AI-powered automation for reliable CRM processes.

The problem: Changes to contact addresses are not recorded in the CRM system, even though the most up-to-date data is already in the email in box.

The solution: Several times a day, emails land in your inbox with a complete, up-to-date signature. DataAgents automatically detects the contact information, compares it with the CRM system, and fills in missing details. It also pulls in additional information from business networks and company databases to fill any gaps.

The problem: Importing an attendee list into the CRM takes hours of manual work — and almost always creates duplicates.

The solution: After the Excel import into the CRM system, DataAgents checks all entries for Duplicates, enriches missing data using online sources, email validation, business networks or artificial intelligence, and automatically distinguishes between existing customers and new sales opportunities.

The problem: Outdated contact information in the CRM system means potential leads are not reachable and valuable sales opportunities are lost.

The solution: With a permanently running workflow, DataAgents takes over continuous maintenance of CRM data. New information from sources such as business networks, company databases, or email validation is automatically detected, checked, and applied. This keeps your contact information always up to date so that important changes never slip through the cracks again.

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

The solution: With DataAgents, assignment to the correct salesperson is automated, thanks to workflows and integration with external communication systems. Custom criteria (zip code, product interest, etc.) ensure every lead lands with the right person.

The problem: Customer data is maintained twice, in the CRM system and the marketing automation platform, and contains different information. You lose track of which system has the right version.

The solution: With DataAgents, you can intelligently connect both systems without additional middleware. The workflow automatically synchronizes CRM and marketing automation, matches records, enriches them where required using email signatures, Excel lists or online sources, and ensures consistent, up to date information in both systems.