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Our Mission Statement
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CRM Platform – Data Square
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CRM Platform

An integrated marketing and sales portal with real-time hygiene, analytics and trigger campaigns

CRM Square

CRM Square is Data Square's signature CRM business software. It’s an enterprise-level platform with a set of interconnected modules that is designed to integrate disparate data, provide actionable insight, and enable closed-loop omnichannel campaigns and communications.
This proprietary and affordable platform is designed to pay for itself in less than 12 months by generating a 5% to 50% lift in attributes such as Customer Retention, Demand Generation, Revenue Growth, Fundraising, Product Diversification, Cross-sell, and Reactivation. Sign up for a demo of our customer relationship management software today to get started.

Data Management

The Database module includes a custom designed multi-layer database with real-time or batch data integration, hygiene and data marts.

– Custom Database Design
– Identity Creation
– Multi-source Data Integration
– Data Hygiene, Address & Email Hygiene
– Data Enhancement & Radius Append
– Data Quality and Anomaly Detection
– Sophisticated Data Transformation
– Reporting, Campaign, Analytic Data Marts

Contact Management

The Contact module empowers sales, customer service and fundraising teams with relevant data, personalized recommendations and list pull functionality along with task management and reporting.

– Lookup feature with  contact details, past purchases, demographics, preferences, and wishlists.
– List pull functionality to create contactable lists based on prior purchases and wish lists.
– Email deployment functionality to enable sales associates to send out targeted communications.
– Product-level Recommendations based on back-end analytics to propose coordinated offerings.
– Customer-level Recommendations for offer, treatment, message and next logical product.
– Task Management and Reporting for assigning, monitoring and improving sales performance.

Reporting and BI

The report module is an enterprise reporting application powered by a Measurement Strategy, Report Library, and ad-hoc report functionality:
– User friendly GUI
– Multi-table join and complex selections
– Filtering and Aggregation
– Charts, Graphs, and Tables
– Multiple export options
– Public and private report folders
– Advanced scheduling and email notification

Advanced Analytics

The Analytics module includes a suite of custom-developed models and segmentation schemes designed to optimize campaigns.
– Analytic Data Mart Development
– Custom Models & Segmentation
– Dynamic Model Scoring Engine
– Automated EDA
– On-demand Model Profiles
– Automated Model Diagnostics

Campaign Management

The Campaign module is an Enterprise Campaign Automation platform designed to create and evaluate complex multi-channel and multi-wave campaigns such as direct mail, email, text, and phone.

– Complex selections and multi-level table joins
– Filtering, sort, and random selection functionality
– Weighted control groups & sampling calculator
– Sophisticated segmentation options
– Advanced scheduling & email notification
– Automated export to ftp, web, email
– Powerful metadata layer for campaign evaluation on multiple dimensions and metrics.

Extract Management

The Extract module is designed to pull one-time or recurring data extracts using complex selections from a CRM database that integrates, cleanses, and links disparate data sources to create a single entity.
– Complex selections and multi-level table joins
– Filtering, sort and random selection functionality
– Sophisticated segmentation options
– Multiple export options
– Advanced scheduling and email notification
– Automated publishing via email and sftp
– Advanced trigger-based extracts from CRM Db

Email Marketing

An integrated closed-loop digital application for creation, execution and evaluation of email, mobile, social media, and web campaigns.
– Personalization and Dynamic Content Management
– Spam probability Testing and Scheduling options
– Automated Multivariate Testing
– Social Engagement Tracking
– Closed Loop Integration with CRM/Marketing Db
– CRM and Database-driven Trigger Campaigns
– Performance Reporting on Email and Db Metrics

Strategic Consulting

Strategic consulting to customize the platform based on business goals, planned campaigns, and available assets
– CRM Roadmap
– Data Model & Data Mart Design
– Data Strategy
– Metrics Strategy
– Advanced Analytics Strategy
– Enterprise Testing Strategy
– Campaign Strategy & Review
– Digital and Social Integration Strategy

CRM Resources

Data Square has provided CRM thought-leadership to the industry and its clients for over two decades.
Ready to jumpstart your marketing and sales initiatives?
Schedule a free demo of Data Square’s integrated marketing and sales platform.