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Description
DQ For Dynamics offers a comprehensive solution for managing data specifically tailored for MS Dynamics CRM users. It is designed to ensure that the customer data you rely on is both reliable and accurate. This software caters to Dynamics 365 users and CRM administrators, particularly when the standard Dynamics tools fall short and additional support is necessary. DQ for Dynamics integrates seamlessly with Dynamics 365, streamlining the process of cleaning and consolidating CRM records to create a unified view of your customers, making your data more suitable for business applications. With this solution, you can significantly cut down on the time spent reviewing duplicates—up to four times faster than the standard merge review process. The platform allows you to easily configure rules and manage duplicate records through an intuitive multi-record review interface. By enhancing the efficiency of your marketing initiatives, sales monitoring, and comprehensive reporting, DQ for Dynamics addresses underlying issues to facilitate effective segmentation of your CRM data and improve overall data management outcomes. This results in a more coherent strategy for leveraging customer insights across your organization.
Description
Detect and eliminate duplicate contacts, companies, and deals across various fields while efficiently merging them in bulk. This process includes generating CSV reports, establishing adaptable criteria for determining the master record, a preview feature, and automation capabilities. Enhance personalization efforts by standardizing job titles, addresses, industries, and other text fields. Utilize consistent data to segment and initiate targeted marketing campaigns. Import data from CSV files using predefined templates and flexible update options to prevent the creation of duplicates or the loss of critical information. Prioritize cleansing the data prior to importation by identifying and rectifying incomplete, incorrectly formatted, or inaccurate entries. Eliminate redundant data, fake email addresses, invalid phone numbers, and other erroneous information. Perform bulk updates on records and fields through various functions, such as converting names to proper case, removing excess whitespace, and formatting phone numbers. The easy ETL process allows for a comparison of CSV files against existing records in your database, aligning rows to records based on any specified field(s) to uncover both matches and gaps in your data. This approach eliminates the need to export to CSV and struggle with complex VLOOKUP operations, IDs, and SQL queries, thereby streamlining data management significantly. With these tools at your disposal, maintaining clean and accurate data becomes a more manageable task.
API Access
Has API
API Access
Has API
Integrations
Adobe Marketo Engage
HubSpot CRM
HubSpot Customer Platform
Intercom
Mailchimp
Microsoft Dynamics 365
Microsoft Power Apps
Pipedrive
Salesforce
Zendesk
Integrations
Adobe Marketo Engage
HubSpot CRM
HubSpot Customer Platform
Intercom
Mailchimp
Microsoft Dynamics 365
Microsoft Power Apps
Pipedrive
Salesforce
Zendesk
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$5 per month
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
DQ Global
Founded
1997
Country
United Kingdom
Website
www.dqglobal.com/products/dq-for-dynamics-home/
Vendor Details
Company Name
Insycle
Founded
2016
Country
United States
Website
www.insycle.com
Product Features
Data Quality
Address Validation
Data Deduplication
Data Discovery
Data Profililng
Master Data Management
Match & Merge
Metadata Management
Product Features
Sales Force Automation
Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management