AI-powered automation for efficient marketing.

The problem: Leads from Web forms remain unused because the contact information is incomplete. What is meant to make filling out such forms easier makes follow-up contact harder.

The solution: With DataAgents, new contacts flow directly from the Web form into the CRM, including duplicate checking, data enrichment and validation. Even if only a few fields are queried, the system automatically adds missing information, for example via business networks or company databases. This turns every form submitter into a fully usable Dataset / Record.

The problem: Captured contacts are created incorrectly or twice in the CRM. This results in inefficient, manual cleanup work.

The solution: Created reports from VisitReport are collectively Exported to the CRM system and automatically checked for Duplicates there. You define when a duplicate exists. Your individualized CRM entities are then filled accordingly.

The problem: In the hectic day-to-day of a trade show, data entry errors occur. This significantly reduces CRM data quality.

The solution: After the Export of a report, DataAgents runs a plausibility check on the captured data. This ensures, for example, that postal code and city or phone prefix and country are consistent.

The problem: Newly created reports have to be assigned manually to the right salesperson. This costs time and resources.

The solution: With DataAgents, assigning reports to the correct salesperson is automated thanks to workflows and integrations with external communication systems. Individualized criteria (postal code, product interest, etc.) ensure correct routing.

The problem: During a trade show, countless leads end up in the CRM with no clear prioritization for follow-up.

The solution: Individualized lead rating criteria in DataAgents ensure that created reports and leads are automatically prioritized. Missing information required for a rating can be searched for using AI.

The problem: Customer data is maintained twice, in the CRM system and the marketing automation application, and contains different information. You lose track of where the correct data actually resides.

The solution: With DataAgents, you can intelligently connect both systems without additional middleware. The workflow automatically synchronizes CRM and marketing automation, reconciles Datasets / Records, enriches them as needed via email signatures, Excel lists or online sources, and ensures consistent, up-to-date information in both systems.