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Trillium Software Data Quality for Microsoft Dynamics CRM - MVP Event
 

Trillium Software Data Quality for Microsoft Dynamics CRM - MVP Event

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Trillium Software enables you to deliver a complete understanding of total customer value and total household value across leads, contacts, accounts, products, and divisions through its robust data ...

Trillium Software enables you to deliver a complete understanding of total customer value and total household value across leads, contacts, accounts, products, and divisions through its robust data quality plug-in for Microsoft Dynamics CRM.

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    Trillium Software Data Quality for Microsoft Dynamics CRM - MVP Event Trillium Software Data Quality for Microsoft Dynamics CRM - MVP Event Presentation Transcript

    • Be Certain. Be Trillium Certain. © Copyright 2011, Trillium Software, Inc. All rights reserved. Trillium Software Data Quality for Microsoft Dynamics CRM The Value of using Data Quality tools: Maximize your Microsoft Dynamics CRM Environment
    • Agenda – Microsoft CRM MVP Session  Introductions  Steve Shissler, Director, Alliances Sales Engineering  steven_shissler@trilliumsoftware.com  Dave Pietropaolo, V.P. Global Alliances  davep@trilliumsoftware.com  Trillium Software Overview  Data Quality Plug-in Solution Overview  Demonstration © Copyright 2011, Trillium Software, Inc. All rights reserved.2
    • ..with deep data quality expertise • CRM, CDI & MDM • Single Customer view • Vertical applications • Business Intelligence About Trillium Software Best in class, proven technology leader… • Gartner • 2012 Magic Quadrant: Leader • Rated as leader for over 10 years • Forrester • Forrester Wave – Leader • Current Analysis: Very threatening to competition • Bloor Research (UK): • Best in Class Trillium is a global provider and innovator of data quality solutions • A business unit of Harte-Hanks (HHS-NYSE) with $1+B revenue & 6000 employees worldwide • Over 2 decades in business with specific focus on data quality solutions market • Solution platform (technology + domain expertise) addresses business critical data quality requirements • Our objective - “To enable our clients to develop data refinement programs that support on-going improvements in business performance”
    • © Copyright 2011, Trillium Software, Inc. All rights reserved. • Recognized leader - Gartner Magic Quadrant & Forrester Wave • Oracle compete Courted by Microsoft • Best in class solution for enterprise data quality • CRM Orion TAP Beta Participant Used by Microsoft internally • “We are pleased to be working with Trillium Software to deliver strong value to current customers while enabling expansion into new growth markets.” - Mark Albrecht, Microsoft Dynamics Director, ISV Strategy Managed in “Top 200 ISVs” • Accurate data increase adoption rate of CRM & other Microsoft technologies • Proven Enterprise Data Quality Technology Complimentary Technology • 30+ Years experience in data management • Over 2,000 implementation around the globeExpertise Microsoft Partnership
    • Trillium Software Traditional Value Propositions and Markets  CRM; Customer Information Mgt. Systems  ERP & Supply Chain  Sales and Marketing Applications  Business Intelligence and Data Warehousing  Multi-Domain Master Data Management  e-commerce and web services apps  Targeted Vertical Solutions  Wealth Management  Physician Spend  Fraud Detection  Anti-money Laundering  Regulatory Data Assurance  FATCA, Basel, Solvency,  Claims Data Management  CCAR Stress Testing Enterprise Data Quality Solutions for:
    • Data Quality Value to CRM Incorporating Data Quality Programs with CRM:  Deliver a complete understanding of total customer value and total household value across accounts, products, and divisions  Reduce risks and errors in data consolidation and data migration for a CRM package through data discovery and integrated cleansing  Resolve customer data anomalies before they enter operational systems and impact relationship management decisions  Form the basis for accurate analytics, reporting, forecasting, profiling, scoring, segmenting, and targeting  Enforce your definition of customer, prospect, household, contact, etc. and how that information is to be recorded and reflected within your organization, sales, marketing services, etc.
    • Multiple Names Mixed Business and Personal Names Lack of Standardization Misfielded Information Free-format Text Missing DataUnique Customer View Complete View of Customer Many companies underestimate how many ways unprotected data is devaluated. Classic Data Quality Issues
    • © Copyright 2011, Trillium Software, Inc. All rights reserved. TS Quality Cleansing and Linking
    • Why Tackle Data Quality Along With CRM?  Because Data Quality degrades due to normal, everyday CRM business processes  Real-time data entry by diverse sets of users  Different departments and channels have different data needs and standards  Integration with other applications and systems, e.g. ERP  Mergers/Acquisition require CRM integration  List imports/external data  Reference data feeds
    • Functional Example: Jim R Peterson Bainbridge Financial 750 6th Avenue, Suite 250 Manhattan, NY jrpeterson@bainbridge.com Contact First M Last Jim (James) R Peterson Account Bainbridge Financial Address 750 Avenue of the America’s Secondary Address Suite 250 City, State Zip+4 New York, NY 10015-0012 E-mail Address jrpeterson@bainbridge.com Existing Contact James Peterson Bainbridge Financial 750 Avenue of the America’s Manhattan, NY Existing Lead Jim Peterson jrpeterson@bainbridge.com Inbound Lead Cleansed Lead Lead to Leads Match Lead to Contacts Match
    • Country Specific Examples 220+ Countries Robust Single-byte 43 Countries Standard Multi-byte 3 Countries Robust Double-byte 4 Countries Basic Single-byte 182 Countries Ms Susan Peterson 61 railroad road suite 61 hamilton,mass Ms. Susan Peterson Ste 61 61 Railroad Ave South Hamilton, MA 01982-2218 Budi Agung Panjang 28 Kedoya Jakarta Barat 11560 Mr. Budi Agung JL. PANJANG NO. 28 KEDOYA JAKARTA BARAT 11560 INDONESIA 埼玉 さいたま 浦和区 常盤 1-9-20 スカイコート 405 田中 太郎 330-9586 埼玉県 さいたま市 浦和区 常盤 1-9-20 スカイコート 405号 田中 太郎 JAPAN Dimitris Pavlopoulos Stadiou 40 10564 Athens Mr. Dimitris Pavlopoulos Stadiou Street 40 105 64 ATHENS GREECE Input Input Input Input Output Output Output Output
    • Data Quality Management When & Where BILLING Data Quality Processes Applied to: 1. New CRM Implementations • Data Migration and Conversions • Initial Cleanse 2. Existing CRM Implementations with Data Challenges • Data Assessments & Analysis • Initial Cleanse • Integrated within the CRM application 3. Integrated within the CRM Application • DQ processes embedded as filters within batch and real-time CRM processes CUSTOMER DATA Dynamics CRM Cleanse & Migrate CUSTOMER DATA CUSTOMER DATA
    • Data Quality Management When, Where & Why CUSTOMER DATABASES Before Conversion CRM BILLING SYSTEM - Data Discovery - Data Assessment - Data Defined for Purposes - Sales - Marketing - Service - Business Rule Definition - Source Mapping Defined - Impact Analysis During Conversion Post Conversion - Data Migration - Data Mapping - Cleanse Sources - Apply Standardization Rules - Data Enrichment - Match, Link & Deduplication - Test, Measure & Confirm - Establish Data Foundation - Leverage Integrated DQ - Integrated Real-time & Batch - Cleansing - Enrichment - Matching/Deduplication - Monitor & Measure Metrics - Implement Stewardship function - Establish Governance Make CRM valuable to users by delivering information fit for purpose!!
    • Data Quality Implementation Stages Profiling Engagement Identification Data Migration • CRM Deployments • Initial Conversions • Instance Consolidation Batch Cleanse/MatchProfiling Real-time Data Quality Data Monitoring Real-time Cleansing Matching Deduplication • DQ Plug-ins Integrated with CRM • Real-time and Batch Processes • Partner collaboration • MDM & CDI Support Iterate • Assess, Scope and Prepare • Initial Data Migration • Data Quality Integration • Business Rule Development • Integrated DQ Processes •Ongoing Data Quality Management DQ is never a one-time event
    • Trillium Software Solution for Dynamics CRM What’s in the Box?  Global business rules for cleansing customer data  Global address validation  Advanced Fuzzy Matching to identify duplicates  For use with: accounts, leads, contacts, customer address and custom entities  Real-time, “In-Page” cleansing & matching  Bulk processing facilities for larger volumes  Cleanse and Match on Import  Cleanse and Match within database  Cross Entity Matching Lead to Contact and Lead to Account  Auto Merging of “high” confidence matches  Data Quality Reporting and Metrics  Leverages Dynamics CRM’s:  Duplicate Detection Functionality and Screens  Merge Capability
    • © Copyright 2011, Trillium Software, Inc. All rights reserved. Solution Architecture
    • Come Meet the Trillium Team!  Microsoft Dynamics US Partner & Field FY14 Kick Off  Denver August 27-29  CRMUG Florida Chapter: September 2013 – Presenter  CRMUG Summit: October 2013, Orlando – Gold Sponsor  eXtreme CRM: November 2013, Anaheim – Sponsor Other:  CRMUG Special Interest Group: Webinar Host  Avoiding Data Quality Pain – August 6th  Future of Duplicate Data Customer Data Quality – September 17th  Data Quality and Customer Marketing: Improve Results – November 5th  Year round Regional US and EMEA CRMUG events participation and sponsorship  Annual Convergence and WPC sponsors and participants © Copyright 2011, Trillium Software, Inc. All rights reserved.17
    • Contact s and Links  Kathleen Perkins, Microsoft Global Alliance Director  kathleen_perkins@trilliumsoftware.com  Steve Shissler, Director, Alliances Sales Engineering  steven_shissler@trilliumsoftware.com  Dave Pietropaolo, V.P. Global Alliances  davep@trilliumsoftware.com  Trillium Software Microsoft Dynamics CRM Resources/Demo  http://www.trilliumsoftware.com/microsoft-crm/  Trillium Software Leader is Gartner Magic Quadrant  http://www.trilliumsoftware.com/home/news/press-release.aspx?id=9019  Trillium Software in CRMUG Magazine  http://www.dynamiccommunities.com/magazine/crmug/spring2013.pdf © Copyright 2011, Trillium Software, Inc. All rights reserved.18
    • Thank you MVPs! The Trillium Data Quality Team Questions?? © Copyright 2011, Trillium Software, Inc. All rights reserved.19