Make customer data unique, accurate, up-to-date, and securely usable from sales to finance.
Customer data management encompasses the creation and maintenance of corporate customer, personal, address, tax, contact, and organizational relationships throughout their lifecycle.
Incorrect customer matching, outdated addresses, or duplicate contact information can lead to serious errors in quotation, contract, order, and billing processes.
Basic data fields
Company name and legal identity
Tax and registration numbers
Addresses and locations
Relevant people and roles
Telephone, email and communication channels
Sector, segment and region
Sales, payment and tax terms
Documents, certificates, and validity dates.
Duplicate record management
Tax or registration number matching
Similarity between company name and domain name.
Address and phone number comparison
Personal email and phone check
Merge and split audit trail
Undo for incorrect match
Data quality
Required fields
Format and country verifications
Address standardization
Invalid contact information.
Unclaimed accounts and individuals
Records that haven't been updated for a long time.
Data quality score
Change management
When critical customer information is changed, its impact on open offers, contracts, orders, and financial documents must be evaluated. The legal integrity of past transaction records must be preserved.
Manage customer data not as a sales team address book, but as master data that drives all business transactions and requires corporate governance.