AI-powered automation for reliable CRM processes.

The problem: Changes to contact addresses are not reflected in the CRM, even though the most up to date data is in the e-mail in box.

The solution: Several times a day, emails arrive in your inbox containing complete and up to date Signature details. DataAgents automatically detects the contact information, compares it with the CRM system, and fills in any missing details. Business networks and company databases provide additional data.

The problem: A valuable attendee list from an event can only be imported into the CRM system with enormous time and manual effort. In the process, Duplicates are often created unintentionally.

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The problem: Outdated contact information in the CRM system means potential leads are not reachable and valuable sales opportunities are lost.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. Individualized criteria (postal code, product interest, etc.) ensure accurate routing.

The problem: Customer data is maintained twice, in the CRM system and the marketing automation platform, and contains different information. You lose sight 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, matches records, enriches them where required using email Signatures, Excel lists or online sources, and ensures consistent, up to date information in both systems.