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  • July 23, 2013

Zurmo CRM Adds Three Tools to Perfect Data Completeness

Developers of the Zurmo open-source customer relationship management application today announced the addition of Rapleaf, Zapier, and Import2 to its CRM product to enhance data completeness for CRM users.

Zurmo has used the Rapleaf API to provide users with additional data on their existing CRM records. The data furnished by Rapleaf is based on the email address associated with a lead or contact, core marketing demographics, and interest data, including age, gender, marital status, and income. The inclusion of these data fields in Zurmo could allow users to personalize content.

By integrating with Zapier, Zurmo users can automate tasks between other online platforms. This allows for direct interaction between Zurmo and applications like Wufoo, Yammer, Dropbox, Wordpress, Evernote, and many more. This allows users to seamlessly pass data to and from Zurmo and their other internal applications without needing to double enter data. This increases adoption of Zurmo and encourages data completeness, since users know that data in other systems will be affected by the usage and data integrity of the CRM.

Import2 automates data import to Zurmo from other CRMs, such as Zoho, SugarCRM, or Salesforce, with a click of a button. Import2 empowers users to control the data they store in the cloud apps they use. The tool allows for simple migration of data in and out of apps. 

"A major issue with CRM can be missing data and low data integrity. When a record lacks needed information, marketing, sales, and support processes suffer. Yes, poor training and low user adoption are major culprits. Zurmo's built-in gaming mechanics have proven to motivate users to follow best practices," said Stafford Mckay, director of marketing at Zurmo, in a statement. "When it comes to big data and an era where analytics matter more than ever, data must be whole and crystal clear. The Zurmo community is raising expectations in the CRM space and these three new tools have brought us even further."


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