Wilson Allen Introduces CRM Toolkit to Simplify Data Management for Professional Services Firms

Toolkit to automate data segmentation and data quality, freeing resources to focus on more strategic marketing and business development tasks

Connect Client Data to Drive Growth

​Wilson Allen today announced the availability of its CRM Toolkit, which helps professional service firms automate data segmentation and data quality tasks and comply with email marketing whitelist and data privacy rules. The toolkit’s applications enable the following capabilities:

Data Segmentation

Contact Scoring: The Contact Scoring module enables CRM teams to automatically rank companies and contacts based on a range of different criteria and visualize the results in dashboards. For example, firms can rank contacts based on their importance to the firm, level of engagement, and decision-making role and then develop data management and business development strategies around those rankings.

Contact Segmentation: The Contact Segmentation module assists firms with the often-difficult task of classifying contacts based on their role, specialization, and seniority. The module searches for keywords contained in the contact’s job title and department and then assigns a set of additional fields to classify this data. The tool is pre-populated with thousands of pre-defined mappings; however, firms can tailor the keywords and the additional field values.

Relationship Manager: Firms often struggle to keep relationships and “My Contacts” in line for users. The Relationship Manager module changes relationships automatically in certain circumstances, such as when someone leaves the firm, or when a user deletes a contact from their “My Contacts.” The application can also create relationships when one doesn’t exist – for example, if a user has sponsored a contact on a marketing list but not created a “knows” relationship.

Data Quality Applications

Data Confidence: The Data Confidence module uses an automated process to analyze data and then rank it according to the method and recency of any data validation activities, the user that made the update, what was updated, and when. For example, if a trusted data steward made the update recently, then that data would receive a high confidence score.

Domain Email Validator: The Domain Email Validator module identifies where a contact has personal email addresses (e.g., Yahoo) and links these automatically into a folder. A data management user can then validate if the correct permissions exist to use the personal email address and that the address is classified correctly (e.g., sometimes they are flagged as a business address).

Archiving: Archiving contacts manually in InterAction is a time-consuming process, and if contacts remain associated with publicly visible entities, they can still be found. The Auto Archive module enables an administrator to archive contacts from the system with a restore option if needed on a case-by-case basis.

To learn more, download the brochure or visit the Wilson Allen website

Source: Wilson Allen