MarketView Marketing Database Platform | Data Services, Inc.
BvDEP & Professional Services
1. BvDEP & Professional Services…. You can get even more value and power from BvDEP’s products by using them in conjunction with one of BvDEP’s many Add-ons or professional services. This brief presentation will give you some ideas on what is available and how they can be applied.
2. BvDEP & Professional Services…. Company record matching Generate a link between internal company records and the global data set held on BvDEP’s products BvDEP Web Services Integrate company data from BvDEP’s products into any internal system or third party platform Excel add-in Populate credit/scoring models with data directly fed from one of BvDEP’s databases
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4. Incorporate BvDEP content into systems such as Microsoft Sharepoint for more widespread use
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6. Simple CRM integration Level Two If you have matched your CRM dataset ours you can regularly import our data into your CRM. This information can enrich your existing knowledge and include “value adding information” such as: their financial strength, corporate family, recent news, any M&A rumours and financial trends Level Three Use the BvDEP Web Service to populate fields within your CRM system as a record is retrieved/requested. This means users never see out of date data and you are not storing data internally. To see a mock up of a CRM with company information from MINT, plus an access to the MINT report click on this link: http://www.bvd.co.uk/mintuksearch/CRM_Example.asp
7. Searching by name outside a BvDEP product Sometimes companies want to offer their employees the simplest company name searches with no distracting menu options or advanced criteria. It’s simple to create a search box that can be used to search for a report on your choice of BvDEP’s products. This is an ideal application for corporate intranets – and it doesn’t require training or promoting. It can look as simple as: Go to http://www.bvd.co.uk/mintuksearch/index.asp to see an example in action.
8. Bespoke analysis Our products have integrated analysis software. You can also have customised analysis and templates created specifically for your needs. Our Add in facility means you can create templates in Microsoft Excel, Access and Powerpoint (available end of ‘09). These templates access live data from our products. Our presenter facility means you can create templates combining tables and graphs to illustrate any report in our system or search result. Presenter Report FAME BANKSCOPE Excel Credit Report
9. Some applications Some common applications of how customisation can be applied are listed below: Credit/procurement Create bespoke scoring models to assess companies’ viability using your methods and parameters Assess existing supplier-base for strengths and weaknesses Screen suppliers to identify instances of disproportionate reliance on single corporate families Compliance/AML Screen potential customers against customers to find links that would create a conflict of interest Screen for links with high risk organisations Business development Exclude customers from future downloads of prospect data Create campaign history of records mailed Set up links between BvDEP products and your CRM systems
10. Starting the process Web services is a common technology and not specific to BvDEP. If you have IT staff we can provide the necessary references and guidelines to create your applications, matching or analysis templates. If you prefer we can create these for you. For more information please contact Frank Hommersen 020-54 00 108
