Melissa’s Clean Suite Powers Spotless Data in Dynamics CRM

Melissa Team | Address Check, Address Quality, Address Validation, Address Verification, Clean Suite, CRM, Data Cleansing, Data Enhancement, Data Enrichment, Data Quality, News & Events, Press Release | , , , , , , , , ,

Pristine Data Boosts Customer Experience and Success of Omnichannel Marketing; Demos at CRMUG Summit

Rancho Santa Margarita, CALIF – October 2, 2018 – Melissa a leading provider of global contact data quality and identity verification solutions, today announced its Clean Suite toolset is optimized for Microsoft Dynamics CRM®, boosting customer experience and omnichannel engagement with immaculate customer data. Clean Suite will cleanse, match, and enrich CRM data, eliminating the headaches and missed opportunities cause by stale, bad, and inaccurate contacts. Melissa will be demonstrating Clean Suite and data cleansing strategies for Dynamics CRM users at the CRMUG Summit, Booth 639, at the Phoenix Convention Center, October 15-18, 2018.

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

Melissa’s Clean Suite Fights Dirty Data in CRM Platforms

Melissa Team | CRM, Data Cleansing, Data Enrichment, Data Quality, News & Events, Salesforce | , , , , , , , ,

Vibrant Data Protects Customer Experience and Boosts Value of Omnichannel Marketing; Demos at Dreamforce #DF18

Rancho Santa Margarita, CALIF – September 26, 2018 – Melissa, a leading provider of global contact data quality and identity verification solutions, today announced its Clean Suite for CRM, comprehensive data quality tools and services that provide clean data for successful omnichannel marketing. Optimized for Salesforce, Clean Suite verifies, standardizes, corrects, and appends customer contact data records – fueling marketing efforts with information that protects resources and results.

Melissa’s Clean Suite is a full-featured toolset that verifies, corrects, and standardizes global names, addresses, phones and emails in real-time so only the freshest data enters your CRM. Tapping into Melissa’s extensive multi-sourced data, records are cleaned, updated, deduped, and enriched to add value across the spectrum of enterprise needs. For example, via real-time operations or batch processing, users can add business firmographic data, demographics, and geographic data to improve targeting, segmentation, and lead scoring. Capabilities such as autocomplete addresses further ensure correct data enters the system, while also reducing cart abandonment, increasing conversions, and improving fulfillment.

Clean Suite is Lightning ready, and supports standard and custom Salesforce objects. Users can access easy-to-build individualized interfaces and verify data within their own custom templates.

Melissa will be demonstrating Clean Suite tools and strategies at Dreamforce, Booth 121, at Moscone Center in San Francisco, September 25-28, 2018. Click here to gain more insight on Melissa’s Clean Suite or to access a free trial. To connect with members of Melissa’s Salesforce data quality team outside the Dreamforce event, visit www.melissa.com or call 1-800-MELISSA.

Salesforce, Lightning and others are among the trademarks of salesforce.com, inc.

Looking for Someone? Try our New Personator Search

Blog Administrator | Address Check, Address Quality, Address Search, Personator | , , , , , , , , , , , , , ,

Personator Search is a new cloud based solution
provided by Melissa that allows users to retrieve multiple verified contact
records based on an input address, name, phone, or email. With this service,
power users can easily parse through multiple individuals at a single address,
multiple individuals with the same name, and more to get precisely the record
they are looking for.

In
a Nutshell

In essence, our Personator Search will take in a
user’s input information, search against a massive multi-sourced database, and
return all information we have associated with those inputs. The user can then
parse through their results to find the individual, address, phone, or email
they are looking for.

 

A
Full Suite of Information

As stated above, Personator Search can return contact
information based on an address, name, phone, or email input. More
specifically, the outputs include:

·
One full name per record

·
One current address per record

·
Move date for the current address

·
All previous addresses associated with the
record

·
Move date for the previous addresses

·
All phone numbers associated with the
record

·
All emails associated with the record

·
Date of birth

·
Date of death

What an example XML format response may look like:

 

 

Complete
User Control

Data
Management

While Personator Search will return up to 500
individual records with an extensive amount of information in each, the user
can impose limits on responses to prevent overwhelming intricate data retrieval
and management processes. Each response is split into pages, which by default
contains 10 records per page. However, the user can use built in options to
change the amount of records per page, the maximum amount of phones or emails
returned, or even return every record simultaneously.

Search
and Sort

In addition to controlling the amount of data and what
kind of data is returned, the user can also control how their information is used to search Melissa’s massive contact
database. The search type option will allow the user to select what piece of
input data is the primary pivot when verifying or appending information. Let’s
say for example, an address, name, phone, and email are all entered as an input.
Search type will allow the user to find all individuals associated with that
address, all individuals of the input name, all individuals with the input
phone, or all individuals with the input email, depending on the search type
they choose. And if left blank, it will cascade through those options in order
until records are found.

Search conditions also allow the user a higher degree
of power with Personator Search. When set to strict, the service will only
return records that match the inputs exactly. When set to
loose, the service will return all records that fully and partially match the
input information. Lastly, the progressive option will at first run a strict
search, but progressively drop inputs if nothing is found initially. In
addition to this, an age filter can be applied to return individuals of a
certain age range.

Lastly, the sorting option tells the service to return
records in a certain order. The response can be sorted by postal code, city,
address, name, date of birth, date of death, move date, and Melissa Address
Key, in either ascending or descending order.

Using
Personator Search

Personator Search is currently available as a cloud
solution, hosted by Melissa. Users can access the service through REST request,
and responses are returned in either XML or JSON format. More information about
Personator Search can be found at the link below.

http://wiki.melissadata.com/index.php?title=Personator_Search

 

Say Goodbye to Bad Data Before it Enters Your System with Global Express Entry

Blog Administrator | Data Quality, Data Quality Assessment, Data Quality Services, Duplicate Elimination, Express Entry | , , , , ,

By Edward Dombrowski Data Quality Analyst

 

Maybe you’re already
familiar with the way Express Entry and Express Entry Desktop Edition can
autocomplete addresses – just select the country and type in the beginning of
an address, and the service can fill in the missing information, using address
data from over 240 countries.

But did you know the
many benefits to autocompleting addresses? Increased efficiency, a single view
of the customer at the point-of-entry, and increased security, to name a few.

With Express Entry
Desktop Edition, you can easily enter complete addresses with 50 percent less
keystrokes, with the bonus (since it uses the Express Entry service) that the
addresses are already verified.

When you receive a
complete address from the service, you can also geocode it easily with the
click of the ‘verify’ button. Also, Express Entry Desktop Edition’s system of
templates gives you the flexibility you need to efficiently fill out any form
in Windows or on the Web without having to code a solution.

Another benefit to using
Express Entry is the single view of the customer at the point-of-entry. This
way, duplication in your database is controlled from the start. Express Entry’s
standardized addresses are consistent as they have pre-directionals, ordinals,
suffixes, and post-directionals already abbreviated throughout.

Standardized addresses
mean that you won’t have to deduplicate customer tables by address. There are
no addresses in Express Entry data that do not conform to the standard.

There may be one benefit
you haven’t thought of: fraud prevention. When a user selects a verified and
standardized address on your form, or your Customer Service Representative
enters an address through Express Entry Desktop’s GUI, your confidence that the
customer is who they say they are is increased. It becomes easier to separate
real addresses from the fake ones.

Express Entry data is
built from multiple sources so you can rest assured that address data is
correct. If your Customer Service Center takes in addresses, Express Entry
Desktop Edition can help your Customer Service Representatives enter them in
more quickly.

For more info on Express
Entry, go to: 
https://www.melissa.com/address-autocomplete

 

Melissa Data: Your Friend in Brand Integrity

Blog Administrator | Mailing & Shipping, Marketing | , , , , ,
Ross: Every week, the TV Guide comes to Chandler and Joey’s 
apartment. What name appears on the address label?
 
Rachel: Oh! Chandler gets it! It’s Chandler Bing!
 

Monica: No!

 

Ross: I’m afraid the TV Guide comes to “Chanandelor Bong.”
 
Monica: I knew that! Rachel! Use your head!
 
Chandler: Actually, it’s Miss Chanandelor Bong.
 
FRIENDS Season 4, Episode 12

 

Bad Contact Data isn’t new – it has created pop culture. This
episode of Friends is a highly amusing scene, but the joke is more than simply
Rachel’s lack of knowledge. When it comes to contact data, who’s steering the
ship?

Name? Absurd. Gender? Wrong.

Maintaining the most complete and up-to-date customer
information is highly important. When marketing material is sent to the same
household multiple times, to different individuals or names are misspelled, it
doesn’t just cost you in postage. It
costs your brand
.

Brand integrity may be defined as the consistent image that
a brand presents to the public. From social marketing to direct mail, a brand
must maintain a single voice and image in order to be taken seriously and to be
successful. According to The Journal of
Business and Industrial Marketing
, if the gap between the projected image
and the reality of the customer experience widens, customers smell hypocrisy.

Melissa Data can help you anchor your brand in the public
eye with better, more accurate contact data. We have a number of solutions that
are made to fit your data needs. For example, Personator is a
solution to consider when devising ways to preserve your brand’s integrity.
Personator provides name-to-address verification and cross-referencing address,
name, phone, and email to ensure all data corresponds to the same individual.
Personator will also enrich your contacts by adding missing address, email, and
phone information, and much more. See how
it works
.

Then, there’s mailing and shipping. You want to make your
customers happy to protect your brand. Accurately mailing packages is a good
way to increase customer retention. SmartMover
can help. SmartMover is a real-time, cloud-based service that allows you to
update the addresses of U.S. and Canadian customers that have moved. Get the
current addresses of old customers who may have relocated to get your mail
delivered on time, and qualify for postal discounts.

These are only a few of the ways in which Melissa Data can
help you maintain your brand. Our customers are very important to us, and we
are dedicated to helping you preserve the reputation of your business. Learn
more when you visit our website
and discover the tools you need to cultivate the integrity of your brand.