May 30, 2018

MATCH – AUDIT – APPEND – API

Using our Match - Audit - Append - API your data becomes available for clients, partners or other 3rd parties to automate the audit and enhancement of their CRM data, ensuring their information is always correct and comprehensive. The functionality is delivered via a simple RESTful API that takes a client file in standardized format. The file is then matched to your B2B universe, a comprehensive audit report generated, enhancements added, and targeted net prospect pool created. The enhanced file, audit report, and prospect pool are then retrieved via the API.

By enabling users to regularly clean and enhance their data, not only do they ensure that they have clean, accurate, comprehensive and compliant data to work with, but you lock in a great recurrent revenue stream that requires no resources.
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Audit Report

analysisThe automatically generated branded audit report provides your client with detailed information about the profile of their customer base.  Information in the report can include profiling by location, industry, employee size, sales value and any other demographic available on your database. The audit report instantly provides the client with a detailed understanding of their customer base, how effective their market penetration is, and the scale of opportunities available. See an example audit report here

Enhancements

The Audit report will tell the user exactly what information is available to enhance their customer file - e.g. how many phone number can be added, how many emails, industry codes, employee sizes, new contacts, and more.

Net New Prospects

The Audit report generated by Match - Audit - Append provides comprehensive profiling information on a clients customer base. Empowered with this "description", the obvious step is to find out how many new, similar prospects are available to the client. The Audit report calculates the clients market penetration accordingly, and illustrates the potential opportunity that is available with targeted new prospects.

A targeted net prospect pool is auto-generated using the results of the audit report. This prospect list is retrieved via the API, ready to be made available to sales teams.

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