What is customer master data management?

Customer master data management describes the processes and technologies businesses use to create and maintain accurate customer information. It ensures data integrity, enhances customer experiences and supports effective decision-making.

What is a customer data platform?

A customer data platform (CDP) is the same as a customer data management solution. It’s a type of software built for centralizing and organizing all types of data on a business’s prospects, leads and customers.

How can a customer relationship management tool (CRM) help with customer data management?

A CRM system provides a centralized database to store data on customer interactions, preferences and transactions. It acts as a single source of truth for sales, customer support and marketing teams. Use your CRM to support your customer data management strategy. Track sales activities in real time and inform personalized sales and marketing interactions across the customer journey .

Is Pipedrive a suitable customer data management tool for remote teams?

Pipedrive is a cloud-based customer data platform, meaning users access it through the internet rather than via an on-premise CRM server. Remote and field-based sales reps can work from any location on a range of devices. Users can even access customer data while offline, allowing them to attend every meeting fully informed.

Customer data management software

Customer data management (CDM) software organizes all types of contact data, from purchase histories and preferences to contact timelines.

Businesses use CDM tools to better understand existing and potential customers, personalize interactions and build profitable relationships.

Pipedrive gives you a clear view of your audience so you can tailor your sales and marketing efforts to engage the right people.

14-day trial. Zero cost. Full access. No credit card required.

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Pipedrive’s key customer data management features and add-ons

Features that support customer data management best practices help you understand your customer base and deliver value with every interaction.

Master data-driven decision-making

Turn customer data into actionable insights using customizable reports and dashboards.

Automate repetitive workflows

Automate basic admin tasks to create more time for tailored, meaningful customer interactions.

Manage leads and keep deals moving

Add more deals to your pipeline and nurture leads to increase opportunities and boost your win rate.

Track sales from start to finish

Keep leads engaged from their earliest interactions through to converting new customers with full visibility of your sales pipeline.

Keep customer data private and secure

Prevent data breaches with Pipedrive, which has multiple data security certificates, world-class infrastructure and a host of other privacy measures.

Enrich customer profiles in seconds

Get to know buyers with instant access to profile-enhancing details from third-party data sources.

What to look for in customer data management software

With so many customer data management tools available, knowing which will deliver the best ROI for your business can be tough.

Prioritize the following features when comparing providers and their products.

Contact management automation. Keep track of customer needs with automated sales notifications.
Effortless lead generation. Get leads from various sources to expand your customer database.
Integrations. Sync customer data across various apps with more than 400 useful integrations.
Market segmentation. Sort contacts using demographic data to boost customer engagement with targeted marketing.
CRM data import and export. Import data from spreadsheets and other tools to minimize disruption.

Add, view and edit customer data from anywhere

Being tied to a single location slows sales teams down and hinders customer experiences.

A cloud-based customer data management system with mobile functionality frees up reps to work anywhere with an internet connection.

Pipedrive lets users access their customer data on a range of devices and browsers. Use the iOS or Android app or pull up contact information in your web browser.

Learn more about mobile CRM.

Make sense of sales data with custom dashboards

If you don’t understand your sales data, you’ll never know if your customer information is contributing to profitable decision-making.

Custom dashboards give you accessible insights that let you gauge your CDM strategy’s effectiveness.

Pipedrive’s sales insights allow users at all levels to spot winning patterns and improvement opportunities, so your company makes the most of its customer data.

Learn about Pipedrive’s sales dashboards.

Share customer data with the rest of your tech stack

Inconsistent data stored across apps and software leads to confusion and poor business decisions.

Third-party integrations align CDM software with other sales and marketing tools to ensure data is clear and accurate wherever you view it.

Feed customer information into Pipedrive from email platforms, VoIP tools, messaging apps, social media channels and data storage clouds to keep data quality high across your organization.

Explore the Pipedrive Marketplace.

Collect relevant customer data with custom web forms

Irrelevant and incomplete data clogs up your CRM and distorts the view of your target audience.

Custom web forms streamline your data collection efforts. They help you collect information to improve marketing campaigns and deliver better customer experiences.

Pipedrive’s Web Forms feature allows you to create personalized, embeddable forms for your website so you can deliver customer-centric services.

Explore Web Forms.

Over 400+ integrations

Expand the capabilities of Pipedrive with hundreds of apps and integrations

See all apps and extensions

LeadBooster

LeadBooster is a paid Pipedrive add-on designed specifically for lead acquisition and management.

Its four-in-one toolkit helps you capture high-quality leads before they drift elsewhere:

Prospector. Discover high-value leads from a database of more than 400 million individual and business profiles.
Chatbot. Cut lead response times with automated communication and store the most valuable contact details in Pipedrive.
Live Chat. Get updates when leads need attention and deliver great customer experiences at pivotal touchpoints in the buyer journey.
Web Forms. Capture website visitors’ contact data.

Learn more about LeadBooster

How Pipedrive helped Inkwell grow revenue by 167%

Content marketing agency Inkwell struggled to track complex customer data – including multiple contacts for each company and personal details about each contact – with a spreadsheet alone.

Switching to Pipedrive allowed the company to store plenty of valuable lead information while maintaining a clear workflow. Inkwell’s year-on-year revenue grew 167% after adopting our customer data management platform.

“The move to Pipedrive made [customer data management] so much more user friendly, so it’s more likely people will use it and use it in the right way.”

Read the case study