Frequently Asked Questions
What data does CRM Refresh use?
CRM Refresh’s data verification combines over 1,300 email service providers and telecom sources and sorting through millions of data points.
The CRM Refresh D.A.V.E. provides contact intelligence from a variety of sources: social presence, company websites, crowdsourcing, and many more. We source all of our own data.
Each contact’s record is verified in real-time:
- Historical performance
- Historical complaints
- Historical opt-outs
- Deceased individuals
- Historical Clicks
- Historical Opens
How does CRM Refresh score my data?
A – Exact Match – all data points (name, title, company, email, phone) match exactly.
B – Phrase Match – most data points match (name, company, email, phone) but one or more data point is not exact (title for example)
D – Can not verify this data – the data may or may not be right, but our systems cannot find or confirm the accuracy.
F – Invalid – One or More Major data point (name, title, company, email, phone) isinvalid
Does CRM Refresh work with Salesforce?
Yes! CRM Refresh was built as a native app in Salesforce’s own data centers and has been approved by Salesforce. It undergoes a periodic comprehensive security review with Salesforce Engineering to ensure your data is secure.
Can I invite my company or team to use it?
How do I connect my CRM to CRM Refresh?
We use O-Authorization which encrypts all of your data.
What other CRM's does CRM Refresh work with?
What contact data can I verify with CRM Refresh?
The D.A.V.E. system will check:
- Phone (direct and mobile)
If any of these data points change you are notified in email, sms and in the dashboard.
Can CRM Refresh fix my bad contact data?
About CRM Refresh
Data Validation and Accuracy Engine
The D.A.V.E – Data Accuracy and Verification Engine – A.I. continuously scans your contact data to ensure that it is accurate and valid.
CRM Refresh verifies contact data in your crm
You can fix the data that is incorrect or out of date. You can use your own data providers or have our CRM Refresh fix it for you.
You can set a limit to the data that you want automatically fix it.
You can maintain higher contact data in your CRM by having CRM Refresh run a daily, weekly or monthly verification on all or some of your contacts.
You can use CRM Refresh with two plans:
- Credits – one time never expiring credits.
Based on the level of your plan or credits – will process that amount of contacts (or leads in Salesforce).