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Description
D&B Optimizer effectively eliminates inaccurate data, ensuring that sales professionals who rely on their CRM can operate at peak efficiency with accurate and current information, leading to precise targeting and significantly enhanced customer experiences. This not only fosters a more satisfied and successful sales team but also streamlines the process of identifying high-potential prospects and engaging target markets. As a secure, cloud-based solution, D&B Optimizer enriches your marketing and sales databases, featuring sophisticated analytics and seamless integration capabilities with platforms like Salesforce and Microsoft. By optimizing both existing and newly gathered data, it empowers businesses to achieve better segmentation and targeting, thereby accelerating overall growth. Maintaining up-to-date data remains a significant challenge for sales and marketing departments, with studies indicating that a staggering 91 percent of CRM data may be incomplete and that around 70 percent deteriorates each year. Consequently, utilizing D&B Optimizer can be a game-changer for teams striving to keep their information accurate and actionable.
Description
XL-Connector offers a seamless solution for extracting data from Salesforce, allowing users to manipulate it in Excel and effortlessly upload it back with a single click—eliminating the need for cumbersome CSV files while providing the full suite of Excel's powerful features such as pivot tables, charts, formulas, and lookups. Retrieving updated data from Salesforce.com is remarkably straightforward; simply hit the “Refresh” button, and your data will be instantly current. After making your desired changes, you can send the edited information back to Salesforce with just one click. Additionally, if you manage multiple logins, XL-Connector conveniently stores them, making account switching a breeze, with no restrictions on the number of Salesforce.com organizations you can connect to. Once installed, simply navigate to the XL-Connector tab in your Excel ribbon, log in using your Salesforce ID, and select “Reports”—it truly takes less time to display your real-time data in a familiar Excel interface than it does to describe the process. This efficiency not only saves time but also enhances productivity by integrating Salesforce data directly into your workflow.
API Access
Has API
API Access
Has API
Integrations
Microsoft Dynamics 365
Salesforce
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$99 per year
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
D&B Optimizer
Country
Sweden
Website
www.dnb.com/en-gb/products-and-services/db-optimizer/
Vendor Details
Company Name
Xappex
Founded
2013
Country
United States
Website
www.xappex.com/xl-connector/
Product Features
Data Quality
Address Validation
Data Deduplication
Data Discovery
Data Profililng
Master Data Management
Match & Merge
Metadata Management
Sales Intelligence
CRM Integration
Data Cleaning
Data Enrichment
Data Import/Export
Data Mining
Data Verification
Email Integration
Lead Scoring
List Building
Performance Management
Pipeline Management
Predictive Modeling/Analytics
Prospecting Tools
Reporting/Analytics
Sales Forecasting
Product Features
Integration
Dashboard
ETL - Extract / Transform / Load
Metadata Management
Multiple Data Sources
Web Services