Trillium Software enables you to deliver a complete understanding of total customer value and total household value across leads, contacts, accounts, products, and divisions through its robust data quality plug-in for Microsoft Dynamics CRM.

1. Be Certain. Be Trillium Certain.
© Copyright 2011, Trillium Software, Inc. All rights reserved.
Trillium Software
Data Quality for Microsoft
Dynamics CRM
The Value of using Data Quality tools:
Maximize your Microsoft Dynamics
CRM Environment

2. Agenda – Microsoft CRM MVP Session
 Introductions
 Steve Shissler, Director, Alliances Sales Engineering
 steven_shissler@trilliumsoftware.com
 Dave Pietropaolo, V.P. Global Alliances
 davep@trilliumsoftware.com
 Trillium Software Overview
 Data Quality Plug-in Solution Overview
 Demonstration
© Copyright 2011, Trillium Software, Inc. All rights reserved.2

3. ..with deep data quality expertise
• CRM, CDI & MDM
• Single Customer view
• Vertical applications
• Business Intelligence
About Trillium Software
Best in class, proven technology leader…
• Gartner
• 2012 Magic Quadrant: Leader
• Rated as leader for over 10 years
• Forrester
• Forrester Wave – Leader
• Current Analysis: Very threatening to
competition
• Bloor Research (UK):
• Best in Class
Trillium is a global provider and innovator of data quality solutions
• A business unit of Harte-Hanks (HHS-NYSE) with $1+B revenue & 6000 employees worldwide
• Over 2 decades in business with specific focus on data quality solutions market
• Solution platform (technology + domain expertise) addresses business critical data quality
requirements
• Our objective - “To enable our clients to develop data refinement programs that support
on-going improvements in business performance”

4. © Copyright 2011, Trillium Software, Inc. All rights reserved.
• Recognized leader - Gartner Magic Quadrant &
Forrester Wave
• Oracle compete
Courted by
Microsoft
• Best in class solution for enterprise data quality
• CRM Orion TAP Beta Participant
Used by Microsoft
internally
• “We are pleased to be working with Trillium Software
to deliver strong value to current customers while
enabling expansion into new growth markets.” - Mark
Albrecht, Microsoft Dynamics Director, ISV Strategy
Managed in “Top
200 ISVs”
• Accurate data increase adoption rate of CRM &
other Microsoft technologies
• Proven Enterprise Data Quality Technology
Complimentary
Technology
• 30+ Years experience in data management
• Over 2,000 implementation around the globeExpertise
Microsoft Partnership

5. Trillium Software Traditional
Value Propositions and Markets
 CRM; Customer Information Mgt. Systems
 ERP & Supply Chain
 Sales and Marketing Applications
 Business Intelligence and Data Warehousing
 Multi-Domain Master Data Management
 e-commerce and web services apps
 Targeted Vertical Solutions
 Wealth Management
 Physician Spend
 Fraud Detection
 Anti-money Laundering
 Regulatory Data Assurance
 FATCA, Basel, Solvency,
 Claims Data Management
 CCAR Stress Testing
Enterprise Data Quality Solutions for:

6. Data Quality Value to CRM
Incorporating Data Quality Programs with CRM:
 Deliver a complete understanding of total customer value and total
household value across accounts, products, and divisions
 Reduce risks and errors in data consolidation and data migration for a CRM
package through data discovery and integrated cleansing
 Resolve customer data anomalies before they enter operational systems and
impact relationship management decisions
 Form the basis for accurate analytics, reporting, forecasting, profiling,
scoring, segmenting, and targeting
 Enforce your definition of customer, prospect, household, contact, etc. and
how that information is to be recorded and reflected within your organization,
sales, marketing services, etc.

7. Multiple
Names
Mixed
Business and
Personal Names
Lack of
Standardization
Misfielded
Information
Free-format
Text
Missing
DataUnique Customer View
Complete View of
Customer
Many companies
underestimate
how many ways
unprotected data
is devaluated.
Classic Data Quality Issues

8. © Copyright 2011, Trillium Software, Inc. All rights reserved.
TS Quality Cleansing and Linking

9. Why Tackle Data Quality Along With CRM?
 Because Data Quality degrades due to normal,
everyday CRM business processes
 Real-time data entry by diverse sets of users
 Different departments and channels have different data
needs and standards
 Integration with other applications and systems, e.g. ERP
 Mergers/Acquisition require CRM integration
 List imports/external data
 Reference data feeds

10. Functional Example:
Jim R Peterson
Bainbridge Financial
750 6th Avenue, Suite 250
Manhattan, NY
jrpeterson@bainbridge.com
Contact
First M Last
Jim (James) R Peterson
Account
Bainbridge Financial
Address
750 Avenue of the America’s
Secondary Address
Suite 250
City, State Zip+4
New York, NY 10015-0012
E-mail Address
jrpeterson@bainbridge.com
Existing Contact
James Peterson
Bainbridge Financial
750 Avenue of the America’s
Manhattan, NY
Existing Lead
Jim Peterson
jrpeterson@bainbridge.com
Inbound Lead
Cleansed Lead
Lead to Leads Match
Lead to Contacts Match

11. Country Specific Examples
220+ Countries
Robust
Single-byte
43 Countries
Standard
Multi-byte
3 Countries
Robust
Double-byte
4 Countries
Basic
Single-byte
182 Countries
Ms Susan Peterson
61 railroad road
suite 61
hamilton,mass
Ms. Susan Peterson
Ste 61
61 Railroad Ave
South Hamilton, MA
01982-2218
Budi Agung
Panjang 28
Kedoya
Jakarta Barat 11560
Mr. Budi Agung
JL. PANJANG NO. 28
KEDOYA
JAKARTA BARAT
11560 INDONESIA
埼玉 さいたま 浦和区
常盤 1－9－20
スカイコート 405
田中 太郎
330-9586
埼玉県 さいたま市 浦和区
常盤 1－9－20
スカイコート 405号
田中 太郎
JAPAN
Dimitris Pavlopoulos
Stadiou 40
10564 Athens
Mr. Dimitris Pavlopoulos
Stadiou Street 40
105 64 ATHENS
GREECE
Input Input Input Input
Output Output Output Output

12. Data Quality Management
When & Where
BILLING
Data Quality Processes Applied to:
1. New CRM Implementations
• Data Migration and Conversions
• Initial Cleanse
2. Existing CRM Implementations with Data Challenges
• Data Assessments & Analysis
• Initial Cleanse
• Integrated within the CRM application
3. Integrated within the CRM Application
• DQ processes embedded as filters within batch and
real-time CRM processes
CUSTOMER
DATA
Dynamics
CRM
Cleanse &
Migrate
CUSTOMER
DATA
CUSTOMER
DATA

13. Data Quality Management
When, Where & Why
CUSTOMER
DATABASES
Before Conversion
CRM BILLING
SYSTEM
- Data Discovery
- Data Assessment
- Data Defined for Purposes
- Sales
- Marketing
- Service
- Business Rule Definition
- Source Mapping Defined
- Impact Analysis
During Conversion Post Conversion
- Data Migration
- Data Mapping
- Cleanse Sources
- Apply Standardization Rules
- Data Enrichment
- Match, Link & Deduplication
- Test, Measure & Confirm
- Establish Data Foundation
- Leverage Integrated DQ
- Integrated Real-time & Batch
- Cleansing
- Enrichment
- Matching/Deduplication
- Monitor & Measure Metrics
- Implement Stewardship function
- Establish Governance
Make CRM valuable to users by delivering information fit for purpose!!

14. Data Quality Implementation Stages
Profiling
Engagement
Identification
Data
Migration
• CRM Deployments
• Initial Conversions
• Instance Consolidation
Batch
Cleanse/MatchProfiling
Real-time
Data Quality
Data
Monitoring
Real-time
Cleansing
Matching
Deduplication
• DQ Plug-ins Integrated with CRM
• Real-time and Batch Processes
• Partner collaboration
• MDM & CDI Support
Iterate
• Assess, Scope and Prepare
• Initial Data Migration
• Data Quality Integration
• Business Rule Development
• Integrated DQ Processes
•Ongoing Data Quality Management
DQ is never a
one-time event

15. Trillium Software Solution for Dynamics CRM
What’s in the Box?
 Global business rules for cleansing customer data
 Global address validation
 Advanced Fuzzy Matching to identify duplicates
 For use with: accounts, leads, contacts, customer address
and custom entities
 Real-time, “In-Page” cleansing & matching
 Bulk processing facilities for larger volumes
 Cleanse and Match on Import
 Cleanse and Match within database
 Cross Entity Matching Lead to Contact and Lead to Account
 Auto Merging of “high” confidence matches
 Data Quality Reporting and Metrics
 Leverages Dynamics CRM’s:
 Duplicate Detection Functionality and Screens
 Merge Capability

16. © Copyright 2011, Trillium Software, Inc. All rights reserved.
Solution Architecture

17. Come Meet the Trillium Team!
 Microsoft Dynamics US Partner & Field FY14 Kick Off
 Denver August 27-29
 CRMUG Florida Chapter: September 2013 – Presenter
 CRMUG Summit: October 2013, Orlando – Gold Sponsor
 eXtreme CRM: November 2013, Anaheim – Sponsor
Other:
 CRMUG Special Interest Group: Webinar Host
 Avoiding Data Quality Pain – August 6th
 Future of Duplicate Data Customer Data Quality – September 17th
 Data Quality and Customer Marketing: Improve Results – November 5th
 Year round Regional US and EMEA CRMUG events
participation and sponsorship
 Annual Convergence and WPC sponsors and participants
© Copyright 2011, Trillium Software, Inc. All rights reserved.17

18. Contact s and Links
 Kathleen Perkins, Microsoft Global Alliance Director
 kathleen_perkins@trilliumsoftware.com
 Steve Shissler, Director, Alliances Sales Engineering
 steven_shissler@trilliumsoftware.com
 Dave Pietropaolo, V.P. Global Alliances
 davep@trilliumsoftware.com
 Trillium Software Microsoft Dynamics CRM Resources/Demo
 http://www.trilliumsoftware.com/microsoft-crm/
 Trillium Software Leader is Gartner Magic Quadrant
 http://www.trilliumsoftware.com/home/news/press-release.aspx?id=9019
 Trillium Software in CRMUG Magazine
 http://www.dynamiccommunities.com/magazine/crmug/spring2013.pdf
© Copyright 2011, Trillium Software, Inc. All rights reserved.18

19. Thank you MVPs!
The Trillium Data Quality Team
Questions??
© Copyright 2011, Trillium Software, Inc. All rights reserved.19