Our Data Management services leverage proven data-based solutions, combined with skilled resources to ensure a successful, cost-effective outcome. These cover Migration, Extraction, Standardisation, and Digitisation together with Analytics, Research, and Call Centre Solutions for outsourced support.

Data Migration

Data migration is significant when it comes to shifting sensitive business details & files from one location to another. We are professionally trained & experienced in moving data as a one-off from a legacy application to a desirable platform. We have robust IT infrastructure and security systems that ensure efficiency, security, and integrity of customer information & historical data.  Ensuring cohesive datasets is our specialty, which involves creating periodic sync routines, or building real-time integration. We maintain data integrity throughout this process.

Data Extraction

Obtain data from a database or cloud-based platform in its full integrity through data extraction services. We offer tailored extraction solutions, which ensure replicating data from existing formats like PDFs, saving you time, effort and headache. In addition, we put on our creative hat for drawing & preparing your digital assets from raw datasets.

Data Standardisation

With data standardization, we bring data of any type into a uniform format. We have advanced formatting tools that can present Data in a consistent format for easier processing. It allows researchers and analysts to discover breakthroughs, analyse and utilise findings. This is also particularly useful in high volume repetitive tasks like processing Purchase Orders from your reseller channel.

Data Digitisation

Translate paper-bound data into digital files with our high-quality data digitisation services. We automate scanning and data recognition using Optical Character Recognition (OCR). It converts offline data into a PDF or desirable file format. With this, we ensure repurposing of data, like extensive real estate details. You may index, search and tag any datasets, phrases or key words, which saves hours on data retrieval and frees up valuable office real estate.

Data Analytics

Data analytics makes decision-making easier. We ensure the conversion of raw data into meaningful information by connecting to your existing data sources to build unique workspaces. These workspaces enable us to access insights & share them across different applications. From custom reports to purpose-built algorithms and artificial intelligence, let your Data guide you to work smarter.

Data Research

Whether its web scraping for Lead Generation or gathering intelligence for Market Analysis, our online specialists will churn out qualified Data at speed, without compromising on quality.

Call Centres

We train and manage Agents to represent your Business in a professional manner, using our Service Management tools to implement SLAs, log Incidents, assign Tasks, escalate Issues, with integrated updates to your key applications. We provide Agents for back-end work as well as front-end customer engagement, ensuring both written and spoken language skills are vetted to the required level.

Data Validation

Maximise the value of your Data with our exceptional validation services. We verify the validity & authenticity of every dataset twice, through both manual and software-based testing. This converts Data into a meaningful and trustworthy asset, on the back of which you can apply automation and workflows to boost your productivity.

Data Mining

Data mining can change the way your Business operates. Using our data-modelling techniques, you can foresee and plan for outcomes. We mine a large volume of datasets, which include extraction, transformation, and process-loading. By using a broad range of techniques, we provide valuable information that highlights numerous ways to increase your revenues, cut costs, improve customer relationships, and reduce risks.

Does your CRM help you comply with GDPR (General Data Protection Regulation)?

GDPR requires your business processes to go beyond just ensuring data protection. It requires that you are transparent and secure in processing personal data.

Here are the three main areas where Zoho CRM will help by simply switching on Compliance Settings; which is a provision to help you decide how you want to handle, manage, and process personal data of your customers to comply with GDPR for your organization.

Data Collection

Keep track of the sources for your customer data, and validate your customer's interest in your service before you start processing their information.

With multiple sources for customer data (webforms, imports, manual creation, APIs, or third-party integrations), keep track of it all under the customer's record details. In the case of webforms, additional details like form name and IP address will be captured.

Enable features like Double opt-in mechanism for webforms so customers who submit their information will have to confirm their submission before their data is pushed into Zoho CRM. Double opt-in helps you get quality leads, and lets you dedicate time and resources on people who want to hear from you.

Data Processing

Ensure lawful and secure processing of your customer's personal data. Stay accountable by documenting the processing activities done on a customer's data.

Identify, categorize, and mark customers based on one of the six lawful bases for data processing: Legitimate Interest, Consent, Performance of a Contract, Legal Obligations, Vital Interest, or Public Interests.

Based on the type of customer and the personal information being processed, you must ask for their consent. Easily obtain consent through a customizable form, which you can email to your customers.

Mark fields that contain personal information and decide if the information is sensitive or not. Based on the preferences under the Compliance Settings, you can restrict information in these fields from being processed during exports, APIs, and connected services.

Zoho CRM uses one of the strongest and most robust ciphers - AES (Advanced Encryption Standard) - to encrypt your sensitive data. In addition to protecting data during transit, Zoho CRM secures data stored in servers using AES-256 encryption standard to ensure anonymity of customer information, in case of a leak or a breach.

Monitor your team's activities with audit logs, so you can track who did what and when. For example, all actions done by your users with respect to record deletion and modifications will be audited.

Data Subject Rights

Customers can exercise various rights they are entitled to under GDPR at any time. Keep track of these requests and address them in a timely manner.

Access (Right to Access)

Let your customers access their data through the Customer Portal. Or let them know they can access it by sending them an email, which you can create by inserting the required merge fields in a template.

Rectify (Right to Rectify)

Export customer information with ease, send to them for rectification, and update it in CRM. If customers have access to the Customer Portal, they can view their information there and update it themselves, when necessary.

Export (Right to Data Portability)

Export customer information as a CSV file, which is directly attached to an email, and then sent to the customer. This export ensures that no information is stored on external devices.

Stop Process (Right to Restrict Processing)

When this right is exercised, the customer's record gets locked automatically to prevent any further processing of the information.

Erase (Right to be Forgotten)

You can easily delete a customer's information from Zoho CRM when a "Right to be Forgotten" is requested. Once deleted, the record will be moved to a blocklist to warn users when the same record is being pushed into the system again.