One customer record, not five versions of it.
Connect CRM, website, support and finance data with clear ownership per field, so the record people trust is the record they use.
Field mapping and ownership rules
Two-way sync where appropriate
De-duplication
Migration of existing records
WHAT YOU ACTUALLY GET
What this includes.
- Field mapping and ownership rules
- Two-way sync where appropriate
- De-duplication
- Migration of existing records
HONEST SCOPE
Is this the right thing to buy?
GOOD FIT WHEN
Sales, support and finance each keep their own version of the customer.Tell us what you are trying to fix.
A sentence or two about the problem is enough to start with. We will tell you plainly whether this is the right next step, or whether something else should come first.