Have you ever tried to get contact details in and out of a CRM system, and ended up with a bigger mess? I have. The concept is easy: store all information about prospects and customers in one system, allowing you to have your communication efforts streamlined.
Reality, however, is harder: contact details entered on your website should be fed to the system automatically. Sending your periodic newsletter should be based on the details in your CRM system. Not to mention dealing with information on bounces. Integrating your CRM system(s) with mass mailing, campaign management and self service portals is helpful, but for some reason the major means of transporting lead and customer information still seems to be Excel… Leaving you with the necessity to mass import results, new contacts and changed information. (more…)
Within Europe there is no such system as European Social Security Number or European Identification Number. A lot of countries have their own system, and other countries are struggling to get a system into place.
Dealing with matching of persons or contact data in general, we are all aware that individuals can make use of abbreviations or nicknames as kind of synonyms for their name. Classic examples are the usage of the name Bill for the actual name William, or like my own father is using the name Mans while officially his name is Hermanus. Most matching engines make use of a kind of synonym table to take care of this. That can be done because within a culture or region the nicknames are quite often linked to the same names and people do not tend to use completely different official registered names.