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

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

3. 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
– new or alternative
Fill the Gaps

4. 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 new marketing managers in manufacturing available that the client doesn't have. (see slide 14 example)
Net Prospects

5. 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

6. 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

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

8. 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

9. Simple Interface – Step 3 Match

10. 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

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

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

13. 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

14. Download Net Prospects
When a client file has been matched, targeted net prospect pools are automatically created in the counting system. The pools are profiled using the results of the Z-score analysis. The user can simply select a targeted prospect pool and download it.
Download Net Prospects

15. 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