NAVIGATION

CRM migration and data enhancement

Looking to migrate one or more database instances into a CRM?

A CRM migration strategy that starts with the end in mind, combined with an experienced data partner will drastically reduce the risk of a wasted investment of time and money.

Cleansing, enhancing and consolidating data sets with matching rules, based on your goals and business needs, will ensure that future sales, operations and marketing efforts are built on a solid foundation of data.

With 18 years+ experience across Australian business and consumer databases, Dataphoria partner with our clients to provide a trusted service throughout this critical time.

Unrivalled access to Australian business and consumer data elevates our validation and enhancement offering.

Leveraged business variables include:

  • Business size (by employee number / annual revenue)
  • Industry (using standardised / bespoke classifications)
  • Decision maker names and job titles
  • Buying preferences and timings
  • Contact points: telephone number / email / address (including DPID / GNAF)
  • Social Media ID
  • Business age
  • ABN
  • Business ownership

Consumer variables include:

  • Contact points: telephone number / email / address (including DPID / GNAF)
  • Household income / wealth indicators
  • Age
  • Property value and inclusions
  • Marital status
  • Aggregated credit risk
  • Director – Yes / No

Solutions will be built on demand and according to your requirements

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Contact us online or call us today on 1300 537 787 to find out how we could assist you.

Download our CRM Migration case study: 

CSR – migrating 6 Microsoft Dynamics databases into 1.

Click the image to download the full case study.

The client had inherited a wide array of siloed CRM systems, accounting for some 950,000 contact records and 600,000 customer account records across 6 different databases. Many of these siloed systems had customers in common, and some of them took in streams of additional information from existing ERP solutions. In some cases, this resulted in an enormous number of duplicates across the whole organisation—for example, in one instance, over 1500 duplications of what was suspected to be the same individual record had accrued over time.

CSR wanted to identify which records were duplicates and to consolidate these systems in the pursuit of coming as close as possible to a single, unified view of each customer. This single customer view would then be foundational to marketing campaigns, business intelligence and more focused strategic capabilities for the company’s future.

They needed to engage a data partner who would be capable of taking on such a complex project with many moving parts and stakeholders. They also needed a data partner who would be flexible enough to take on any unforeseen challenges that might crop up in the process.

Dataphoria notification statement

Dataphoria notification statement:Where data is received through this website, it will be used in relation to the purpose for which it was provided only, which may relate to:

Data is only disclosed by Dataphoria to third parties where they have a valid reason for receiving the data

Based on some of the activities carried out by Dataphoria and our client, Dataphoria may from time-to-time disclose personal data to a party that is overseas, where it is reasonably required for the related purpose.

The countries in which these recipients are located may include New Zealand, America, The United Kingdom, Singapore, Hong Kong, Japan, China, Dubai and other countries, where this is required. Dataphoria take reasonable steps to ensure the related overseas entities do not breach the APPs.

Dataphoria have taken reasonable steps to implement practices, procedures and systems relating to our functions and activities that will help to ensure that Dataphoria, our suppliers and our clients comply with all Privacy and related Acts and that we will be able to deal with enquiries or complaints in relation to our compliance.

Dataphoria take reasonable steps to protect the personal data we collect from misuse, interference and loss and to protect it from unauthorised access, modification or disclosure.

When Dataphoria no longer require data we take reasonable steps to ensure that we destroy or de-identify the data.

Data is held securely by Dataphoria for the purposes it was provided by the related third parties until such time that it is no longer reasonably required. As individuals contact Dataphoria to request suppression from our databases and those of our related suppliers, this time period may be quite long. This allows for suppressions to occur when a related request is made. It also enables us to help our clients to restrict the frequency with which they contact individuals regarding their services.

Data held may include, from time-to-time, both personal and sensitive information, where the data is reasonably required to carry out our activities and where the data has been provided to us in such a way that the provider has warranted that they have not breached the Privacy Act 1998 (Cth) or the APPs in collecting or passing on the information.

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Our full Privacy Policy is available here on this website or in soft or hard copy, where an individual provides related contact details. There will be no charge for the provision of a copy of this policy. Should you have any questions regarding privacy, please contact us directly.