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S&P Capital IQ Offers Data Solution for Customer Relationship Management

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S&P Capital IQ has pulled together vast amounts of its in-house data to create a data solution for customer relationship management (CRM) systems. The aim of the company’s CRM Data Suite is to help users seed and power proprietary CRM systems that avoid duplication of records and are instead based on master records updated by S&P Capital IQ.

The service has been on beta test for a couple of months and goes into production today, offering machine readable information on global public and private companies that can be linked to other information in user applications, sliced and diced, and used to develop business intelligence around specific entities. The data solution supports master account level roll-up as well as basics such as company names, business descriptions and contact information.

Rui Carvalho, managing director of S&P Capital IQ, says: “CRM Data suite allows users to set up a master account along with a representation of affiliates and subsidiaries across the global company universe, creating efficiencies and enabling an enterprise view of customer relationships.”

S&P Capital IQ says the service responds to client needs and will benefit any firm with a sales organisation, research teams and company departments such as finance, legal and investor relations. The data is provided on an on-demand basis with a per user cost, or as a data feed with pricing based on the use case model and number of seats. The on-demand service is expected to gain most traction, with the feed solution expected to be used by clients such as insurance firms that want to package the data with their own data to deliver new datasets.

John Schirripa, senior director, Enterprise Solutions at S&P Capital IQ, explains: “Many of our clients have a problem with managing accounts in their CRM systems as one company may be represented in many ways. CRM Data Suite solves the problem by providing the core infrastructure to manage and maintain a single record for each company and allowing users of the service to map their data to this master record. We offer robust entity management processes, including a system of aliases, to help manage this. The benefits of the service include a breadth of data that is constantly updated and maintained, a complete business intelligence picture and a view of subsidiary and affiliate relationships in users’ CRM systems.”

Reflecting S&P Capital IQ’s intent to deploy low latency technology acquired with QuantHouse in April across many of its services, Schirripa says the CRM Data Suite is built on existing on-demand technologies, but notes that the acquisition of QuantHouse will improve the company’s ability to deliver on-demand solutions including CRM Data Suite.

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