Directories ETV Connect

Master Data Updated Daily from the Phone Book in the CRM

Directories ETV Connect Directories ETV Connect

Master Data Updated Daily from the Phone Book in the CRM

Initial situation

Continuos updates of address data in your CRM is an important aspect for optimizing the CRM data quality.
Directories ETV Connect is an adapter which allows the usage of the Swisscom database to update or extend the information of e.g. your Accounts and Contacts in Microsoft Dynamics CRM upon creating as well as updating such Entities and greatly enhances your efficiency while providing increased data quality.
Directories ETV Connect is the solution for the following questions:

  • How to keep the always growing amount of customer data up to date
  • How to reduce high costs caused by bad address quality on e.g. print works, logistic and cancellation of orders
  • How to optimize the time-consuming, expensive and mind numbing routine work of updating customer data

Requirements

The AddOn supports the data source directoriesDATA. Data access to directoriesDATA is mandatory.

Objectives

    • Reduce data management costs
    • Increase the quality and currency of your customer master data
    • Save print and logistics cost
    • Increase the response rate for post mail
    • Maximum customer service and acquisition success
    • DirectoriesDATA offers the latest address data using the up-to-date web service: Directories ETV Access

    Benefits

      • Enables efficient management
      • Ensures high data quality of the master data of Microsoft Dynamics CRM
      • Automatic interface to Directories ETV Access
      • Costs:  Data utilization in CRM
      • Contract and cost, please see Directories ETV Access

      Functionality

      Quicker capture of new companies & contacts in the CRM

        • In the contact screen enter one or multiple criteria for a new company or for a new contact, for example, a phone number.
        • Next, click the "enrich" button at the top of the screen. If your entry is unique, all attributes available via the data source are displayed on the screen.
        • If there are multiple matches for the criteria entered, then these are displayed and the correct entry can be selected.

        Update companies & contacts at the click of a button

        • In the company screen of the CRM system click the "enrich" button and the company address is updated. Any missing information based on the electronic phone book are filled and completed.
        • The same action in the contact screen fills and completes the contact's private address.
        • If the company or the contact could not be uniquely identified due to the details already stored in the phone directory, then a search result list is displayed in which you can select the relevant record.

          enriched contact form

          DataQualitySourcePlatform (DQSP)

          The AddOn "Directories ETV Connect" is one of several possible adapters for the DataQualitySourcePlatform. More adapters are available, please refer e.g. to D&B CRM Connect.

          Additional Information

          No documents available

          Always the adapted AddOn version!

          The Software Assurance ensures smooth and trouble free running of the AddOns. Profit from always up-to-date technology updates, like new versions of Microsoft Dynamics 365, functional updates and patches.

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          Prices

          AddOn EtvSuite
          Server license < 51 User 1900 CHF
          Server license < 101 User 2850 CHF
          Server license < 201 User 3800 CHF

          Annual Software Assurance is 18% of the license price

          In case your CRM has a higher amount of users or you would like to receive an individual offer, please contact us directly.

          Releases
          Version 7.2.1
          Date of publication
          Language * DE / EN

          * Additional languages can be provided on request