Contacts

You use the contacts template to master marketing data commonly stored in customer relationship management (CRM) software, such as B2C and B2B contacts.

The data product produced by this template provides a 360-degree view of your B2B or B2C contacts, and ensures that you have the most complete and up-to-date information for each contact.

This data product template provides:

  • An industry-standard schema for B2B and B2C contact data.
  • A machine learning model that deduplicates entities within, and across, your data sources.
  • Data quality services for each contact's personal and business address and phone data.

Use Cases for this Template

Applying the contacts template to your data helps you answer questions like:

  • Where is there overlap when you consolidate data from several customer relationship management (CRM) systems?
  • How many unique contacts do you have?
  • What is the validated address and phone number for each contact?

Related Templates

Other templates would be a better choice if you need to:

  • Master healthcare-related contact data: the patients and healthcare providers templates are designed for this type of data.
  • Master data for B2C contacts only, and your data does not include business contact information: the B2C customers is designed for this type of data.

Using this Template

To learn more about this template’s requirements, processing, and resulting mastered entities, see: