ActivePrime for Microsoft

You’ve invested in Microsoft Dynamics CRM as the engine behind your customer interactions, but is it truly delivering the customer intelligence you need? ActivePrime has helped more than 120,000 users around the globe turn dormant data into actionable data.
ActivePrime for Microsoft helps you extend the capabilities of Microsoft Dynamics CRM so you can gain maximum value from your customer data with enhanced features such as workflow capability and fuzzy search logic.

How do we do this?

  • By providing the most cost-effective, proven and easy way to ensure data integrity
  • By giving you access to all of your customer data from both inside and beyond Microsoft Dynamics CRM
  • By consolidating existing data inside of Microsoft Dynamics CRM as actionable customer intelligence

ActivePrime Multi-Search for Microsoft

ActivePrime Multi-Search gives you sophisticated search capabilities that use fuzzy logic to locate and leverage all relevant customer information across all systems without an exact search phrase match. Once the data is located, ActivePrime Multi-Search enables you to incorporate relevant data into custom workflows and share it across individuals and groups, giving your entire team access to the most current information.

Features include:

  • Access to all customer data from any on-premise or cloud-based customer system or any number of instances of Microsoft Dynamics CRM, from within a single Microsoft interface
  • Ability to run searches externally but still pull in Microsoft Dynamics CRM data
  • Fuzzy search logic that returns all related customer data regardless of exact spelling, field sequence, etc.
  • Actionable data. Customer data is more than read-only — your search results can be incorporated into a logical workflow and shared with all relevant parties

 

Learn more about ActivePrime Multi-Search

 

Fast and Accurate Data Management for Microsoft Dynamics CRM

Importing, entering and updating your Microsoft data either by account or in batch is easier and more intuitive with CleanEnter, CleanCRM and CleanImport for ActivePrime. You can manage your data on a single screen from within Microsoft Dynamics CRM in a familiar grid view, where what you see is what you get. The final record is right on the screen and it’s easy to tell how you got there.

Features include:

  • Automatic updates through merge rules, which relieve you from having to assess all duplicates manually
  • Ability to merge more than two records at a time instead of having to export and import data to perform merges in a spreadsheet
  • Functionality allowing you to compare data to the existing CRM data and records before you import
  • Alerts for duplicates in the conversion process instead of automatically creating an account or contact

Learn more about CleanEnterCleanCRM and CleanImport

Microsoft Dynamics CRM Migration Package

Are you migrating to Microsoft Dynamics CRM from another CRM? We make it easy and ensure that your new instance of Microsoft is populated with only the cleanest, most accurate data available, and that nothing is lost in transition.

Our Microsoft migration services include:

  • Data archiving and the ability to access archived data from within Microsoft Dynamics CRM
  • Analysis of current data in CRM system
  • Data cleansing and enrichment
  • Initial load of clean, high quality data into Microsoft Dynamics CRM

 

Contact us for more information on how we can assist you with your unique CRM requirements.