Single Customer View
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How to create a Single Customer View approach to your data.
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Single Customer View
- 1. When Your Data Has To Be Absolutely, Positively Accurate Single Customer View How to Create a Single Customer View
- 2. When Your Data Has To Be Absolutely, Positively Accurate Bringing It Together Name: Company: Email: Tel: Nicolas Green Acme n.green@acme.com +44 (0) 20 8907 1234 Name: Company: Email: Nicolas J Green Acme Ltd n.green@acme.com Name: Company: Email: Job Title: Nicolas Green Acme Limited EVP Sales Nicolas J Green Acme Ltd n.green@acme.com +44 (0) 20 8907 1234 EVP Sales Name: Company: Email: Tel: Job Title: System 1: CRM System 2: PMS System 3: Finance Single View
- 3. When Your Data Has To Be Absolutely, Positively Accurate What Do You Get With Single Customer View A Single View Gives You: Accurate Reporting Accurate Business Intelligence Better Sales Management Efficient Marketing Enables Segmentation Lower Costs Through Single Platform
- 4. When Your Data Has To Be Absolutely, Positively Accurate 6 Steps To Single Customer View Standardisation Cleansing Duplicate Search Master Record Merging Enrichment Place All Data in the Right Places Cleanse Thoroughly Search for Duplicates Choose Your Master Wisely Maximise the Merging Process Add More Data Intelligence CRM Finance Single View ….. Step 1 Step 2 Step 3 Step 4 Step 5 Step 6
- 5. When Your Data Has To Be Absolutely, Positively Accurate Step 1: Standardisation Place All Data in the Right Places Resolving Incorrect Data Placing Title First Name mr david glimore Surname Gilmore (020 7899 0330) Telephone dave_gilmore@acme.com Email Mr David Gilmore 020 7899 0330 dave_gilmore@acme.com Resolving Split Data Address Line 1 1 Donnington Town Road, Harrow County Middx, HA3 Postcode ONB 1 Donnington Road Harrow Middlesex HA3 ONB Oxford St. Oxford Street Acme Ltd Acme Limited GB Great Britain Expanding Data
- 6. When Your Data Has To Be Absolutely, Positively Accurate Step 2: Cleansing Cleanse Thoroughly Mark O’driscol 12 Maybury Ct Neptune Road Harrow Middlesex HA1 mrs mrk@acme.co.u A B C Company Ltd (The) Mark O’Driscol 12 Maybury Court Neptune Road HARROW Middlesex HA1 4YL Mr mark@acme.co.uk The ABC Company Limited Gender Correction Surname Casing Business Name Format Address Correction Email Correction Original Record Improved Record
- 7. When Your Data Has To Be Absolutely, Positively Accurate Step 3: Duplicate Search Finding Duplicates Accurate and Quickly Ernst & Young Accounting 872101-Pro Theodore Helmsman Database Mgr. Theo.Helsman@E&Y.com E&Y accounting 872101-Pro Thoedore Helmmsman DB Manager T.Helsman@EY.com Acronym Match Case Match Exact Match Abbreviation Match Incomplete Match Fuzzy Match Phonetic Match B2CB2B M O’driscol 12 Maybury Court Neptnue Road Harrow Middlesex HA14YL Mark O’Driscol 12 Maybury Court neptune road Harow Middx ha1 4yl Acronym Match Case Match Exact Match Abbreviation Match Spacing Match Fuzzy Match Phonetic Match
- 8. When Your Data Has To Be Absolutely, Positively Accurate Step 4 & 5: Master Record Choose Your Master Wisely Mark O’Driscol 12 Maybury Court Neptune Road HARROW Middlesex HA1 4YL M O’driscol 12 Maybury Court Neptnue Road Harrow Middlesex HA14YL MARK O’Driscol 12 Maybury Court neptune road Harow Middx ha1 4yl Duplicates: Building a Master Record: Acronym Match Name Case Case Match Name Case Exact Match Title Case Fuzzy Case Match Title Case Phonetic Match Upper Case Abbreviation Match Sentence Case Space Match Upper Case Automatic Merging ‘Master Record’ ‘Master Record’
- 9. When Your Data Has To Be Absolutely, Positively Accurate Step 6: Enrichment Adding Data Intelligence Mark O’Driscoll 12 Maybury Court Neptune Road Harrow Middlesex HA1 4YL Mr mark@acme.co.uk A B C Company Ltd (The) Enriched B2B Record Limited CompanyLegal Entity: Status: Trading Revenue: £2,500.000 Sarah Fitz-Patrick Rose Cottage 16 London Road Streatham London SW16 5AB Mrs sarah2468@hotmail.com 020 8764 8455 Enriched B2C Record 4th Jan 1980Date of Birth: Electoral Reg. True Income Bracket: £40,000 - £60,000
- 10. When Your Data Has To Be Absolutely, Positively Accurate Single Customer View Live Chat Call Us +44 844 800 8837 Email Us info@acuate.com Have Acuate Call You acuate.com Talk To Us Now acuate.com Business Benefits are Plentiful When Single Customer Views are Available. Use This 6-Step Approach.