Trillium Software Delivers Data Quality Software for Microsoft Dynamics CRM

Microsoft Dynamics CRMTrillium Software, A Harte Hanks Company and a leading global provider of data quality solutions, today announced new enterprise-class data quality and enrichment features for Microsoft Dynamics CRM. Trillium for Dynamics CRM enables customer relationship management (CRM) administrators and users to achieve an accurate, complete and single view of their customer data as part of on-premise and Cloud-based data quality operations. Trillium’s integration supports Dynamics CRM Online, as well as 2013 and 2015 deployed on-premise.

The quality of customer data is extremely critical to the actual success and adoption of any CRM initiative, particularly for organizations that have made CRM the focal point of their customer-facing processes. A November 2014 Forrester Research report noted that “high quality data, when used effectively, can provide that elusive single view of a customer — a fundamental element to enable companies to deliver good customer experiences and realize revenue gains from doing so. This goal is increasingly urgent to tame the rising tide of customer data generated via the explosion of communication channels and touchpoints.” The analyst firm further noted that data quality is essential to that view and that “improving and sustaining customer data quality needs a two-pronged approach that leverages the strengths of a CRM application with the strengths of data quality solutions.” CRM environments have fragmented or non-existent data quality management rules and standards, but data quality solutions “allow organizations to centrally define and manage automated data quality services.”

With Trillium, organizations gain a far more accurate and complete view of their prospects and customers. In addition, Trillium delivers these data quality services within the Dynamics CRM interface, providing an intuitive and consistent interface experience for end users and administrators.

“CRM investments represent a strategic commitment, and Trillium Software helps organizations harvest the value of that investment. Sales, marketing and customer service professionals depend on accurate, up-to-the-minute data,” said Keith Kohl, vice president, product management at Trillium Software. “An organization cannot commit to CRM and at the same time neglect the quality of customer data. With Trillium Software, organizations can rely on their data to provide an accurate view of the customer and be assured that it will help nurture existing relationships and enable deeper engagement with potential new clients.”

The Trillium for Dynamics CRM solution helps organizations analyze, validate, correct and enhance existing customer data, as well as data imported from marketing activities or third party providers. Dynamics CRM users can verify and validate email records, verify addresses, link contacts and accounts, update leads and contacts, and enrich their data with third party information. This release introduces a new architecture for batch data cleansing operations, together with sophisticated multi-field record matching capabilities. These capabilities will address the requirements of both cloud deployment models as well as enterprises with large volumes of customer records. As Microsoft Dynamics CRM achieves greater penetration within larger enterprises, such capabilities will prove essential to customer success.

With data quality capabilities for Microsoft Dynamics CRM, large enterprise customers can:

  • Validate – Automatically ensure record fields are accurate, and assess inbound records for completeness, data placement, and structure against data libraries.
  • Verify – Global address and location data is verified and accurate.
  • Enrich – Enhance, enrich and append customer data, email records to help Dynamics CRM users more clearly understand their customer and prospect needs.
  • Correct – Automated data corrections on the fly as well as latitude and longitude appends.
  • Match and Auto-merge – Identify and automatically merge or de-duplicate customer records to ensure data is more complete, impactful and accurate.