CRM, ERP, eCommerce platforms and call center applications are powerful tools that can drive revenue and customer satisfaction – but if the data they rely on is filled with duplicate, inaccurate or incomplete data, they will come up short with your business users, customers and partners. View this webinar on-demand to learn how you to ensure your business applications are always working with the most accurate, up-to-date data to drive your sales, marketing, partner, loyalty and customer service programs. We’ll cover how to: • Seamlessly integrate robust data quality, global address validation and geocoding into virtually any business application • Get a single view of your customers by embedding the most powerful, flexible data quality right in Microsoft Dynamics or SAP (now with support for S/4HANA)

1. Drive ROI from Your Business
Applications With Embedded
Real-Time Data Quality
Harald Smith

2. Housekeeping
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3. Introducing
Syncsort
>7,000 customers
84 of the Fortune 100
Customers in >100 countries
Headquarters: Pearl River, NY
U . S . L O C AT I O N S
• Burlington, MA; Irvine, CA;
Oakbrook Terrace, IL; Rochester, MN
G L O B A L P R E S E N C E
• U.K., France, Germany, Netherlands,
Israel, Hong Kong & Japan
Optimize
Assure
Integrate

4. of customers expect a
customer service rep to know
their contact, product and
service information/history
of customers engage with
companies across three or
more channels
of customers have stopped
doing business with a brand
due to a poor customer
service experience
Data is
Essential to
Happy
Customers,
and Effective
Sales &
Marketing
72% 66%
56%
of executives are concerned
about the negative impact of
data and analytics on
corporate reputation
92%

5. 70%of people change at least one
item on their business cards
each year
7-10%of consumers and businesses
relocate every year
4%Up to
of all customer data becomes
stale on a monthly basis, for
an annual rate of 25-50%
Customer
Data Quality
is Highly
Perishable

6. Customer 360
Single view of the customer maximizes the potential
success of key initiatives designed to increase sales and
reduce churn, including:
• Targeted marketing campaigns
• Personalized customer engagement
• Up-sell/cross-sell initiatives
• Customer loyalty programs
Virtually every meaningful customer insight
requires a single view of the customer
Syncsort Confidential and Proprietary - do not copy or distribute6

7. Goals
• Improve customer service
• Tighten customer
relationships
• Boost revenue
• Raise customer satisfaction
• Increase sales and marketing
efficiency
• Gain competitive advantage
• Engage customers
Reality
• Apps assume high quality data
• Poor data quality is a primary
reason for 40% of all business
initiatives failing to achieve
their target*
• Common data problems:
• Incomplete data
• Duplicates
• Misspellings
• Data in wrong fields
• Inconsistent data formats
• Inconsistent field definitions
across sources
• Essential information buried in
free-form text fields
Business
Applications Drive
Collaboration &
Engagement – but
Rely on High
Quality Data
• eCommerce apps
• CRM
• ERP
• Call Center Apps, etc.
Syncsort Confidential and Proprietary - do not copy or distribute7

8. Evaluate and Resolve Data Quality Problems in Real Time for any application
Data Profiling
Gain a complete picture of your data before use
• Understand the data
• Analyze the data
• Find data quality problems
• Build and test data quality rules
Data Cleansing
Cleanse data in accordance with your predefined standards
• Data record enrichment
• Data cleansing and correction
• Duplicate identification
Syncsort Confidential and Proprietary - do not copy or distribute8
How embedded Data Quality Helps
Trillium Software
Includes Trillium Server Interface (TSI)
option for enabling real-time processing
Core Engine
Core Engine
Rules
CustomApplications
Cleanse
Cleanse
ClientRequests
C,Java,WebService,XMLover
HTTPS
Match
Match
Customer
Applications

9. • Virtually every organization has business applications, web
forms and analytics tools that need address/location data
• Complete and accurate address data is core to the business
objectives these applications support
• Many organizations also need to pinpoint exact locations
beyond a postal address – for risk analysis, analytics,
efficient deliveries, etc.
• Particularly for high-volume/high-productivity
environments, it’s essential to reduce the time
and effort to input the data – but greater speed
can lead to more mistakes
eCommerce, Call Centers,
Registration Pages and more
Syncsort Confidential and Proprietary - do not copy or distribute9

10. Seamlessly deliver accurate, complete global postal address and
geolocation data with minimal input
Address Search, Verification, & Enrichment
• Fast, accurate and seamless integration into any application
• Postal address search with auto-completion/type ahead
• Address matching and enrichment
• Geocode (latitude/longitude) append
• The most comprehensive global coverage (250+ countries and
regions)
• Flexible deployment model (SaaS or on-prem)
• Powerful batch and real-time processing on-prem and Trillium
Cloud
Syncsort Confidential and Proprietary - do not copy or distribute10
How Trillium Global Locator Helps

11. The Reality of CRM
“This data was siloed across 12
different applications.
Inconsistencies in data formats
and customer duplications were
commonplace. Name and
address misspellings, data in
incorrect fields; each
application had its own set of
data quality problems built up
over many years.”
– Raymond Aerts
Project Manager
DELA Corporation
The Promise of CRM
• Improve customer service
• Tighten customer relationships
• Boost revenue
• Raise customer satisfaction
• Increase efficiency
• Gain competitive advantage
• Engage customers
Challenges
• Poor data quality is a primary
reason for 40% of all business
initiatives failing to achieve their
target*
• Duplicates, old data, incomplete
data, misspellings, data in wrong
fields, …
• Perishable data – 70% of people
change at least one item on their
business cards every year
• 7 – 10% of consumers and
businesses relocate every year
• Up to 4% of all customer data
becomes stale on a monthly basis,
for an annual rate of 25 – 50%
* source: Gartner Research
Is Your CRM
Living Up to
Its Promise?
Syncsort Confidential and Proprietary - do not copy or distribute11

12. Flexible, Consistent Data Quality Right in your CRM
GET the data clean and KEEP it clean!
1. Cleanse existing CRM data to get a fresh start
• Combining multiple CRMs
• Migrating from Dynamics CRM to Dynamics 365
• Clean up data problems accumulated over years
2. Validate data before importing it
• Uploading batches of leads/contacts from events,
campaigns, third parties, etc – only want to import
valid, clean, new data – avoid duplication
3. Validate data as it’s entered
• As new contact or lead are entered – wants to validate
contact information, match to existing leads/contacts,
merge fields into a master record
Syncsort Confidential and Proprietary - do not copy or distribute12
How Trillium Quality for Dynamics Helps

13. Scalable, certified integration with SAP applications
• Ensures that your SAP applications operate on complete, accurate data
• Ensure single customer record
• Almost three-quarters of the world’s transactions touch SAP systems!
Syncsort Confidential and Proprietary - do not copy or distribute13
How Trillium Quality for SAP Helps
KEY FUNCTIONALITY
• Plug and play
• Support for SAP ERP, MDG, CRM, CRM WebClient, S/4HANA
• SAP Certified
• Parse, standardize, match/de-duplicate on customers, vendors and
business partners
• User interface for real-time to identify potential matches and merge
• Validate and enrich postal address data
• Customizable per customer configuration & requirements
• Sophisticated fuzzy matching, multi-field enabled duplicate detection
• Enrichment with support for fuzzy search of worldwide name and
address information for customers, suppliers, and business partners.
With support for
S/4HANA

14. 14
Avoid the high cost of low-quality data
Poor data quality is a
primary reason for 40% of
all business initiatives
failing to achieve their
target*
SiriusDecisions 1-10-100 rule
data quality cost per record:
• $1 if verified upon data entry
• $10 if cleansed/deduped later
• $100 if nothing is done, as
ramifications of mistakes are felt
over and over again
By decreasing the amount
of returned mail by 10%, a
healthcare plan with
500,000 providers can
realize $400,000 in savings
over three years**
*source: Gartner Research
**source: "The importance of data quality in producing savings," Healthcare Finance News
Syncsort Confidential and Proprietary - do not copy or distribute

15. “
”
High quality, trusted customer
data is a source of competitive
advantage and ROI for your
business

16. Q&A
16