Contact Management consolidates contacts into a single location and associates accounts with sales opportunities, account information and customer case information. Proven import and de-duplication technology ensures that companies have a clean, consistent view of customers and relationships.
Contact Imports
OLeap CRM allows you to import contacts from a variety of data sources in a few simple steps. OLeap CRM supports a variety of data transfer formats.
De-Duplication
OLeap CRM ensures good data quality through de-duplication checks which scan for similar contact records upon import.
Record Merge
With record merge, companies can combine data from multiple records to make a single master. This eliminates duplicate contacts and increases data cleanliness.
OLeap CRM provides a single view of customers across products, geographies, account, and status. Users can view account information as well as associated sales opportunities, contacts, activities, history, cases, quotes etc in a single page.
Outcome
See account status and relationships
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Better up-selling and cross-selling opportunities
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Consistent interactions with customers
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Share account information across marketing, sales and support departments
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View contacts, interactions, campaigns, service request history, and other imputes
.
Coordinated Interactions
See info about people interacting with the account before engaging. Understand if there are other marketing, sales or service interactions occurring with the account.
See account status and relationships
.
