Integration and migration solutions for CRM systems - Data Import

By: Inaplex  09-12-2011
Keywords: Crm System, Data Transformation

Inaport is the market leading product for rapid development of cost effective data loading to CRM systems.

Initial Data Load

One of the many challanges facing a newly installed CRM system is the initial data load. Many companies will have important customer data spread across multiple sources within the enterprise: Excel spreadsheets, Access databases, SQL and Oracle databases, accounting systems.. the list goes on.

Unless the CRM system is loaded with a clean and comprehensive set of customer data, the initial adoption is likely to falter. This can present many challenges, with company and contact information stored in insconsistent forms across the various sources.

Inaport provides the functionality required to surmount these challenges.

  • Data Transformation and Normalisation
  • Sophisticated matching, includign Fuzzy Match capabilities
  • Codeless development - Wizard based interface enables rapid development of data load maps.

Regular Data Import

Once a CRM system has been established, it is critical that data in it be refreshed regularly.

  • Sales personnel will rapdily lose trust in a system that has stale or inaccurate data
  • Marketing campaign leads and data must be rapidly integrated into the CRM environment to enable proper follow up
  • Account and contact inforamtion needs to be refreshed with sales history, support issues, call center logs

Keywords: Crm System, Data Transformation

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