Marketing & Sales

CRM Connector

A complete, up-to-date and standardised view of core account data to power sales, marketing, analytics, and customer experience programmes

Quality, Global, Structured Data in Your CRM

CRM Connector enables a complete, up-to-date and standardised view of core account data to power sales, marketing, analytics, and customer experience programmes.

Off-the-shelf integration of D&B Direct into Salesforce and Microsoft Dynamics 365

Identify duplicates before you create new accounts or contacts

Create new validated and standardised accounts with minimal data entry using Dun & Bradstreet’s global database

D&B identification, firmographic, and hierarchy data can be used to drive effective sales and marketing programmes

Display related accounts in a family tree and see whitespace opportunities

Choose from daily, monthly, or quarterly account refresh options to always have the latest information on hand

How It Works

First, we match and enrich your existing CRM universe, flagging out of business records and assigning D-U-N-S Numbers^© as unique identifiers. Once D&B data is loaded into your CRM, identification and firmographic data is available immediately to support your business, in addition to family hierarchy information showing where you're currently doing business - as well as where you're not. The D&B CRM Connector keeps data clean by ensuring any new accounts are consistent and checked for duplicates, whilst refreshing existing accounts on a regular basis.

You can further extend the value of your CRM with D&B's advanced analytic insight into the propensity and buying readiness of prospects, news, and sales triggers and risk scores.

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