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Microsoft Dynamics CRM DataService Jigsaw Ad

 

Microsoft Dynamics CRM DataService
This simple free add-on to the Microsoft’s Dynamics CRM xRM platform will immediately add the most valuable aspect to any Microsoft Dynamics CRM user’s sales, marketing, and service efforts contact data accuracy!
Microsoft Dynamics CRM DataService Microsoft Dynamics CRM DataService Microsoft Dynamics CRM DataService

Microsoft Dynamics CRM’s Free Built-in Data Service

See how correcting current Account and Contact data, working with cleaned and completed leads, and adding the most accurate new Contact and Account information available on-the-fly will improve your sales and marketing performance.

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Now from Microsoft CRM and CRM Outlook you can start with any professional’s name not in your CRM, find them, and add them . . . Plus their organization's full data . . . and the key-role associates full e-marketing information into Dynamics CRM on-the-fly. . . while in a meeting.

Determine your “best customers” profile and add all other companies in a determined geography . . . Plus several target-titles full e-marketing data into Microsoft CRM and launch your marketing campaign in the time it takes to eat a sandwich.

Overview:
Data Service Uses for Every xRM User
  • Microsoft Dynamics CRM DataService
    Sales can instantly clean and complete new leads for accurate and complete phone numbers,address, and web site URL’s, contact name, job title, and email address. And even get additional contacts and organization locations or parent structure – on-the-fly! The First 5 Lead “Clean” per Day are FREE!

  • Marketing can search for new prospects similar to your best customers and start campaigns with accurate data including email address and multiple contacts per account. Can a marketing department really operate with out this?

  • Your IT Department can maintain clean Account and Contact record data as changes occur – even fill-out contact breadth for improved sales and marketing support. Maintain data performance as a priority of your business.
    Microsoft Dynamics CRM DataService





  • Customer Service operational areas can expand on the Contact data used to service accounts – update organizational changes.

  • Everyone can research markets, industries, and target accounts. As well as update or expand data at the Account or Contact level on-the-fly.
    See the number of available Contacts for all your records and access them as needed.

  • Management will see true results and measure it through the Dynamics CRM tools they are used too. Free community-developed reports and report custom development are available to reach new levels of performance!

Details:
Built-in Features from the Free Easy-Loading Add-on . . .
The finest Data Service as an intuitive component of the fastest growing CRM / xRM platform!
  • Data Quality Analysis Dashboard across full dB

  • Settings allow fully windows intuitive CRM–standard graphical user-interface (GUI) settings

  • Automatically minds dB for Free Jigsaw Points

  • Works with small Jigsaw users or large offering Points or bulk services accounts – from Settings

  • Key data attributes are managed with ease. Your current records kept complete and accurate new contacts added – the breadth of Contacts within an Account can be tapped.

  • User security control and Data Service option flexibility – including trading existing records for new records. All for unparalleled budget control of quality marketing contact information.

  • Field breath of target size, revenue, and industry description data is available when and where you need it in your marketing and sales processes easily, and automatically.

  • The complete State-of-the-Art community-driven enterprise marketing data management as part of your CRM system . . . Finally!

Screen Shots:
The finest Data Service as an intuitive component of the fastest growing CRM / xRM platform!


Always accurate “Account” “Contact” and “Lead” data including email address . . . Plus the ability to add the most accurate NEW Accounts and Contacts on the fly . . .is the one absolute “Must” addition to Microsoft Dynamics CRM / xRM



Data Service Management Uses for Every xRM User

Microsoft Dynamics CRM DataService

Data Services features

Microsoft Dynamics CRM DataService

Data Service Registration

Registration of all CRM users is required for Data Services to function. Registration is free but is required to align CRM Users for potential Jigsaw use. CRM users Email address is required in the CRM. User record to be read here If any CRM Users listed below show the X status Use the “Update Registration” button to register any newly enabled CRM Users.

Microsoft Dynamics CRM DataService

Settings: Data Service Set-up

If you have a Data Service account(s) with Jigsaw.com enter the credential of any existing account which will allow all CRM users access according to their Data Service User Privileges. Or open a new account below and enter that chosen credential that is typically the administrator’s email address.

Microsoft Dynamics CRM DataService

Jigsaw Account Individuals Set-up

Individuals with Jigsaw accounts and Point credits may access their accounts through Dynamics CRM as there own or shared as needed by the Organization

Microsoft Dynamics CRM DataService

Settings: Manage User Data Service Privileges

Set CRM User individual privileges to allow Users to import or update Account and Contact records according to the needs of the individual, department, or organization. Account import and update is free of charge


Settings: Field-Level Record Addition Controls Page

This setting allows CRM Administrators to establish controls on new record additions to the CRM database from the Data Service. The settings include Duplicate Detection Criteria for recognizing and preventing duplicate record addition, as well as Company and Contact Addition Criteria which allows setting default value overrides for categorization and selection fields used in marketing and other segregation tasks. An example might be setting a field called Source to a value of “Data Service”.

Microsoft Dynamics CRM DataService

Settings Schedule Background Data Update Process Page 1

Data Service background functionality includes updating of basic Jigsaw database fields to the CRM database such as Jigsaw account/contact ID and record owner, this can be used in a batch to determine the “Quality” or “Fix” status where the data services has better information and “Available” Contacts to increase depth of CRM contacts. Subsequently these fields can be use to update CRM information automatically.

Microsoft Dynamics CRM DataService

Settings Schedule Background Data Update Process Page 2

Microsoft Dynamics CRM DataService

Settings Schedule Background Data Update Process Page 3

Microsoft Dynamics CRM DataService

Data Service Record Reconciliation

To assure that your valuable CRM Account and Contact records are as accurate as possible keep all CRM records matched to the Data Service. An Data Service Record Reconciliation menu indicates that a background process as determined that some records have more than one possible match and require your manual intervention to finalize the reconciliation process. The list below on the left are Company records that have more than one potential match in the Data Service. Work down the list on the left by selecting the correct match or "No Match" on the right.

Microsoft Dynamics CRM DataService

Data Contribution for Data Service Page

This is a valuable batch process function for Jigsaw users relying on “Point” credits for their CRM data service. This function compares CRM Accounts to Jigsaw accounts, which is a free function, to determine any CRM Accounts NOT in Jigsaw so that they can be submitted to Jigsaw. An assumption is made that if the Account is new to Jigsaw then all CRM Contacts for that Account are new also and can be contributed to Jigsaw to earn credit. Upon running this batch process an email will be sent with attachments of .csv files called “New Data Service Accounts” and “New Data Service Contacts” and instructions for uploading or sending these to Jigsaw to process for credits.

Microsoft Dynamics CRM DataService

Settings Purchase Data Service Contacts Page

For additional “Contacts” click the appropriate order button below. To add Contacts for Accounts that you added to CRM for free from the Data Service, adding “Contact” breadth to work with more individuals at your customers, or just bringing your older “Contact” information up to date can be done simply by purchasing a number of contacts that fits your needs below. Note the three (3) Monthly and 3 Annual quantity options."

Microsoft Dynamics CRM DataService

Data Service Quality Analysis Page 1

Data quality monitoring can be viewed for the current and historic numbers against the Data Service to understand quality ratings of OK - Matches Data Service, Fix -Needs Update, NA - Not Available in the Data Service - or Not Reconciled to the Data Service where potential matches needed to be verified. Additionally Data Statistics that include the number of new Accounts, Contacts and Leads as well as total record count and breakdown analysis

Microsoft Dynamics CRM DataService

Data Service Quality Analysis Page 2

Microsoft Dynamics CRM DataService

Data Service Quality Analysis Page 3

Microsoft Dynamics CRM DataService

Data Service Quality Analysis Page 4

Microsoft Dynamics CRM DataService

Account View with Data Service Quality and Availability Columns

Microsoft Dynamics CRM DataService

Add Company Search Page 1

Microsoft Dynamics CRM Add Contact

Add Company Search Page 2

Microsoft Dynamics CRM Add Contact

Add Company Search Page 3

Microsoft Dynamics CRM Add Contact

Add Company Search Page 4

Microsoft Dynamics CRM Add Contact

Add Company Search Page 5 Results before Upload

Microsoft Dynamics CRM Add Contact

Add Contact Search Page 1

Microsoft Dynamics CRM Add Contact

Add Contact Search Page 2 Results before Upload

Microsoft Dynamics CRM Add Contact