Powering Your CRM
[Webinar Replay] Blueprints Made Simple: A Guide to S&P Global Data
Join this 30-minute session to learn how clean data and automated workflows help maintain a complete and accurate view of your customers by leveraging S&P Global Market Intelligence data.
The Powering Your CRM Blueprint is for marketing and sales professionals that need support cleaning and linking data, and building automated workflows for their customer relationship management (CRM) tools. This suite of products will help you collect, organize, and manage your customers in one place.
Utilize our variety of partnerships and connections to consume over 200 datasets from S&P Global. Sync data automatically to stay on top of key information when prospecting for new clients, growing relationships, finding new deals, and measuring your market.
This Blueprint includes:
- Salesforce App: Leverage an out-of-the-box solution to enrich company accounts, contacts, and leads, right within your Salesforce instance.
- Census Data Connections: Streamline feed implementation info more than 160+ sales tools and CRM platforms with a point-and-click interface to start using data sooner.
- Intapp Conflicts: Reduce risk by using the S&P Global integration with Intapp Conflicts Management solutions for identifying conflicts of interest within company hierarchies and boards.
- DealCloud DataCortex: Identify investment targets and manage deal relationships via the DealCloud CRM, supported with company, financials, professionals, and investment data provided by S&P Global Market Intelligence.
- Kensho Link: Clean your dirty data with a machine-learning solution to help identify and match company records to S&P Global’s entity universe.
- Private Company Financials: Expand your target universe with more than 50 million company profiles, including geography, industry, and financial information to support your client prospecting workflows.
- Business Entity Cross Reference Service (BECRS): Cross-reference capabilities for millions of public and private entities using standardized and proprietary identifiers.
- Global Instruments Cross Reference Service (GICRS): Deep database of global security identifiers cross-referencing over 65 million instruments.
- Industry Sector Cross Reference Service (ISCRS): Multiple industry classifications all linked at the company level.