CRM data analysis, clean-up, conversion and reporting
Understand and fix your CRM data before importing it into popular applications. We can extract and report most SQL databases (ACT!, GoldMine, Salesforce, Dynamics) into easy-to-read and edit Excel workbooks.
- CRM Data Analysis. Find out if your data is meaningful. Tempest can show your data in easy-to-understand data tables in Excel. We can join data from multiple tables and SQL data sources. Also see if it will fit the new system’s format?
- Clean-up. Sloppy data entry can be undone. Conform your data to new standards for company and contact names. Eliminate duplicates. Append demographics and correct addresses. Establish a process to use with the new system to keep it clean.
- Conversion. Only bring over useful contacts based on history, notes and e-mails. Not all data from your legacy system belongs in the new system. Can historical data help business development reps achieve better results?
- Reporting Services. Extend the life of your existing or new system by understanding and refining your sales and business development processes. Learn where to setup control points to get the most out of your CRM database.