Atlas for Microsoft® CRM combines over 22 years of addressing excellence with a continuous appetite for technical innovation.

Atlas is the complete address capture tool for Microsoft® CRM. It allows the operative to retrieve an accurate and complete address from a postcode or partial address, and place it directly into Microsoft® CRM. Atlas for Microsoft® CRM supports both the UK PAF and International Postal Authority datasets. The flexible architecture also enables support of various alternative domestic address files, i.e. the Land and Property Gazetteer.

Atlas for Microsoft® CRM provides an easy method of capturing addresses from only a postcode and premise number or name, or from an incomplete address that may exclude a postcode. This greatly speeds up the process of keying name and addresses into Microsoft® CRM while at the same time ensuring accurate address information is captured.

Step 1: Enter a postcode into the MS CRM Details screen and click 'Find Address'

Step 2

Select the appropriate address entry from the list returned by Atlas.

Step 3

The selected address is populated and the user resumes the next operation in MS CRM.

Features & Benefits

Atlas for Microsoft® CRM:

• Operates at all address entry points, ensuring a consistent method of capturing address data across the entire IT infrastructure and user-base.
• Provides validation of customer and prospect details on entry, throughout the entire customer lifecycle.
• Offers Rapid Address Postcode Lookups, reducing capture time and improving operator efficiency.
• Provides Partial Address Lookups, enabling addresses to be captured from incomplete information, ensuring the capture of accurate information.
• Incorporates a user-friendly interface, which requires minimal operator training.
• Ensures validated data, maximising customer analysis and subsequent reporting.
• Seamlessly integrates with Microsoft® CRM Sales and Microsoft® CRM Customer Services modules.
• Operates with Server and Outlook Client installations, enabling remote users to work independently.
• Supports various International Postal Authority datasets, formatting addresses to Microsoft® CRM requirements.
• Incorporates flexibility to operate with additional sector-specific address datasets, maximising business efficiency across all industries.

Implementation

Atlas for Microsoft® CRM can be easily deployed. Developed within the Microsoft® .NET Framework, it is seamlessly integrated within the Microsoft® CRM environment