Customized CRM mapping for clean data transfer
With our customized mapping, your data ends up directly in the right CRM field - accurately and automatically.
For each CRM system there are standard fields, such as name and e-mail address, which can be automatically synchronized by snapADDY DataQuality into the CRM system or recorded with snapADDY VisitReport in a trade fair report.
A customer-specific mapping is required if individual fields are to be filled. We will set up a suitable CRM mapping together with you.
When is individual CRM mapping necessary?
We recommend individual mapping if...
... you use customized CRM fields in addition to standard fields
If you use a CRM system that has been customized from the standard with modified or specially defined fields, a CRM mapping is necessary to link the new or customized fields with snapADDY.
... additional fields are to be integrated into snapADDY DataQuality
If you want to link additional fields in the snapADDY DataQuality interface that are not available in the standard configuration of your CRM system (e.g. position, industry or website), a CRM mapping is required.
... questionnaires from snapADDY VisitReport are to be linked directly to your CRM
If you use snapADDY VisitReport in the standard integration, the individual questions and answers are saved as a note for the respective contact in the CRM system. If you wish to link the questions directly to specific fields in your CRM system, CRM mapping is also required.
DataQuality at a glance
With the DataQuality Research software solution, you can find B2B contact data and enrich it in your CRM system. This enables you to generate qualified leads and maintain contact with your existing B2B contacts on an ongoing basis. DataQuality Automation was developed to automate these processes. This software automates contact research and data maintenance and frees you from manual tasks.
VisitReport at a glance
Record your contacts and visit reports at trade fairs digitally with snapADDY VisitReport and do away with paper lead sheets and manual typing. An individually configurable questionnaire provides the necessary orientation during sales talks. The meeting is over? Thanks to a CRM interface, you can export the recorded data there with just one click and plan or execute a follow-up action in no time at all.
snapADDY DataQuality
CRM mapping for DataQuality
- Integrate fields that do not exist in the CRM standard of your system and therefore cannot be transferred (e.g. position or website)
- Display and enrich specially created CRM fields in DataQuality (e.g. potential evaluation of the lead, ABC analysis of campaigns)
- Link inbound forms on your website with DataQuality and use the data as the basis for a new CRM contact
snapADDY VisitReport
CRM mapping for VisitReport
- Integrate questions from your questionnaire directly with the respective CRM field, whether single or multiple selection, date, signature, text field or time
Best-practice solution VisitReport:
We recommend creating a new entity in the CRM system if you want full integration that is linked to the existing entities. This gives you the option of creating multiple visit reports for a contact person so that you can track the progress of communication with a potential customer across multiple trade fairs.
Note:
snapADDY's CRM mapping is available for the following CRM and marketing automation systems:
MS Dynamics, Evalanche, Hubspot, Marketo, Pipedrive, Salesforce, Sage CRM, SAP Sales Cloud, SAP Sales and Service Cloud v2, Sugar CRM, Suite CRM
Your individual CRM mapping with snapADDY
Make field definitions available
Provide us with the various field definitions from your CRM system. This allows us to get to know the structure and relationships of your CRM fields.
Fill in and send mapping template
Fill out our mapping template to show which values in the snapADDY products should be mapped to the fields in your personal CRM system.
> DataQuality mapping template
> VisitReport mapping template
Testing. Testing. Testing.
Test your individual CRM mapping to ensure that data is transferred correctly. This will prepare you for lead capture with DataQuality and VisitReport.
Do you still have questions?
Here you will find answers