Customer database features: what your core module must cover

In short

• Unified company profile with contacts, roles, and tax data.
• Duplicate detection during import and manual creation.
• Segmentation based on commercial, geographic, and behavioural criteria.
• Team-based access rights with a full audit log (change history).

Native features, one by one

Every function listed below is available natively within the module, not via third-party connectors, ensuring they operate on the same dataset as the rest of the platform.

• **Unified company profile**: Centralised view including contacts, functional roles, and tax identification numbers.
• **Duplicate detection**: Automated prevention at entry point and batch cleanup for imports.
• **Advanced segmentation**: Grouping by commercial terms, geography, or interaction history.
• **Access & Traceability**: Role-based permissions paired with a comprehensive modification log.

How to verify these features during a demo

Always ask to see the end-to-end process, from data entry to the final document. A demo using empty screens tells you nothing about how the system handles your actual business logic.

• **Request a demo for**: Consolidating existing sources and defining mandatory fields.
• **Request a demo for**: Running deduplication and validating tax data accuracy.
• **Request a demo for**: Allocating portfolios to specific account managers or reps.
• **Request a demo for**: Setting GDPR rules: legal basis, consent management, and data retention.

KPIs that prove your features are being used

Adoption should be measured, not assumed. Track these indicators from the first month of implementation:

• Percentage of complete profiles vs. total records
• Number of unresolved duplicates remaining in the base
• Customers with no recent activity or touchpoints
• Average number of verified contacts per company

Solution evaluation criteria

Frequently asked questions