ActivePrime's CRM Data Quality Solutions

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1 Data Quality on Demand ActivePrime's CRM Data Quality Solutions ActivePrime s family of products easily resolves the major areas of data corruption: CleanCRM is a single- or multi-user software license that cleans and dedupes large volumes of records in a single work session. For batch cleaning and deduping Within the CRM System Upon Import and Within CSV files CleanEnter Real-Time duplicate detection and a CRM fuzzy record search. CleanEnter is integrated into your CRM for immediate detection and prevention of the duplicate record. CleanMove for CRM Migration is the turnkey data processing service that engages cutting edge technology to prepare data for a seamless, efficient data migration project. Professional Services for complex data issues that need immediate & fast resolution. Professional Services deploys our technicians for the customized project management of your data cleansing or migration project tailored to your needs and deadline. ActivePrime solutions integrate seamlessly with Oracle/Siebel CRM On Demand A year ago we started using a CRM system without a lot of planning for it, and within several months were finding 3 and 4 copies of various accounts each with some information in them. ActivePrime's CleanCRM initially helped us identify all of our duplicates and clean them up. After having tried the system for a month, we realized how valuable it was not only for clean up, but for on-going maintenance in keeping new duplicates from getting in to our system. We bought the system and have been using it faithfully ever since. Research Analyst The technology behind ActivePrime's CleanCRM is way ahead of other applications of its type. Couple that with their easy-to-use wizard interface and the application is clearly best of category. CRM Practice Manager Just a Few of Our Satisfied Customers...

2 Features 1. Real-time Duplicate Detection at Data Entry 2. Data Quality Protection for Contacts, Accounts, Leads and Lead Conversion 3. Advanced Fuzzy Matches Find Wide Range of Errors and Tricky Duplicates Announcing Real-Time Duplicate Detection Embedded in Oracle/Siebel CRM On Demand 4. Optimized additional Search feature to find Inexact or Fuzzy record matches in the CRM system Real-Time Duplicate Detection of Accounts, Contacts & Leads upon Entry! Benefits ActivePrime brings its trusted, top-notch data cleansing software into real-time, with its solution perfectly engineered for the On Demand world. 1. Next Generation Technology: High speed algorithms search and analyze the CRM data on the spot. 2. Immediate Results: Users can immediately review existing data and confidently create a new, unique record. 3. Instant User Experience: No software to learn just advanced technology at work with data entry! 4. Integral Part of Oracle/Siebel CRM On Demand: Clean data is just a click away, ActivePrime s CleanEnter is embedded right in the CRM. Copyright 20 ActivePrime, Inc. All rights reserved.

3 ActivePrime Search fuzzy search engine power up your CRM Search! Find records immediately that you couldn t find before. Features 1. Powerful Fuzzy Search Engine to find your records faster 2. Nickname aware smart searching 3. Intelligent search looks automatically at Accounts, Contacts and Leads 4. Powerful Algorithms even find unusual spellings 5. Error Independent find your record regardless of misspellings and typos in the data or in the search Benefits Affordable improved searching from ActivePrime 1. Boose your Sales force Automation (SFA) move faster, close more deals 2. Instant Access Embedded into Oracle CRM On Demand 3. Imprecision Proof User doesn t need to know exact spelling to find their record 4. Enhances Sales Speed and data retrieval by over 50% never search more than once! Copyright 20 ActivePrime, Inc. All rights reserved.

4 Breakthrough Data Quality Solutions Work Smarter with Your Customer Data Companies that rely on accurate customer and lead data choose breakthrough data quality solutions from ActivePrime to save money, time and aggravation. What puts ActivePrime s CleanCRM ahead of the rest is a cutting edge, patent-pending Data Conditioning Framework. Unlike less advanced systems, CleanCRM leverages a sophisticated data conditioning engine that identifies and cleans duplicate, incomplete and erroneous information not just within the CRM system, but also on new files before they are imported. Data quality managers work smarter not harder with CleanCRM. Use ActivePrime CleanCRM when you need to: 1 Cleanse and de-dupe while importing 2 Verify, fix, enhance, and standardize messy CRM data 3 Append data from external commercial data sources 4 Compare and correct data against a master directory Maximize Sales Efficiency with ActivePrime CleanCRM Have you ever had a sales rep search for a company in the CRM system, find multiple records, and have no idea where to put notes? CleanCRM can help. Our clients estimate they save the average sales rep one to two days a month over manually merging their contacts -- while also dramatically improving accuracy. Saving time and having correct pipeline and forecasts are invaluable productivity enhancements. CleanCRM is an efficient, affordable, yet highly scalable utility that enables our business to more accurately measure and achieve success. -Time Warner Cable Commercial Services Get Started Quickly and Easily CleanCRM is the complete solution for maintaining data quality. Plus, it s easy to use: ActivePrime CleanCRM s wizard-based user interface was designed for marketing professionals, and deep technical expertise is not necessary to get up and running. The software seamlessly integrates into Siebel CRM OnDemand. Data Quality Applications: Understanding the Differences What questions do I ask to evaluate a data quality solution? 1. How do you correct city and state misspellings, such as anda clarita, calli to Santa Clarita, CA? CleanCRM automatically corrects city and state spellings. 2. How do you blend together data from different fields into one correct record without losing important information? CleanCRM can take dozens of duplicate records and funnel the key information into one best record, which you approve. 3. Are you able to match typographical errors such as Pharmaceutical and harmaceutic? CleanCRM uses a combination of patent-pending algorithms to catch such tricky representations. Siebel_ActivePrimeCleanCRM_DataSheet_ pdf

5 Breakthrough Data Quality Solutions How ActivePrime CleanCRM Works Step 1 Choose the Path that Works Best for YOU and Your Users CleanCRM gives you the flexibility to decide the sequence of events you follow while cleansing your data, eliminating user confusion and error: Import a CSV File, Standardize It, AND De-Dupe It Against Your CRM System ALL IN ONE STEP: other applications force you to pollute your database with dirty data and then clean it up. In a seamless process, CleanCRM cleans first, then merges, keeping problem data out of your CRM. Standardize and De-Dupe Your CRM System or Independent CSV files CleanCRM can be used on a regular basis to keep your CRM in top shape. CleanCRM will also run on Excel files and other CSV data outside of your CRM system. Extend the Power of Your Database by Integrating 3rd Party Data Add data from a reference source by simply matching your CRM data using similar matching, no hassle with IDs required. You can choose to update words, fields, or entire records. Step 2 Cleanse the Disruptive Data in Your CRM Step 3 Customize How Your Duplicates Are Matched Step 4 Take Control of Your Data Down to the Field Level and Prevent Data Loss With CleanCRM s breakthrough formatting and standardization technology, your data is quickly and professionally cleansed: Address Fields Are Formatted and Verified Make your mailings more cost-effective. Insert correctly spelled city and state data. Verify and update zip codes. Put Address 1 and Address 2 data in the appropriate place. Find spelling errors. For example, Suite 25, 1 Main St. Granville, Massachusetts, United States, 1034 becomes 1 Main St, Suite 25, Granville, MA, USA Enrich data CleanCRM comes with postal data as part of the package so if a Zip code is missing, it will automatically populate. Professionalize Ensure that mailings and other customer-facing communications look professional with formatting corrections: JANE smith becomes Jane Smith Apply Contextual Intelligence Standardize the spelling of Top 1000 Company Names: ADM becomes Archer Daniels Midland With CleanCRM, you re in control of your own duplicate matching options. For example, you can: Use Advanced Logic Incorporate AND statements as well as OR statements all without having to write queries Find Similar Matches Use powerful algorithms to find tricky SIMILAR matches like Mancy and Nancy Match Nicknames Becky and Rebecca, or Dick and Richard Match Intelligently Go to the root of the data and find matches like The Sports Authority and Sports Authority, 7th Heaven and Seventh Heaven. CleanCRM lets you preview and customize changes to your data at the field level before merging. Because CleanCRM automatically does the merge, users avoid having to write custom scripts to import their new lists. Duplicate # First Name Address 1 Phone Number Fax Number 1 Bill William 1 Main St Final William 1 Main St You can choose how to blend together data from your duplicate records. Unlike basic de-duping applications, CleanCRM will preserve data from merged fields, not delete it. All activities, notes, and other related objects are transferred from the duplicates before they re merged. To learn how your company can work smarter with your data sales@activeprime.com. Siebel_ActivePrimeCleanCRM_DataSheet_ pdf