool like StarfishETL, DQ Global can go beyond a one-time data cleanup to periodically scan data on a weekly, monthly, or quarterly basis for continual data cleaning. DQ Global is compatible with SugarCRM, Marketo, Salesforce, Eloqua, Sage, Oracle, Microsoft Dynamics 365, HubSpot, and several other platforms.

2. AccuMail

AccuMail is a service that offers validation and standardization for maintaining correct mailing addresses and up-to-date changes of address. If your business requires accurate addresses for sending financial information, is a call center, or just likes to do marketing mailers, this tool could prove particularly useful! AccuMail works in collaboration with National Change of Address (NCOA) to validate that USPS standards are being met and information is accurately reflected according to the latest records for both U.S. and Canadian addresses.

Pair AccuMail with an integration tool like StarfishETL to establish a repeatable address cleaning process that automatically keeps your records accurately updated at the intervals you choose.

3. NeverBounce

Nothing is more obnoxious than trying to reach a group of people via email and discovering the addresses are incorrect or nonexistent. NeverBounce is an online list analysis program that not only scans your list to verify the emails are valid, but also attempts to contact the mail server to confirm the address exists. Paid packages give users access to more features and larger list uploads, but users can upload their first list for free to try out the system and judge the results.

Danine Pontarelli's picture
Danine Pontarelli
Director of Marketing

Danine is the Director of Marketing for Technology Advisors Inc. She spearheads TAI events, marketing campaigns, and social media efforts. Prior to her work at TAI, Danine was a copywriter in the B2B publishing industry. Her interests include blockbuster disaster movies, tank tops in an array of colors, used book stores, Clint Eastwood, and being surrounded by trees. 

Related Articles

March 21, 2019

Data stored in your CRM can be universally valuable across your organization. Accurate data points return ROI indicators, sales forecasts, engagement activity, and other insights that can be utilized to increase sales and improve targeting and customer service. But what happens when that data becomes unorganized, incorrect, or outdated? Now you’re swimming in a sea of misinformation. We asked our CRM experts for some tips to clean and maintain CRM account data. Here’s what they had to say:

November 1, 2018

If you’ve heard it once you’ve heard it a million times: Repeat customers are revenue drivers. They are advocates for your business. They recommend you to friends and colleagues. They spend more long term – 40% more by their sixth purchase and up to 80% more by their 8th purchase.  So naturally, you want to build the best relationship possible with them.