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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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

Screenshots View All

Screenshots View All

Integrations

Microsoft Dynamics 365
Salesforce

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

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