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ACD - Add Company Data

Having correct company data in a CRM system with as little effort as possible is very valuable. Traditionally, the responsibility to make sure that the data is correct in the CRM system lies on the users of the system. They have to look up all the data when adding new companies and make sure to keep it updated when it has changed. This takes time and the risk for bad data is high. What usually happens is inadequate information on the companies in the CRM system and a lot of duplicates.

This add-on helps Lime CRM users with this work by providing a way to access a company data source from Lime CRM.

By letting a Lime CRM user have access to a company data source in Lime CRM:

  • The user will have to spend very little time creating a new company and still be sure that all the relevant information is there.
  • The user can be sure that the information is accurate. No risk for calling the wrong number or going to the wrong address on customer visits.
  • The user will not create duplicates.
  • The user can keep their company data updated.
  • The CRM system will have better data quality overall: Fields are actually filled out.

Features

  • Search for companies from your data provider when creating new companies in Lime CRM.
  • Link existing companies to companies from your data provider.
  • Get automatic updates from your data provider (for now only supported with Proff).
  • Supported data providers:
    • Brreg (the Brønnøysundregistrene API).
    • Checkbiz (the Checkbiz API).
    • Creditsafe (the Connect API).
    • Dun & Bradstreet:
      • Data Blocks (Direct+ and Connect API).
      • CMPELK (Direct+ API).
      • Business Contacts (Business Contacts API).
    • Proff (the Proff API).
    • Vainu (the Vainu API).
  • Totally configurable which data that should be imported from the data provider and in which Lime CRM field to save it in.
  • Possible to add support for other data providers or even your own data warehouse.

Info

This documentation discusses everything specific to this add-on. Please read the Add-on's FAQ for more general questions about add-ons.