Maximizing the Value of Customer Data
Fully leveraging the value of customer-related data requires that data to be up-to-date, accurate, complete and consistent across all enterprise systems, not just your CRM system. In order to maintain consistent customer service levels and maximize the benefit of customer-related processes across the organization, all systems must draw from the same “master” customer record. This can be accomplished using the Maestro connectors for Dynamics CRM or Salesforce to link customer-related master records into your MDM solution.
“Get it Clean”
CRM implementations often require the combination of data from multiple sources. Ensuring that the data loaded into the CRM system is consistent, accurate and de-duplicated can lower total cost of ownership of the system, and simplify later systems integration, as in the case of mergers and acquisitions. The bigger and more widely distributed the data, the more complex the challenge, and the bigger the value gained in getting a “clean start”. Maestro offers Data Quality features to clean, verify, and validate the data, including capabilities for address correction and standardization. Basic global address validation, completion and geocoding services are provided at no additional fee, with unlimited lookups, no per-record transaction fees, and parallel processing for scalability and performance. With Maestro Premium Data Quality Services, enhanced data services for mail-to locations (suite/apartment data), contact name, email domain, and telephone validation are also available.
Direct, Codeless Systems Integration
The Maestro CRM connectors give users the ability to integrate their CRM systems directly into a Maestro MDM Server for cleaning, de-duplicating and mastering, without the need for a data bus. And, since the integration can be performed without coding, companies eliminate the need for lengthy IT projects or expensive consulting services. In addition to lowering risk and improving system acceptance and results, this “codeless” integration reduces time-to-production and significantly lowers up-front implementation costs. As a result, companies realize faster time-to-value and lower maintenance overhead.
“Keep it Clean”
Golden Record Management
Maestro’s cleaning, matching, de-duplicating and mastering processes produce an accurate, single view of customer data that can be shared across enterprise systems, applications and users. Maestro Golden Record Management standardizes data elements, implements matching strategies to identify and reconcile duplicate records, and determines a single complete master record – the “Golden Record” – for the matched customer entity. User-defined rules and processes for mastering determine which attributes of matched records from multiple sources will be used to create the Golden Record. Maestro’s harmonization process then takes designated authoritative data values from the Golden Record and propagates those values to other systems that need them, forming a closed-loop process referred to as “survivorship”, that ensures the establishment and persistence of a single, “true” view of the data.
Based on the harmonization and data sharing rules you have established, Maestro’s event management solutions enable you to keep your customer data in sync across CRM and other enterprise source systems, either on a timed batch basis or in real-time. In order to support real-time integration, Maestro tracks subscribed changes made within either the CRM or Maestro systems, and creates a message in a designated queue for each connected system. The message details the entity changed, type of change, and relevant context. The Maestro queue manager monitors all Maestro system-related queues, and triggers any subscribing process that is listening for that specific message type. Each Maestro CRM connector ships with a compatible subscriber to consume messages from any of the Maestro-managed queues.
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