One of the main challenges in our CRM was that we received a lot of new data from trade shows, from website contact forms, etc. but many of those contacts and accounts were already in our system. We struggled for 10 years with this process until we found snapADDY.
With DataQuality we found an extremly easy tool that saves us many hours of manual effort because DataQuality automatically
1) finds matching existing accounts and contacts with a sophisticated scoring logic ranking the most likely match at the top
2) shows which fields in the new information received differs from the existing information in our CRM and allows to quickly select whether we want to keep the old information or overwrite it with the new information.
The Outlook Addin is really useful too because it captures information from e-mail signatures and then suggests edits in the CRM system if new information is detected. The LinkedIn automatic capture also works well, but we don't use that as frequently.
We also decided to integrate snapADDY even deeper into Dynamics CRM and together with snapADDY consultants have developed a sophisticated logic to fully automate 1 or 2 where user interaction is now only required on less than 40 % of new contact information received saving even more hours of manual data review.
Overall we are very happy with snapADDY. The collaboration with their team works extremly well, the support is excellent and they are always open for feedback and new features. If CRM account and contact data quality is important to you, snapADDY DataQuality really is a no-brainer.
SnapADDY GmbH is a technology company specializing in developing innovative solutions for contact management and data capture. Based in Würzburg, Germany, the company offers products designed to streamline and enhance CRM processes by efficiently gathering and managing contact information. Their flagship products include tools for business card scanning, email signature extraction, and data enrichment that integrate seamlessly with popular CRM systems. These solutions aim to improve data quality and save time for sales and marketing teams.