With the company matching functionality, you can match the companies from your CRM to Vainu with ease. Company matching allows you to update the incorrect or outdated data in your CRM with real-time company data, and enrich your CRM records with additional data points. In short, company matching is at the core of a data enrichment process.
We've updated the company data matching workflow to allow you to get better control over your company's CRM data updates. Let's dig in.👇
In the Company matching section under your Integrations settings, you can match companies from your CRM to Vainu. Matching allows you to get the most out of your CRM data:
Vainu matches companies by identifying certain data points like company name, business id, and address.
Matching your CRM data with Vainu's database is now more transparent. You can review your company matching results immediately after the matching is ready:
Here's the updated company matching results breakdown👇
You may need to restart the company matching process in the following situations:
You can restart the company matching workflow in the Advanced settings. 👇
This is the beauty of a solid CRM integration. By enabling the Sync company data functionality, Vainu will actively fetch information on the accounts in your CRM, allowing you to use your CRM data in sales prospecting. This way you can cut down manual work, making your sales process more effective. Read more (👉here), how to build company lists in Vainu with the help of the CRM data filters.
Want to see the latest updates in action? Click here to get to your Integrations settings page. Questions? Chat with us or email support@vainu.io. 🚀