The challenge
The challenge for many MS/CRM implementation is in the initial set up of the CRM system. Significant effort is often needed in cleansing and restructuring the source data, ready for the CRM bulk load process. Typically the data source in legacy system is incomplete, data unstructured, or data incorrect. The process for cleansing and re-structuring the data could be a labour intensive exercise. Without automation technology, this often causes delays in CRM roll out.

In other circumstances, an existing CRM implementation may have incomplete data or duplicates. Often relationships (household, company subsidiary, contact in accounts) are often hidden in the system.

DQM/CRM migration tool
DQM/CRM migration is a purpose built data matching system purpose built for Micsrosoft/CRM. It will automate the data cleansing and data migration process, providing a smoother CRM migration or implementation project. It has sophisticated parsing, fuzzy matching capabilities; name verification using common name reference list and address validation using Postal Address reference file. It can be tailored to the data quality finger-print of our source data.

Functions
With DQM/CRM Migration, you can cleanse, repair and prepare the source data before it is integrated into MS/CRM. DQM/CRM

• Parse and restructure contact in title, name, surname, initial
• Validate name spelling against common name list
• Repair salutation and gender code based on validated names
• Parse address lines into address components
• Verify address against Postal Address reference
• Repair zip code, county, city, street address
• Verify phone std and area code against address
• De-duplicate contact and accounts
• Match individual into householder
• Build company subsidiary and organisation hierarchy
• Build Contact/Account relationships
• Convert or repair code values
• Insert default values based on business rules
• Append Standard Industry classification code

DQM/CRM migration
DQM/CRM migration is an end to end solution. It uses a combination of DQM technology and consulting services to deliver you an source to Microsoft/CRM solution. Typically we profile and examine the data quality of the source data, consult with you on the detailed mapping rules, configure DQM to cleanse, correct and match data, and deliver a Microsoft CRM system populated with cleansed data ready for production.

Pricing
The cost of DQM/CRM data cleansing is based on a sliding scale of source data record volume, ranges from 20 US cents to 50 US cents per record.