Qualité des données CRM
Use emails as a contact data source for your CRM.
Contact information from incoming emails is extracted automatically, matched against your CRM, and any missing details are added.
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Workflow templates for sales and CRM.
Browse workflow templates for the entire sales process, with optional AI support and CRM integration. Automate internal processes, marketing, trade shows and the maintenance of CRM data. This is a sample of what's possible, and every template adapts to the way you work.
Salons & événements
Invitation management for events.
Visitors register for your events and are created in VisitReport and in your marketing automation. The confirmation email includes a QR code used to check them in at the event.
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Processus internes
Research custom insights on leads and contacts.
AI agents research custom insights on existing leads or contacts, calculate lead scores, and add them to your CRM system in structured form.
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Salons & événements
Self-service lead capture via web form.
Visitors at your trade show booth scan a QR code and fill in a contact form. The data they enter is enriched automatically, deduplicated, and stored in your CRM and in VisitReport.
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Processus internes
Get to know DataAgents: receive improvement suggestions.
For incoming contacts or accounts, the workflow runs a duplicate check and creates suggested changes without writing anything to your CRM system. That way you can see how DataAgents can improve your data quality.
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Marketing
Detect email bounces and find new contacts.
Undeliverable emails are detected automatically and the affected contacts are flagged in your CRM. A new contact is then searched for and created automatically.
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Salons & événements
Notify your support or sales team about trade show conversations.
Conversation data from the trade show report is routed to the right team automatically, so support cases and leads reach the people responsible for them directly.
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Salons & événements
Score trade show leads and prioritize them for sales.
Trade show leads are scored automatically right after capture, matched against your CRM, and transferred in priority order, with no manual effort at all.
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Qualité des données CRM
Enrich new leads and contacts automatically.
Leads and contacts newly created in your CRM are assessed, normalized, and enriched with additional company and person data automatically.
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Salons & événements
Enrich trade show leads and export them to your CRM.
Export visit reports from trade shows or events to your CRM, including deduplication, enrichment, and notifications.
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Des connecteurs rapides pour un processus de vente fluide.
Qu'il s'agisse d'un système CRM ou d'une solution d'automatisation du marketing, DataAgents fait bon ménage avec tous les systèmes courants.
FAQ.
Yes. The workflow library shows only a small part of what CRM automation with DataAgents can do. Every template can be adapted to your own fields, CRM structures and approval steps, and you can add workflows of your own.
No. The workflows run without an AI component too. AI comes in only where it makes a real difference, or wherever you want it to: researching specific information about a lead, for example, or scoring trade show leads.
We show you use cases for your own area, whether that is sales, marketing, sales & CRM ops or revenue leaders. It is a good first stop for finding the right workflows.
The fastest route is a conversation: book a demo and we will go through your use cases and help you pick and set up the workflows that fit.