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Data Management & Spatial Intelligence
from the Cumulus Clouds to your CRM
Dennis Pham, Principal Solutions Engineer
Scot A. Laudicina – Director, Strategic Alliances
So why is data management important?
•  Data is the raw material of information
•  Accurate information underpins good business decisions and smooth
running processes
•  Existing data is often reused to fulfill new business requirements
Business Operations
…Information & Insight is based on Data
Decisions are based on Information and Insight
Business Challenges
Why do we have so
much returned mail?
Our services response
units are inneficient
Who is the
customer on
the phone?
Why are we getting
audited?
I cannot get a
single view of my
customers
The data in our
Data Warehouse
is not reliable
My response rate is
less than 1%, why?
…it affects every department
Why are we
getting duplicate
statements?
Bad Data leads to bad decisions
Bad data in one system is like a virus….
…. It spreads to the other databases
Name
John Smith
Henry R. White
Dr. Andy Brown
Steve D. Brook, Jr.
Title First Middle Last Suffix
John Smith
Henry R. White
Dr. Andy Brown
Steven D. Brook Jr.
City
Ny
New York
N.Y.
NY
City
New York
New York
New York
New York
Normalization
Normalization: Benefits
•  Standardize data for a uniform customer experience
•  Generate consistent communications
•  Pre-populated industry terms makes it easier to set rules
•  Consolidates standards and dictionaries into a single platform
•  Creates structured data which enhances identity resolution
Global Name Recognition
Global Name Recognition: Benefits
•  Recognize name elements across cultures
•  Enhance customer experience
•  Improve identity resolution and de-duplication
•  Improve target marketing with gender and ethnicity identifiers
•  Improve collections and searches through name variation
generator
Global Address Verification
Pitney Bowes
4200 Parlament
Lanham MD
Marcus Enger
21 Mainzer Street
Koeln, Germany
Japan〒192-0993東京都八
王子市6-11子安町	
Pitney Bowes
4200 Parliament Pl, Ste 600
Lanham, MD, 20706-1852
Marcus Enger
Mainzer Str. 21
50678 Köln, DE
6-11 SHIMOHONDA
KOYASU-CHO
HACHIOJI-SHI, TOKYO-TO
192-0993, JP
Global Address Verification: Benefits
•  Increase customer satisfaction
•  Faster, more accurate data capture
•  Validate quality at the point of data entry
•  Minimize errors and streamline downstream processes
•  Improve deliverability of goods and communications
•  Increase opportunity to match/enrich customer data
Data Matching
A B C DC
B A B A
D B B C A
A B
C D
Original Data Duplicates Removed
De-Duping
De-duping: Benefits
•  Gain a single view of your customers, products and locations
•  Consolidate records to eliminate duplicate efforts
•  Synchronize data across disparate business units and
systems
•  Improve business processes up-front
•  Enhance customer experience
•  Enable information sharing
Spatial Intelligence
690 Flatbush Ave,
West Hartford, CT
06110
Spatial Intelligence: Benefits
•  Put relationships in context
•  Establish a permanent location record
•  Reduce risks and make better decisions
•  Enable spatial analysis
Thank You
www.pb.com/software

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SugarCon 2013: Data Management & Spatial Intelligence from the Cumulus Clouds to your CRM

  • 1. Data Management & Spatial Intelligence from the Cumulus Clouds to your CRM Dennis Pham, Principal Solutions Engineer Scot A. Laudicina – Director, Strategic Alliances
  • 2. So why is data management important? •  Data is the raw material of information •  Accurate information underpins good business decisions and smooth running processes •  Existing data is often reused to fulfill new business requirements
  • 3. Business Operations …Information & Insight is based on Data Decisions are based on Information and Insight
  • 4. Business Challenges Why do we have so much returned mail? Our services response units are inneficient Who is the customer on the phone? Why are we getting audited? I cannot get a single view of my customers The data in our Data Warehouse is not reliable My response rate is less than 1%, why? …it affects every department Why are we getting duplicate statements? Bad Data leads to bad decisions Bad data in one system is like a virus…. …. It spreads to the other databases
  • 5. Name John Smith Henry R. White Dr. Andy Brown Steve D. Brook, Jr. Title First Middle Last Suffix John Smith Henry R. White Dr. Andy Brown Steven D. Brook Jr. City Ny New York N.Y. NY City New York New York New York New York Normalization
  • 6. Normalization: Benefits •  Standardize data for a uniform customer experience •  Generate consistent communications •  Pre-populated industry terms makes it easier to set rules •  Consolidates standards and dictionaries into a single platform •  Creates structured data which enhances identity resolution
  • 8. Global Name Recognition: Benefits •  Recognize name elements across cultures •  Enhance customer experience •  Improve identity resolution and de-duplication •  Improve target marketing with gender and ethnicity identifiers •  Improve collections and searches through name variation generator
  • 9. Global Address Verification Pitney Bowes 4200 Parlament Lanham MD Marcus Enger 21 Mainzer Street Koeln, Germany Japan〒192-0993東京都八 王子市6-11子安町 Pitney Bowes 4200 Parliament Pl, Ste 600 Lanham, MD, 20706-1852 Marcus Enger Mainzer Str. 21 50678 Köln, DE 6-11 SHIMOHONDA KOYASU-CHO HACHIOJI-SHI, TOKYO-TO 192-0993, JP
  • 10. Global Address Verification: Benefits •  Increase customer satisfaction •  Faster, more accurate data capture •  Validate quality at the point of data entry •  Minimize errors and streamline downstream processes •  Improve deliverability of goods and communications •  Increase opportunity to match/enrich customer data
  • 11. Data Matching A B C DC B A B A D B B C A A B C D Original Data Duplicates Removed De-Duping
  • 12. De-duping: Benefits •  Gain a single view of your customers, products and locations •  Consolidate records to eliminate duplicate efforts •  Synchronize data across disparate business units and systems •  Improve business processes up-front •  Enhance customer experience •  Enable information sharing
  • 13. Spatial Intelligence 690 Flatbush Ave, West Hartford, CT 06110
  • 14. Spatial Intelligence: Benefits •  Put relationships in context •  Establish a permanent location record •  Reduce risks and make better decisions •  Enable spatial analysis