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Improve Your Data Quality & Eliminate Duplicates
- 1. Improve Your Data Quality& Eliminate Duplicates Live Demo of Data8 Duplicare™
- 2. Mark Carrington Chief Technologist BusinessApplications MVP (@markmpn) Matt Beard Development Team Leader Business Applications MVP (@mattybeard) Meet The Team
- 3. Improve Your DataQuality and Eliminate Duplicates Data Warehouse Institute “Over $600 billion cost, per year, for U.S. businesses due to data quality problems. ” Sirius Decisions “According to research, between 10% and 25% of B2B marketing database contacts contain critical errors. ” ISM Research 2017 “Poor data quality costs $3.1 trillion in the USA alone”
- 4. In the Next40 Minutes… • Learn about Data8 and what we do • Quick introduction to the Data8 Dataverse/Dynamics 365 solutions available • In depth Data8 Duplicare™ demonstration • Time for questions and help with data quality strategies
- 5. • Leaders indata quality management solutions • Experienced staff providing worldwide support • Gold Microsoft Partner ISV • Excellent client retention rates, 90 major clients traded annually for 5 years • New, innovative and customer focused • Double digit growth since our formation in 2005 • Security Accreditation - ISO27001, Cyber Essentials About Data8
- 6. Germany Belgium Spain Seychelles Canada Gibraltar Sweden United States NewZealand Lithuania Turkey Netherlands Australia UK Working with clients around the world
- 7. processed since April2018 351,953,941,092 records processed since day 1 * Correct as of 10/10/21 Working with vast volumes of data 11,658,393,517 records
- 8. Data Validation • AddressValidation • Address Autocompleting • Phone Number Validation • Email Validation • Bank Validation • Geocoding Data Quality Management • Continuing Legacy System Master Data Management • CRM Rescue • CRM Data Migration • Data Governance • Data Cleansing • GDPR • Data Quality Tools Data Driven Marketing • Single Customer View • Campaign Management • Data Enhancement • Customer Insight System Integration • Microsoft Dynamics CRM/Dataverse Integration • Microsoft Power Automate Integration • Salesforce Integration • eCommerce • Website What we do
- 9. Data8 Duplicare™ Data8PredictiveAddress™ Data8 Validation Data8 Provenance™ Data8 duplicare™ is an automated de-dupe tool for Microsoft Dynamics 365. It offers real-time advanced duplicate prevention and the ability to merge multiple records, which also has the option to merge all fields too. PredictiveAddress™ adds autocomplete and postcode lookup to any address fields, including on custom entities, with point & click configuration - no coding required Data8 Validation adds real time validation to any email and telephone number field, including on custom entities, with point & click configuration - no coding required. Data8 provenance™ provides granular consent management and right to erasure implementation to help your organization be compliant with GDPR App Source Link App Source Link App Source Link App Source Link Data8’s CRM Solutions
- 10. Business Insights TPSand CTPS Compliance Bank Account Validation Using market-leading data sources like Companies House, our Business Insight service provides a powerful insight into an organisations’ watch-works in real-time. From just one company name, we instantly generate a comprehensive, up to date profile report encompassing its background, current credit position and full financial history The Data8 TPS Compliance solution enables you to comply with legislation, avoid fines and protect your brand reputation. Our Bank Validation service allows you to check that sort code and account numbers are valid providing a benefits to both your users and clients. App Source Link App Source Link App Source Link Data8’s CRM Solutions
- 11. • Autocomplete and ZIP/PostalCode lookup, ensuring quick yet accurate address capture • API driven so can be implemented anywhere • Prebuilt solution for Microsoft Dataverse, meaning minimal set up Data8 PredictiveAddress™
- 12. • Ensure validemail and telephone numbers, wherever they are stored, at the point of entry. • API driven so can be implemented anywhere • Prebuilt solution for Microsoft Dataverse, meaning minimal set up Data8 Validation
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- 14. Data8 Duplicare™ • Designedand built by CRM experts, for all levels of CRM users • Seamless integration with quick and easy set up • Improves long neglected elements of CRM such as merging and duplicate detection • Over 50 years collective industry experience influencing the tool • Strong user experience with minimal training required • Fully App Source certified and downloadable for On-Premise “Advanced fuzzy duplicate detection and multi-record merging”
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- 17. 2007 A lot canchange… Data8 Duplicare™
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- 19. 2007 A lot canchange… … but some things stay the same Data8 Duplicare™
- 20. CRM 4 Dataverse/Dynamics365 2021 2007 Data8 Duplicare™ - Duplicate Detection
- 21. CRM 4 Dataverse/Dynamics365 2021 2007 Data8 Duplicare™ – Batch Duplicate Detection
- 22. CRM 4 Dataverse/Dynamics365 2021 2007 Data8 Duplicare™ - Merging
- 23. CRM 4 Dataverse/Dynamics365 2021 2007 Mergeable Entities • Account • Contact • Lead Mergeable Entities • Account • Contact • Lead • Case Data8 Duplicare™ - Merging
- 24. Where Duplicare™ camefrom… • CRM customers with data quality issues • CRM customers with heavily duplicated data • Customers already in their “final” CRM – no care taken for data prior to import • Customers want to control their own data • No other tool on the market as closely integrated with CRM • Already done lots of similar projects outside of CRM, such as… Data8 Duplicare™
- 25. • Difficult tomaintain desirable level of data quality out of the box • Dynamics can often be restrictive to offering the best results • Only first/last characters or exact match • Multiple versions of the same type of data • Often more than 1 email address or phone number • Heavy reliance on data user inputs • Various phone number formats – all valid yet all different • Restricted number of rules meaning sacrifices have to be made Data8 Duplicare™ - duplicate detection
- 26. Pricing model based on… •Number of users • Number of records • Level of customisation 14-day trial CRM Online CRM On-Premise Use the features relevant to you… • Dedupe+ • Merge+ • Global Search • Standardization Using Data8 Duplicare™
Editor's Notes
- #3 Thanks for attending, who am I? Industry experience, tools I’ve helped develop. What are we here to learn about today? AA New pic needed AA has been addressing problems in data since 1993 (and he’s still only 36)
- #4 Data Quality problems. Wide range of data quality problems affect all – duplicate data which is obviously as a concern as here, but other hidden data quality problems you may not even realise. Incorrect phone numbers & addresses – time wasted trying to contact people you could never contact. Think of the £. Talk about Data8, what we do. Show some of the tools and you can use then, wrap up with questions. AA to add stats from Glyndwr presentation Delivery problems stats -
- #9 Focus on CRM Rescue
- #12 Features Advantages Benefits
- #13 Features Advantages Benefits
- #27 Features/Advantage/Benefit Impact/Evidence Previous client, automerged 160,000 duplicates – 60% of the system. Allowing them to get a better analysis on their data and helps with their marketing automation. Little help from Data8 other than the initial configuration.