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Institution/organization name - data enrichment services recommendations

  • 1.  Institution/organization name - data enrichment services recommendations

    Posted 28 days ago
    Hi everyone

    We have collected free text entry for org names and thus have poor data hygiene in our Accounts data. Does anyone use a data service to standardize organization names? Ideally we can use the data service to both clean up current org names in the system, as well as use it as a drop down to collect new org info on our website/portals going forward.

    Does anyone have a service/firm that they would recommend?

    Any insight is much appreciated! #dataManagement, #disambiguateData

    Zhabiz​​

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    Zhabiz Chu
    American Society of Clinical Oncology
    Alexandria VA
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  • 2.  RE: Institution/organization name - data enrichment services recommendations

    D365UG/CRMUG ALL STAR
    Posted 26 days ago
    @Zhabiz Chu - Good question!
    We struggled with this at my former firm for the exact same reason!​​ In that case, we were more concerned about duplicates so we took a bit of a different approach.


    Two tools you could look into are InsideView and D&B. Both have integrations with CRM to do different types of data cleaning. InsideView lives within the account or contact record and can pull and sync updated data for those records from many data sources. D&B will do some bulk data clean up by comparing your records with their data sources. Plus lots of other features in both.


    Has anyone else dealt with this problem?

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    Kylie Kiser
    Product Owner, CRM
    Ascensus

    www.CRMUG.com/Washington
    KylieKiser.com
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  • 3.  RE: Institution/organization name - data enrichment services recommendations

    Posted 26 days ago
    Hi Zhabiz,
    I agree with Kylie that those are a couple of good tools to use with CRM but is also sounds like you want this for when Doctors and other members are entering their own data into the website/portal. There are a few services out there that offer APIs, most cost something. There are a few I have looked at in the past FullContact Company API, http://www.fullcontact.com/api, Data Infinity http://datainfinity.co​. I also found a blog about a free Company Autocomplete API service here: https://blog.clearbit.com/company-autocomplete-api

    Hope this helps you get started!

    Brett Meyer
    Director of Product Management and Services
    StratusLIVE

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    Brett Meyer
    Director of Prod Mgmt and Services
    Self
    Virginia Beach VA
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