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Melissa's Improvements in Dynamics CRM

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Dirty data, in all forms, is bad for business. Here at Melissa, our primary concern is cleansing it from all of your platforms, including Microsoft Dynamics® CRM. Melissa currently offers many solutions for Dynamics CRM in order to combat problems with bad data.

 

We offer the Personator® solution in order to cleanse and enrich your U.S. and Canadian data. We offer the Global Verify solution to correct and verify your addresses, phone numbers, names, and email addresses on an international level. Soon, we will release the Express Entry® solution in order to prevent bad data from entering your environment. As we strive to offer you the best solutions, Melissa constantly seeks to improve its solutions to better suit your needs.

 

Coming in a future update, we will offer the following new features to our Express Entry service:


•          Personator Workflows

•          Reverse Lookup for Express Entry

•          Express Entry Integration into Global Verify

Personator Workflows

Dynamics CRM is utilized in many different ways in the business world. The creation of contact, account, and lead records is handled through many different environments that may not leverage the standard form. In addition, sometimes users may forget to use our services to cleanse and correct information before saving and storing a record. 


To address these issues, we have created workflows for the Personator solution for the currently supported out-of-box entities. These workflows can be activated to leverage our Personator service on records automatically, such as upon creation of a new record. This will allow users to create records from a different environment, such as a separate portal, to have their information automatically validated through our workflows.

 

Reverse Lookups for Express Entry

Different users enter address information in different orders. With Dynamics CRM's ability to customize forms, it is apparent that not everyone will start by entering a street address. With our new feature, Reverse Lookups, users can enter information starting from the most general piece of information down to the most specific. For example, now a user, after entering his or her default country, can begin by entering the postal code to determine the city and state of the particular record. After filling out these fields, the user can then enter in the street address and select from a list of addresses only in that particular city, state, and postal code.

 

Express Entry Integration into Global Verify

Many customers require different methods of verification. In order to address these concerns, we have integrated our Express Entry service into our Global Verify solution. Now, you can utilize the Express Entry service to autocomplete addresses when entering data as well as verify phone and email with the click of a button.

Melissa Data is set to attend Dreamforce #DF15 in San Francisco and will showcase its Listware for Salesforce all-in-one data cleansing app. Users are invited to download the app, submit a review to receive a free $15 Starbucks card, and be entered into a drawing for an Apple Watch. Come see us at North Hall Kiosk 1112!

Click here for more info!

Data Quality Plugin Increases Efficiency with Auto-Completion of Worldwide Customer Addresses; Optimizes Development with Flexible Mapping of Address Fields


Rancho Santa Margarita, CALIF. - April 15, 2015 - Melissa Data, a leading provider of contact data quality and integration solutions, today announced batch processing of worldwide address verification in Listware® for Salesforce®, its powerful data quality plugin that integrates data cleansing, validation, and enrichment directly into Salesforce.com's CRM software. Available on the Salesforce AppExchange, Listware for Salesforce now allows users to quickly and easily verify, check, and update customer addresses in more than 240 countries and territories at two points: point-of-entry; and upon scheduling bulk cleanup within an organization's database.

At point of entry, Listware for Salesforce provides real-time address autocompletion and verification, helping save up to 50% on keystrokes while only permitting valid data to enter the system. The user simply begins typing a customer or prospect's address into any Salesforce contact field; chooses the correct address from a list of suggestions, and the completed query returns a verified U.S. or international address, standardized into the official postal format for each geographic locale. In batch, an administrator can run address verification jobs based on unique criteria such as sales representative, city, state, or inquiry date. Bulk cleansing also provides many data appends to enrich Salesforce CRM data including: latitude/longitude coordinates and other postal elements; move- updates for U.S. and Canadian addresses; adding missing phone numbers, email addresses, demographics, and extensive property data. Bulk verification enables the verification and enrichment of US and global records within all standard and custom object fields, including contacts, leads, and accounts.

"Listware for Salesforce is a smart, elegant solution that seamlessly addresses all of the common, yet time-consuming issues facing developers or enterprise administrators as they work to integrate efficient data quality operations into their applications," said Bud Walker, director of data quality solutions, Melissa Data. "Along with the ability to customize auto-completion of address data in any mapped field, Listware's batch processing offers significant enterprise value. Endusers are in turn armed with a powerful data quality tool, providing unprecedented access to clean, up-to-date data that supports a worldwide customer base."

Listware for Salesforce is available for a one-time $19.99 license fee (per company) that includes 10,000 credits that can be used for any of the various data quality processes available. Click here to purchase and download Listware for Salesforce. For more information call 1-800-MELISSA (635-4772).

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Melissa Data Launches Listware for Salesforce

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Powerful Data Quality Plug-In Cleanses, Validates and Enriches CRM Information; Increases Customer Intelligence with
Property and Mortgage Data


Rancho Santa Margarita, CALIF. - June 10, 2014 - Melissa Data, a leading provider of contact data quality and integration solutions, today announced Listware®for Salesforce®, its powerful data quality plug-in that integrates data cleansing, validation, and enrichment directly into Salesforce.com's CRM software. Now available on the Salesforce AppExchange, Listware for Salesforce drives a more intelligent approach to customer data, arming users with unprecedented access to real-time data quality; features include cross-matching contact records, address verification and appending of missing name, address, email and phone information, and updating of addresses for customers that have moved. Listware also validates and cleanses international addresses - standardizing them into the official postal format for each geographic locale, and adding missing components such as postal codes or region. Salesforce users can also enhance their CRM data with detailed, up-to-date property and mortgage information on more than 140 million U.S. properties, improving their customer intelligence for better service and a competitive edge.

"Listware enables high performance CRM, improving opportunities to connect with clients and prospects based on better data. Clean, complete, and enhanced data not only offers greater customer insight but also assures the most fruitful application of sales resources," said Bud Walker, director of data quality solutions at Melissa Data. "Property and mortgage data enrichments help sales teams know their customer more personally - allowing them to act immediately and respond with more competitive services."

Listware for Salesforce verifies names-to-U.S. addresses and further cross-matches the elements of each contact record including address, name, phone, and email; this significantly improves validity and performance of CRM data by verifying identity and ensuring addresses are deliverable. Options for property and mortgage data enhancements cover the spectrum of parcel, lot/land, and subdivision information, including a wealth of data generated from trust deed records.

Listware for Salesforce is available for a $95 license fee which includes 50,000 credits applied to each of its various integrated data quality processes. Click here to purchase and download Listware for Salesforce; for more information call 1-800-MELISSA (635-4772).

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