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 quality plug-in for Microsoft Dynamics CRM.

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Trillium Software Data Quality for Microsoft Dynamics CRM - MVP Event

  1. 1. 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
  2. 2. 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
  3. 3. ..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”
  4. 4. © 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
  5. 5. 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:
  6. 6. 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.
  7. 7. 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
  8. 8. © Copyright 2011, Trillium Software, Inc. All rights reserved. TS Quality Cleansing and Linking
  9. 9. 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
  10. 10. 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
  11. 11. 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
  12. 12. 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
  13. 13. 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!!
  14. 14. 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
  15. 15. 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
  16. 16. © Copyright 2011, Trillium Software, Inc. All rights reserved. Solution Architecture
  17. 17. 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
  18. 18. 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
  19. 19. Thank you MVPs! The Trillium Data Quality Team Questions?? © Copyright 2011, Trillium Software, Inc. All rights reserved.19

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