Userguide. NN Markedsdata. for. Microsoft Dynamics CRM v. 1.0

Transkript

1 Userguide NN Markedsdata for Microsoft Dynamics CRM 2011 v. 1.0 NN Markedsdata www.

2 Introduction Navne & Numre Web Services for Microsoft Dynamics CRM hereafter termed NN-DynCRM enable integration to Microsoft Dynamics CRM ver. 4.0 hereafter termed CRM. With NN-DynCRM it is possible to create and maintain your companies, leads as well as your contacts in CRM, via access to NN Markedsdata s Business Data Register and/or Telephone Register. Navne & Numre Erhverv in the following termed NNE is a business data register where you can seek information on all CVR-registered companies in Denmark. CVR is the Danish Central Business Register. The information can be imported into CRM, or retrieved dynamically from CRM with a direct link to the database. Organisation of data Information on the companies in the NNE-database are organised in three main categories (that can be imported into CRM): Particulars (name, address, phone no., fax no., CVR no., website, trade, company form, company status, number of employees and so on.) Information on Contacts, hard (statutory e.g. Board and Management) as well as soft (voluntary e.g. Sales, Finance, IT, HR and so on) Financial related information (accounts, key figures, credit ratings, accountant, bank connection and so on) Fundamentally, NN-DynCRM can be used in two ways in relation to NNE: A. Search for as well as import of a specific company from a CRM account, and later on update of that same company B. Target Group Search directly in the NNE-database based on self-chosen search criteria. The search result (or part hereof) can if you wish be imported into CRM A: Search & import of a specific company from a CRM account On a newly created CRM account, you only have to type in company name (or phone no., CVR no. or the like), and thereafter retrieve all corporate information directly from the NNE-database: Side 1

3 In the illustrated example the company name De Gule Sider has been typed in, and the NN-icon has been clicked. As illustrated, the NNE-database holds information on 24 companies under the name "De Gule Sider": Side 2

4 The company marked with bold is a mother company, the one containing e.g. key figures and accounts. It is also known as the Legal Unit. The companies written in normal font are branch offices at De Gule Sider, and therefore have the same CVR no. In the illustrating case, we wish to import the mother company and therefore click on the bold company name. If you are unsure if it is the right on, you can click on the NN-icon to the left, and find some information on the company. You will now see a screen display with two types of corporate information on the company "De Gule Sider A/S": The information that are already in your NN-DynCRM. In this case that is only the case for the company name. As well as the information that the NNE-database holds on the company (and that you, in your CRM-configuration, have marked as being of interest). Side 3

5 When you have marked the relevant information, you click on Save and Close which will take you back to the CRM account now complete with address, phone and fax numbers, CVR no. and website. In addition, the NN-DynCRM has also imported those contacts in the company that you have marked (e.g. Board members, Management, Head of Finance, Head of HR etc.), key figures and accounts (as far back as five years), categories and trade codes. Side 4

6 You can continually keep your CRM accounts updated by, at any time, clicking the NN-icon and retrieve the newest data from the NNE-database. In the middle of the CRM account you can see when the company was last updated. In that same way you can, from a newly created CRM account, search, import and continually update all NNE-information on a given company. Note, however, that CRM only handles 1 contact on leads. In settings you can prioritize which one. Leads are considered electronic calling cards. B: Target Group Search in the NNE-database You use the search page Business Data to search for companies. You can purchase access to Personal Data as an ad-on. See how. In the example below we execute a search for temp agencies with a minimum total of 400 employees we sort out all branches. If you don t know the specific trade code for temp agencies (782000), you can use the search field illustrated below. You then type 400 in the field Employees and you mark Only mother companies. Now you click Search. Side 5

7 The search result will be shown as illustrated below. Please notice that the icons indicate that Activcare A/S already has been set up in CRM as an Account and Adecco has been set up as a Lead. Side 6

8 . Installationsvejledning, NN-DynCRM ver All (or most) of the companies in the result can be imported into CRM. You just mark the box left of the company names and click Import Selected Records or alternatively Import All. You can now indicate whether you wish to import the companies as Leads or as CRM accounts: You can, at the same time, choose to create a Marketing list holding the imported companies so that they will be easier to work on in CRM. Side 7

9 . Installationsvejledning, NN-DynCRM ver Navne & Numre Privat Navne & Numre Privat in the following termed NN is a Telephone Register, in which you can find information on all Danish telephone subscribers. Consequently, NN-database holds information on both private individuals and companies. Organisation of data Information on individuals (and companies) in the NN-database are organised in a very simple manner in order to oblige to present laws, which dictate how many (few) information, you are allowed to register on private individuals. All information can be imported into CRM: Name Address No. (telephone, fax and mobile) Job title Website address Fundamentally, NN-DynCRM can be used in two ways in relation to NN. Search directly from a CRM account for a specific individual as well as import of information on that individual. Target Group Search directly in the NN-database based on self-chosen search criteria. The search result (or part hereof) can if you wish be imported into CRM. Side 8

10 . Installationsvejledning, NN-DynCRM ver Search and import of a specific private individual directly in Contact On a newly created CRM Contact, you only have to indicate, for example, a phone no. You can then later on retrieve name and address information directly from the NN-database. Created as CRM contact: Side 9

11 Configuration In order to gain complete output, you can export leads and send them to NN Markedsdata where the records will be added a unikid. The returned file can be downloaded via Import data. Side 10

12 The License key you ve received from NN Markedsdata should be typed here. You can also access by registering your IP no. It is important to go through all the different settings. Side 11

13 This is where you, among other things, indicate, which areas of function you wish to include when you create a CRM account. Side 12