sugarcon 2013: data management & spatial intelligence from the cumulus clouds to your crm

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Data Management & Spatial Intelligence from the Cumulus Clouds to your CRM Dennis Pham, Principal Solutions Engineer Scot A. Laudicina – Director, Strategic Alliances

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Data Management & Spatial Intelligence from the Cumulus Clouds to your CRM

Dennis Pham, Principal Solutions Engineer Scot A. Laudicina – Director, Strategic Alliances

So why is data management important?

•  Data is the raw material of information

•  Accurate information underpins good business decisions and smooth running processes

•  Existing data is often reused to fulfill new business requirements

Business Operations

…Information & Insight is based on Data

Decisions are based on Information and Insight

Business Challenges

Why do we have so much returned mail?

Our services response units are inneficient

Who is the customer on the phone?

Why are we getting audited?

I cannot get a single view of my

customers

The data in our Data Warehouse

is not reliable

My response rate is less than 1%, why?

…it affects every department

Why are we getting duplicate

statements?

Bad Data leads to bad decisions

Bad data in one system is like a virus….

…. It spreads to the other databases

Name John Smith Henry R. White Dr. Andy Brown Steve D. Brook, Jr.

Title First Middle Last Suffix John Smith Henry R. White

Dr. Andy Brown Steven D. Brook Jr.

City Ny New York N.Y. NY

City New York New York New York New York

Normalization

Normalization: Benefits

•  Standardize data for a uniform customer experience •  Generate consistent communications •  Pre-populated industry terms makes it easier to set rules •  Consolidates standards and dictionaries into a single platform •  Creates structured data which enhances identity resolution

Global Name Recognition

Global Name Recognition: Benefits

•  Recognize name elements across cultures •  Enhance customer experience •  Improve identity resolution and de-duplication •  Improve target marketing with gender and ethnicity identifiers •  Improve collections and searches through name variation

generator

Global Address Verification

Pitney Bowes 4200 Parlament Lanham MD

Marcus Enger 21 Mainzer Street Koeln, Germany

Japan〒192-0993東京都八王子市6-11子安町

Pitney Bowes 4200 Parliament Pl, Ste 600 Lanham, MD, 20706-1852

Marcus Enger Mainzer Str. 21 50678 Köln, DE

6-11 SHIMOHONDA KOYASU-CHO HACHIOJI-SHI, TOKYO-TO 192-0993, JP

Global Address Verification: Benefits

•  Increase customer satisfaction •  Faster, more accurate data capture •  Validate quality at the point of data entry •  Minimize errors and streamline downstream processes •  Improve deliverability of goods and communications •  Increase opportunity to match/enrich customer data

Data Matching

A B C D C B A B A D B B C A

A B C D

Original Data Duplicates Removed

De-Duping

De-duping: Benefits

•  Gain a single view of your customers, products and locations •  Consolidate records to eliminate duplicate efforts •  Synchronize data across disparate business units and

systems •  Improve business processes up-front •  Enhance customer experience •  Enable information sharing

Spatial Intelligence

690 Flatbush Ave, West Hartford, CT 06110

Spatial Intelligence: Benefits

•  Put relationships in context •  Establish a permanent location record •  Reduce risks and make better decisions •  Enable spatial analysis

Thank You

www.pb.com/software