CRM Data Hygiene

Discovery's CRM Data Hygiene Services will help hygiene your Customer Relationship Management system to ensure your firm is communicating with the right clients and prospects. Populate your pipeline, manage campaigns, forecast opportunities and maximize your team's time and resources.

Discovery will match, clean and expand financial services industry professional and firm profiles to help hygiene your Customer Relationship Management (CRM) system. Our data hygiene services will provide up-to-date profiles for integration back into your CRM system.

How it Works

Your file is matched at desired individual and/or firm level. For each service an initial, manual review is conducted to ensure properly formatted data for the highest match rate. Once the file is ready, a programmatic match is done against the appropriate Discovery database(s), followed by a final manual review to confirm accuracy and determine that all possible matches were obtained. The deeper profile data within Discovery will then be loaded into your file.

Benefits

  • Populate your pipeline
  • Analyze clients and identify the best leads
  • Maximize your team's time and resources
  • Customize for your company
  • Forecast opportunities
  • Manage campaigns
  • Lower operational costs
  • Increase customer satisfaction

Data Sources & Quality Assurance

Discovery obtains data from hundreds of sources and processes, manages this data daily and updates each database on a weekly basis. These sources can be broadly placed into six types of data: Regulatory, Commercial, Private Data Exchanges, Public Domain, Original Invention and Direct from Professionals/Companies. Data gathered goes through our quality control department to ensure only accurate and relevant information is being added to our databases.

USPS Certified Addresses

Through Discovery's process to continuously validate, update, correct, standardize and format addresses we have met the rigorous United States Postal Service® requirements, earning their CASS™ Certification. Access the most accurate addresses and experience increased deliverability and response rates.