[WEBINAR] Reduce Delivery Costs in Dynamics CRM

Cassidy Littleton | Address Verification, CRM, Express Entry, Geocoding | , , ,

Address accuracy is critical for companies that need to ensure shipments reach the right destination or to direct consumers to locations for pickup, drop-offs, repairs or other business reasons.

For companies using Microsoft Dynamics 365 (CRM) to store addresses (accounts, customers, contacts, etc.) without the Field Service app, there is no way to make sure addresses are accurate. Incomplete or incorrect addresses result in unnecessary and burdensome costs to a business when shipments are sent to the wrong location or returned to sender, and drivers waste time and fuel going to locations that don’t exist.

SharmXRM’s Address Validation for Dynamics 365 uses Melissa’s best-of-breed data quality APIs to prevent address errors and associated costs. This lightweight and easily configurable add-on for Microsoft Dynamics 365 provides out-of-the-box address autocompletion, global address verification and precise geocoding.

In this webinar, we will discuss: 

  • What Melissa APIs are available (Global Express Entry, Global Address Verification, Personator Consumer) and their unique benefits
  • How to install and easily configure the APIs
  • How to configure your entities and fields for address verification
  • How the interface works and what the user experience is for Dynamics

Join us on Wednesday, 16 September 2020 at 11a PST for the webinar “Reduce Delivery Costs with Address Verification in Dynamics CRM”.

Register Here!

CRM Maintenance: A Step by Step Guide on How to Clean & Maintain your CRM Database

Melissa UK Team | CRM, Data Audit, Data Cleansing, Data Enhancement, Data Enrichment, Data Management, Data Matching, Data Quality, Data Quality Services, Deduping, Email Verification, Global Address Verification

As many of you know, a customer relationship management (CRM) platform is a vital part of the sales process, which entails keeping customers and prospects happy while moving them through the CRM pipeline. But many businesses forget the role CRM plays in the entire customer life cycle.

CRM platforms can be used for continuous communications with current and potential prospects and are playing a vital role across all sectors. In healthcare they can be used to gather and sync protected health information across multiple facilities, including providing post discharge follow-ups. For banks, they can be used to provide a better customer service across branches.

A big question is how can you keep track of all this data, whilst maintaining your ever-growing database and making sure your data is providing the insights your organisation needs to maximise its operations?

This step by step guide will unravel the practices you need to keep your CRM organised, pristine and maintained. It will draw attention to the common issues many databases have, including duplicates, misspellings, incomplete, outdated, unverified and unformatted data. We will also show you our recommended practices and tools, so that new data is entered into your systems properly and with confidence.

The Data Quality Life Cycle

Analyse Your Data

First and foremost, having an overview of your current data situation is critical when commencing data cleaning. Ask yourself how bad is our database? What are the common issues that we keep seeing in our database that’s reflecting on our business efforts and outcomes?  Some examples below.

  • Mis-deliveries of mail and products to logistical issues due to incorrect address data.
  • Duplicates throughout your database causing lower accuracy and preventing a clear view on your customers.
  • Incomplete or gaps in your data, like missing phone, email, address or even IP which can impact sales, marketing and business intelligence efforts.
  • How formatted does your data look in terms of punctuation & abbreviations i.e. misspelling of names, emails, CA for California, and international address formatting rules for global outreach?

Also, keep in mind that data will naturally degrade over time, as people move to a new house, change emails and phone numbers, leave companies and change job titles. Multiple data quality practices must be used to facilitate the above examples. Lucky for you we have the right guidance and tools to make it an easy process.

It’s time to clean up that CRM database!

As you now know, bad data comes in many shapes and sizes. There are various ways to clean it as well – let’s have a look at what we recommend: data cleanse & standardise, match & deduplication, data verification and complete missing data.


STEP 1: Data Cleanse & Standardisation

Bad data is largely caused by human error – such as incorrectly entered data. We recommend that your organisation should have some sort of standard in place to articulate how data is entered into your CRM systems. A great tool to provide this is a Data Cleanse software solution which can come in the cloud or API format, and easily integrates with your CRM platform. This will create an enforced & organised environment where consistent iterations of data can be entered into your CRM system.

The tool applies 5 main components to cleansing and keeping a consistent flow of entered data, including:

  • Punctuation – Adding or removing punctuation
  • Abbreviation – Correction of abbreviation (for example CHE for Chelsea)
  • Search & Replace – Search & Replace portions of a string
  • Expressions – Creating and programming automatic expressions to make sense of data values
  • Regex – Using regular expressions to extract and validate


Data Cleanse Interface


STEP 2: Duplicate Data & Matchup

In our experience, a database will contain almost 10% duplicate records, which results in inefficiencies and prevents you from achieving that single customer view. A common issue for businesses is keeping track of people in their database, changing names, status, addresses and so forth, which when obtaining their data from another source can cause this duplicate effect.

Our recommended solution, a Matchup & Deduplication tool, will allow you to identify, match records together, and eliminate duplicates.

There are 3 ways this tool can work depending on what you want to achieve in your database:

  1. Read/Write deduping

This will compare records in one or more databases at once, each unique group will be matched while the other matching records will be passed as “duplicates” this is best for businesses wanting to match and deduplicate entire databases at one time.

  1. Incremental Deduping

This is a great way to keep your list in tack of deduplicates having this tool running in the background as it compares each record to an existing database as fresh data enters your systems making sure of no duplicates.

  1. Hybrid Deduping

A combination of the above two methods but with the flexibility to personalise the process. Let’s say you have a small batch of potential matches; this will allow you to match it against incoming data or records. This is best for batch processing of entire lists while incurring real-time data entry


Data Match & Deduplication Interface


STEP 3: Data Verification

Next on up, we have data verification, we see this being as a very crucial element to your data making sure it’s clean, up to date and ready for use!

To put it simply, this is the process where your data is checked for accuracy and inconsistencies, determining whether data is complete, correct and accurately translated from one source to another. You want your data to be able to support any new processes in any new system.

There are several solutions that we recommend that will entail this, depending on which element of data want to verify, See below;


–             Address Verification:

From our experience, this is the most popular verification solution, as having correct and verified address data is a necessity for most business activities.

The way this solution works is it corrects, cleans, standardises and will add missing components to any international address and will format the address to the postal specifications of each country. This solution will also enrich your data by adding latitude and longitude coordinates to any address.

Our Address Verification tool can be integrated into almost any platform.


Address Verification Process


–             Name Verification:

This solution works best if your wanting to verify valid individuals or companies in a field. This process works by ensuring accurate gender determination, splitting multiple names into their correct components (title, first, middle, last and suffix), add casting for company names, and flagging any fake or vulgar names to reduce the impact of fraud and waste.


Name Verification Process


–             Email Verification:

A handy tool to verify emails – making sure they are active and can receive mail, which ensures successful delivery and reduces any chances of fraudulent activity or fake emails. This tool corrects typos and invalid characters, so only valid emails enter your system as well as ensuring SPAM compliance with mobile domain detection.

Email Verification Process


–             Phone Verification:

Lastly, this tool enables businesses to verify and correct phone numbers at the point of entry, ensuring that only valid phone numbers enter your database and that they are live and callable. Phone verification can establish what region / international location of a number, making it easier to determine the dominant language in that area.


Phone Verification CRM Maintenance


STEP 4: Complete Missing Data

Once your data has been cleansed and verified it’s time to enhance it. Complete the full data quality life cycle with a Data Enrichment & Append solution.

You want to get the most out of your data. The more you get out of it, the more you can do with it, making it an increasingly valuable asset. Without this option you limit the potential of gaining a 360-degree view of contacts which can lead to wasted efforts.  See the benefits of the Data Enrichment & Append solution below:

Further customer insight by adding: Global Geographic, IP Location, Business Firmographic, Demographic & Missing contact information like Name, Phone number, address etc.

Increase Response & Engagement: Understanding your customers and prospects on a deeper level allows you to communicate with them more effectively.

Better Targeting: Group your prospects by similarities, whether it’s by area, demographic or lifestyle you can attend to your market with an enhanced approach.

Maximise Effort: When updating any contact information weather its name, address, phone number or email, will allow you to reach your customers at the right time and the right way.

IP Location Example

IP Location Process

Business Firmographic Example

Business Firmographic Data Enrichment Flow


(Refer to https://www.melissa.com/uk/data-enhancement for further detail & examples of data enhancement solutions)

STEP 5: Protect Your Data

To conclude this step by step guide we leave you with the most important element and that’s protecting your data! As customers in your database continuously update their status, address, phone numbers and so forth… it’s up to you as an organisation to keep track of this. Have a strategy in place that successfully allows you to implement the data quality life cycle, so that you always accomplish the best from your CRM.

This article has been produced for you by Melissa, your data quality experts, with over 30 years of experience we pride ourselves on being your one-stop-shop for all your data quality needs. – For help with a CRM maintenance strategy contact us today to achieve more.

Melissa to Highlight Clean Suite at CRMUG Summit

Melissa Team | 2019, Clean Suite, CRM, CRMUG Summit, Press Release, Trade show |

Data Quality Tool Brings Pristine Data to Dynamics CRM for Better Customer Experience and Omnichannel Marketing Success

Rancho Santa Margarita, CALIF – October 1, 2019Melissa, a leading provider of global address, name, email, phone, and identity verification solutions, today announced it will feature its Clean Suite toolset, optimized for Microsoft Dynamics CRM®, and data cleansing strategies at the CRMUG Summit, Booth 220, at the Gaylord Palms Resort in Kissimmee, FL, October 15-18, 2019. Designed to boost the customer experience and omnichannel engagement with immaculate customer data, Clean Suite cleanses, matches, and enriches CRM data, eliminating the difficulties and missed opportunities triggered by stale, deficient, and inaccurate contact information.

Clean Suite autocompletes U.S. and international addresses as they are entered, speeding data entry efficiency while ensuring only verified, standardized data enters the Dynamics CRM platform. The Clean Suite toolset taps into Melissa’s extensive multisource data to find data record inconsistencies; verify names, addresses, phones, and email addresses; and match duplicates – saving hours in data cleanup.

Clean Suite also enriches existing contact records with consumer demographics, business firmographics, and geographic and property elements for improved customer intelligence and better lead scoring. B2B contacts can be enriched from a dataset of 25 million U.S. businesses to return 40+ data points including company contacts, job titles, emails, and phone numbers, as well as SIC/NAICS codes, sales volumes, and more.

Click here to gain more insight on Melissa’s Clean Suite or to access a free trial. To connect with members of Melissa’s CRM data quality team outside the CRMUG Summit, visit www.melissa.com or call 1-800-MELISSA.

Media contacts

Greg Brown
Vice President, Global Marketing, Melissa
+1-800-635-4772 x1130

Jackie Zerbst, MPowered PR for Melissa

The Generation of the mobile phone

Melissa UK Team | Analyzing Data, Article, Clean Suite, CRM, Data Cleansing, Data Enhancement, Data Quality, United Kingdom | , , , ,

Mobile phones sales have been increasing year in year out and the number of mobile users is expected to surpass five billion by 2019. It was estimated that approximately 63% of the world population owned a mobile phone in 2016 and this number is due to increase to 67% in 2019.

This growth in mobile phone ownership demonstrates the need for organisations to optimise the customer’s mobile experience. A user’s mobile experience is linked to their customer experience and if firms are not able to optimise their mobile experiences, they could be subject to lower conversion rates and diminishing returns leading to a negative customer experience. But how do firms optimise their mobile experience beyond the development of an app or a website redesign?

Verify, cleanse and monitor data

The mobile experience plays a strong role in the customer experience and inaccurate data contributes to a negative customer experience – this is due to human error which creates data errors. By investing in data quality tools that will verify, cleanse and monitor your data, your organisation will be able to prevent and reduce human error. These tools can work in real time or used in batch processing which will help organisations prevent inaccurate data from entering their systems and reduce errors in data that is already in the system.

The tools can also be used to analyse data helping firms to properly manage their data – data provides customer insight and when properly managed will help to inform business decisions, drive business performance and aid business growth.

Prevent duplicate data by using auto-complete forms

When thinking about the mobile experience or how seamless and convenient a website or app is, what comes to mind is the number of keystrokes needed to enter information. Using a verification tool can help to validate information as it is entered removing the potential of duplicate entry and so creates a more seamless mobile experience.

The experience could be further upgraded by using auto-complete forms such as address autocomplete whereby the system will suggest potential addresses based on the entry of a few characters. This will not only reduce key strokes but also reduce potential human error.

Data matching

Accurate data is linked to having the correct contact data for all clients but also being able to match data to a single client. By linking data from across different systems and assigning it to a single record, firms are able to build a strong foundation of good quality data which can be used to personalise the mobile experience. Data matching prevents duplicate entries from the same individual but also helps to enrich data which will help to strengthen the quality of databases.

Having a single customer view allows for firms to personalise experiences which enhances the customer experience but also informs key business decisions such as discounts and offers.

From here, we can see that data quality plays a key role in the mobile experience and it allows organisations to upgrade this experience for users as well as tailor it to individual users. As mobile ownership continues to grow, optimising the experience is important for the customer experience as well as the success of an organisation.

Melissa offers a whole range of data quality solutions that can be tailored to your business needs. If you’re interested in finding out more about how we can help you, please get in contact at info.uk@melissa.com and we’ll be happy to schedule a demo as well as a free trial.

If you are interested in continuing the conversation, please connect with us on Twitter.