Be Certain. Be Trillium Certain.

Data Quality for Microsoft Dynamics CRM

Create single, accurate customer views within the
Microsoft Dynamics CRM platform using the Trillium
Software data quality plug-in. Trillium Softwares
seamless integration extends to the new Dynamics
CRM 2013 Orion environment. With Trilliums
plug-in, users can detect, manage and automatically
merge duplicate data, validate global addresses and
enrich data to ensure data quality and accuracy for
customer records.
Data Quality Anywhere
With Trillium Enterprise Connectivity Services, data
quality can be deployed on-premise or in the cloud
and be implemented in real-time or batch. Trillium
Software connects to the Microsoft Dynamics
platform through a custom plug-in, initiating the
Trillium Software cleansing, standardization, and
matching services via .NET web services.
ORGANIZATIONS CAN BE CERTAIN THAT THEY HAVE THE
CORRECT INFORMATION NECESSARY TO:
Accurately segment customers to
properly target offers and services
Identify cross-sell and up-sell
opportunities
Appropriately assign and
follow up on leads
Recognize trends and events in
cases to proactively manage accounts
Detect duplicate data and automatically
or manually remediate and merge
customer records
Trillium Software Supports Microsoft Dynamics 2013
2 T R I L L I U M S O F T W A R E
CORRECT
Records are corrected to ensure accuracy for general
use and context. The exception data identifed in the
validation process is optimized by cleansing,
standardizing, and enriching data. Trillium Software
improves addresses by fxing and enriching delivery
points based on postal dictionaries and appending
geo-codes.
MATCH 360 VIEW
Trillium Software reduces the risk associated with
duplicate records in your system by linking and
matching records to existing records in your system.
Match rules can be fexible based on your business
requirements. Services start with names and addresses
out of the box and can be customized to incorporate
email, phone, and additional critical data elements
that defne your unique requirements.
Ensuring a 360 View
Trillium Software data quality services are invoked at
the point of capture to validate, correct, and match
inbound customer records before entry into your
Dynamics CRM system. No longer does incomplete,
inaccurate, and inconsistent data cloud your view of
your customer.
VALIDATE
Critical felds, such as account name, contact name,
and address, are profled and analyzed according to
Trillium Softwares business rules engine and custom
rules that meet your organizations requirements.
Inbound records are assessed for completeness,
structure, and accuracy against verifed data libraries.
Records that pass validation rules proceed in
processing, while those that fail are fagged and moved
forward into remediation activities and services.
Custom Plug-In Custom Plug-In
Enterprise
Connectivity
Services
.NET
Web
Services
Cleansing
Matching
Enterprise
Connectivity
Services
.NET
Web
Services
Cleansing
Matching
On Premise
Microsoft
Dynamics CRM
3 C O R P O R A T E O V E R V I E W
Duplicates are Auto-
macally Detected
Once you start entering
data, Trillium works
behind the scenes to
see if there are any
similar records that
already exist.
Youre Given the Choice
Trillium oers you the opon of
which record to keep, so you
never lose control of the
process. Select dierent pieces
of duplicate records to create
the most accurate view.
Cleansing Occurs Seamlessly
Trillium automacally cleanses
the data upon entry.
www.trilliumsoftware.com
2013 Harte-Hanks Trillium Software. All rights reserved. All copyrights and trademarks are the exclusive property of respective owners.
Trillium Software Connectivity Options
Contacts, Leads & Accounts
Name standardization
Address standardization
Matching/Deduplicate
Up to 14 countries supported
Upgrade to additional countries
Real-time cleanse
List import
Batch cleanse
Duplicate resolution & merge
Data quality analysis
On-Premise
Azure Cloud
Customized data quality processes
Customized business rules
Standard Edition

No

Integrated within Microsoft

Dynamics CRM remediation window
No

No
No
Enterprise Edition

Address verifcation

Integrated within Microsoft

Dynamics CRM remediation window

Address correction

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