Connect your CRM to Discovery Data through our REST API or subscribe to our out-of-the-box solution Discovery DataLink™. Discovery DataLink is a Salesforce.com app that allows you to easily populate and maintain an up-to-date CRM system and will arm your team with extensive information on financial services industry firms and reps, including financial advisors. Automate data integration and hygiene processes to fit your needs, as well as obtain detailed profiles on your records with a click of a button.
Discovery DataLink will connect our industry database
to Account, Contact and Lead records that have a valid
CRD identifier. Once a link is established, data updates can
take place weekly and additional profile details can be
viewed in and added right from Discovery Data.
To populate new firm and rep records your
Salesforce System Administrator will set your Audience
Criteria. Any firms and reps Discovery Data has that
meet your criteria and are not linked already in your
CRM system will be sent to Salesforce.
Your System Administrator will map and schedule updates from a combination of Salesforce standard and custom fields to Discovery Data fields. Updates can be applied automatically or after a user confirms an update to a field and take place weekly or monthly after standard business hours. Automatic field updates can be configured at an organization-wide level.
In addition, a Visualforce panel is available to display within a new section on Account, Contact and Lead layouts and will always show the most up-to-date information in Discovery Data for that record.
to 100 Discovery Data fields for automatic or user approval updates
Apply automatically, require confirmation
records with pending updates via custom
a record has updates available and access
these updates easily
side-by-side comparison of your data and Discovery Data updates
Two custom buttons will be installed within your CRM system and available on Account, Contact and Lead records: Discovery Data Profile and Discovery Data Search.
Instantly view firm or rep profiles
Easily add data in Discovery Data
By clicking either button, you will automatically log into Discovery Data within a new window. When a new or updated CRD is applied using Discovery Data Search, data updates populate simultaneously.
Each week Discovery Data adds new firms and reps. These firms and reps will be available within your CRM system via two custom tabs: New Firms and New Reps. Here you will have the option to set your Audience Criteria and add them all as new records or select which records you would like to add. We will determine if the CRD already exists within your CRM system and indicate any possible matches to help prevent adding duplicate records. New reps can be added as Contacts with Accounts or Leads.
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