Match – Audit - Append Takes monetizing your data assets to a new level

How you help your customer Enhance their CRM with improved business intelligence Provide channel appends such as phone and email alternatives Provide new contacts within their client organisations Provide profiles for prospect selection How you help your customer

Any attribute on the Universe can be appended to a client file in minutes Demographics Turnover Employees Industry Job titles Channel Addressing – improve deliverability Phone – new or alternative Email – new or alternative Fill the Gaps

Matches are automatically added to Prospect Creator enabling profiling and selection of net prospects. This enables the sales users to quickly profile the results against the Universe. The profiling can be used in combination with exclusions to easily identify similar net prospects. For example it may be that the profiling of a match job identifies that the client has 106 marketing managers in manufacturing on their file. The sales user can immediately identify that there are 11533 new marketing managers in manufacturing available that the client doesn't have. (see slide 14 example) Net Prospects

The Problem We Solve Data matching is complex Its an IT department job but they are over-stretched Turn-around can be days, limiting productivity and missing opportunities CRM files are often multi-national Audit reports take time to create but customers often expect them for free The Problem We Solve

In just 3 steps, anyone can create a comprehensive report for a client in minutes with minimal training. Sales can be talking the client through the audit the same day as the client sent the file. Rapid turn-around means sales can quickly be helping clients with enhancement opportunities, making the clients more reactive to their market The Solution

Simple Interface – Step 1 Upload File Users upload the client CRM file in Excel or CSV format Simple Interface – Step 1 Upload File

Simple Interface – Step 2 Map File A simple screen previews the file allowing the user to map the incoming file Simple Interface – Step 2 Map File

Simple Interface – Step 3 Match

The user screens update automatically as the process runs, so the user always knows what’s happening Live detailed status is 1 click away Real-time reporting

By default only the safest matches are returned, however advanced QA functionality allows results to be optionally reviewed Comprehensive QA

Provides the client with clear information on what gaps can be filled in their CRM file Demographics – turnover, SIC etc. Emails and phone numbers Job titles Provides the client with clear information on what prospects you can supply by channel and/or demographic Postal Phone Email Audit Report

Pick the information to append Once the client has decided what gaps they wish to fill. The user simply checks the required items and downloads the enhanced file ready to forward to the client. Pick the information to append

Net Prospects - example Select the relevant match job Profiling by job function shows 106 marketing contacts Exclude the matches Select 11533 net marketing contacts available Net Prospects - example

Further monetize your data assets by offering valuable CRM enhancements No IT resource needed – sales users can do it all Improve productivity – if you already offer audits, increase throughput without overloading IT Increase prospect data sales High ROI – deliver high value added with competitive cost of ownership. Results feed directly into Prospect Creator + for instant profiling and “More Like This” data upsell. Bulk processing capability – clients that require regular enhancements of large files can use the FTP option to automate the processing Benefits