Easy access to all customer data without integration
Even with a robust CRM, search functionality often misses customer records due to misspellings or inconsistent data entry, and search is limited to the CRM itself. ActivePrime Multi-Search goes beyond CRM and enables you to access customer data across all systems without costly systems integration or licenses for multiple users on numerous platforms.
ActivePrime Multi-Search delivers a true unified view of your customers so you can effectively engage them with marketing and service initiatives that drive revenue, loyalty and business efficiency. ActivePrime Multi-Search goes beyond customer data to deliver customer intelligence.
Access customer data, no matter where it resides
ActivePrime Multi-Search’s innovative technology unifies all on-premise and cloud-based customer data with a single click, and then incorporates the data into a workflow across multiple parts of your organization.
It is the shortest route between data and action.
How it Works
- Find relevant customer data with fuzzy search logic that takes into account nicknames, acronyms, difficult spellings, and more
- Pull customer data from any system into one screen, within context
- Search both cloud, on-premise and third-party sources with one click
- Locate customer data from within or outside of your CRM
- Incorporate relevant data into custom workflows, share data across individuals and groups
ActivePrime Multi-Search in Action
ActivePrime Multi-Search opens a world of new opportunities to maximize the value of your data and drive revenue, loyalty and business efficiency. For example, the sales department can see if a customer is behind on payments or if a customer has been in touch with support recently. Finance can see if a deal is in process or if a product or service has been delivered. Sales can pass information to finance to structure deal terms, and finance can pass the information to the approval authority, and then route everything back to the sales team to close the deal…all with a single click from inside or outside your CRM or between multiple instances of a CRM.
And, the information within the CRM can be enhanced with third-party data sources, such as Dun and Bradstreet, so your team is as intelligent and effective as possible.
More than read-only, data can be shared
Complete searches on partial information
Searches both cloud and on-premise data in one click
Search from within or outside of your CRM
Pull data into a single screen, regardless of location
Incorporate data into a multi-step workflow
Minimal API integration and no additional licenses required for back-end systems
For specific details on which features work with your CRM, please contact us at firstname.lastname@example.org.