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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

D&B Optimizer effectively eliminates inaccurate data, ensuring that sales professionals who rely on their CRM can operate at peak efficiency with accurate and current information, leading to precise targeting and significantly enhanced customer experiences. This not only fosters a more satisfied and successful sales team but also streamlines the process of identifying high-potential prospects and engaging target markets. As a secure, cloud-based solution, D&B Optimizer enriches your marketing and sales databases, featuring sophisticated analytics and seamless integration capabilities with platforms like Salesforce and Microsoft. By optimizing both existing and newly gathered data, it empowers businesses to achieve better segmentation and targeting, thereby accelerating overall growth. Maintaining up-to-date data remains a significant challenge for sales and marketing departments, with studies indicating that a staggering 91 percent of CRM data may be incomplete and that around 70 percent deteriorates each year. Consequently, utilizing D&B Optimizer can be a game-changer for teams striving to keep their information accurate and actionable.

Description

XL-Connector offers a seamless solution for extracting data from Salesforce, allowing users to manipulate it in Excel and effortlessly upload it back with a single click—eliminating the need for cumbersome CSV files while providing the full suite of Excel's powerful features such as pivot tables, charts, formulas, and lookups. Retrieving updated data from Salesforce.com is remarkably straightforward; simply hit the “Refresh” button, and your data will be instantly current. After making your desired changes, you can send the edited information back to Salesforce with just one click. Additionally, if you manage multiple logins, XL-Connector conveniently stores them, making account switching a breeze, with no restrictions on the number of Salesforce.com organizations you can connect to. Once installed, simply navigate to the XL-Connector tab in your Excel ribbon, log in using your Salesforce ID, and select “Reports”—it truly takes less time to display your real-time data in a familiar Excel interface than it does to describe the process. This efficiency not only saves time but also enhances productivity by integrating Salesforce data directly into your workflow.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Microsoft Dynamics 365 Yes 
Salesforce Yes 

Integrations

Microsoft Dynamics 365 No 
Salesforce No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$99 per year
Free Trial Yes 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

D&B Optimizer

Country

Sweden

Website

www.dnb.com/en-gb/products-and-services/db-optimizer/

Vendor Details

Company Name

Xappex

Founded

2013

Country

United States

Website

www.xappex.com/xl-connector/

Product Features

Data Quality

Address Validation No 
Data Deduplication No 
Data Discovery No 
Data Profililng No 
Master Data Management No 
Match & Merge No 
Metadata Management No 

Sales Intelligence

CRM Integration No 
Data Cleaning No 
Data Enrichment No 
Data Import/Export No 
Data Mining No 
Data Verification No 
Email Integration No 
Lead Scoring No 
List Building No 
Performance Management No 
Pipeline Management No 
Predictive Modeling/Analytics No 
Prospecting Tools No 
Reporting/Analytics No 
Sales Forecasting No 

Product Features

Integration

Dashboard Yes 
ETL - Extract / Transform / Load No 
Metadata Management Yes 
Multiple Data Sources No 
Web Services No 

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