Search and find all CRM records beyond exact matches
Your customer data is only valuable if it’s actually usable. If you can’t locate a record quickly, that record can’t help you. CRM systems often miss records because they are not an exact match for the search term – the record may be misspelled, or saved under a slightly different name or acronym.
ActivePrime Search™ has the intelligence to find these types of records, so you can provide better service to your customers, increasing customer loyalty and user adoption rates.
How ActivePrime Search works
ActivePrime Search is a smart, powerful, fuzzy search engine that finds results within any record type in your CRM. It uses applied artificial intelligence to find all customer information, taking into account difficult spellings, misspellings, nicknames, phonetic variations in lead name, and international characters used in custom objects.
ActivePrime Search in Action
Pretend for a moment that you’re looking for all the information your company has on John Smith. A standard search function will locate records for John Smith, J Smith and perhaps John Smit. ActivePrime Search will find Smythe, Jon, Jonh, Jonathan, John S, and any other possible configuration of first and last name. Human error and operational inconsistency will no longer prevent you from finding what you need!
Complete searches on partial information
Thorough checks on all objects to avoid duplication
Embedded in your CRM
Fuzzy search finds more relevant records
Built-in matching intelligence
Customizable for fields searched, data returned, number of hits
For information on how you can search across multiple CRMs and other enterprise systems and get a 360 degree view of the customer, see ActivePrime Power Search.