QGate Partner Showcase Duplicate Data: Prevention and Cure (& CTI) Rowland Dexter Managing Director

@CRMUG

CTI for the common good

@CRMUG CTI myth CTI is only for call centres Busted !

@CRMUG  60+ models of phones supported including SfB  Much more than screen pop and click to dial  “Lite touch” integration (upgrade safe)  Dial from views (Cases, Activities, Contacts, Leads etc)  Customisable side bar for user interaction  Enhanced phone number management  Compatible with IE, Chrome and Outlook clients  Developed with the CRM User in mind

@CRMUG

Solution Manager Simple step by step process for guided implementation and updates Due Summer 2016

@CRMUG Unified Service Desk and intelli- CTi  USD designed for larger call centre operations  Small desktop install, configured via CRM solution  Lots of configuration options for CRM integration  No phone system integration – you need intelli-Cti  Includes simple scripting - TK Dialogues can integrate Some customers have customised intelli-CTi and not required USD

Duplicate Data – The Cure…

@CRMUG  Built on a powerful data matching engine – Phonetics, sequence, synonym, gender  Can operate with any SQL format source  Provides user review of potential matches  Definitions for Dynamics CRM included  Merge via Paribus plugin for Dynamics CRM  Unlimited match group size/merge group size – Paribus Discovery for Microsoft Dynamics CRM  Integration of CRM to your phone system – Intelli-CTi for Microsoft Dynamics CRM

@CRMUG Step 1 - Identify Match unlimited number of records in an easy to use interface No programming skills required, and multiple reviewers Identify and re-assign the ‘master’ record Fully customisable scan filters Partial review for large data sets

@CRMUG Step 2 - Merge Merge Accounts Contacts and Leads Manage all duplicates in one pass Add 1:1 data to master where missing Custom tables and fields supported Fully customisable rules

Duplicate Data – Prevention… Coming soon!!!

@CRMUG  Using the same powerful data matching engine  Azure hosted service  Match across Accounts, Contacts and Leads  Codeless customisation  No change to user processes  Power search feature  Support for Lookups – Paribus Discovery for Microsoft Dynamics CRM  Integration of CRM to your phone system – Intelli-CTi for Microsoft Dynamics CRM

@CRMUG Leads

@CRMUG Leads When looking at Accounts, Paribus Interactive considers the Accounts and Leads entities The same when looking at contacts

@CRMUG Quick Create Contact

@CRMUG Quick Create Contact

@CRMUG Quick Create Contact

@CRMUG Quick Create Contact

@CRMUG Paribus Interactive Search A powerful enhanced search function Also support for lookups Adding value for all users

@CRMUG

Further information Contact