Paribus 365™ Lead Management provides valuable insight during the Lead qualification and engagement process to automatically highlight existing customers in your CRM system - enabling a Single Customer View (SCV).
By proactively associating Leads with existing customers, Paribus 365™ greatly assists qualification, avoids duplicate conflict, and prevents embarrassing and misguided interactions with customers.
When managing Leads within Dynamics 365, Paribus 365™ Advanced Lead Management provides a virtual single view of the customer (SCV), by which to easily quantify and qualify the context of the Lead.
Using the powerful Paribus search capabilities, Paribus 365™ automatically performs a deep search to find potentially related Accounts and Contacts - enabling users to easily cross-review and qualify Leads within Dynamics 365, and ultimately associating them with a single click.
Let us walk through the Paribus 365™ Advanced Lead Management features:
When engaging with Leads in Dynamics 365, Paribus 365™ provides support to the qualification process by the presence of the “Paribus Lead Qualification” tab.
The “Paribus Lead Qualification” tab takes information about the Lead you are engaging with to automatically search across multiple business entities for any related parties.
Paribus shows the collection of related entities as clickable links.
As part of the Paribus Lead Qualification process, it is vitally important to ensure that the Lead is not a duplicate of any other Lead.
Paribus will always perform this check to ensure that any Lead engagement is focused upon the single version of the truth (Single Customer View – SCV).
Paribus Lead Qualification provides references to qualifying parties (e.g. Accounts and Contacts) to easily allow the user to qualify the Lead against existing Dynamics business entities.
Selecting the qualifying entity with ‘Associate’ will qualify and associate the Lead to that related entity.
Paribus 365™ is the proven DQ for Dynamics solution, your data quality guardian for Microsoft Dynamics 365,
providing users with the confidence the customer data they see in Dynamics 365 is: