23D&B Integration (End User)

D&B Integration (End User)

This chapter describes how to use D&B data and reports to manage customer relationships, acquire new customers, and create high quality new account records. It includes the following topics:

Accessing Company Data and Reports with D&B

The D&B screen allows you to access D&B marketing data as well as business and credit reports from within your Siebel application.

You can directly access D&B data for use in prospecting, qualifying leads, and generating marketing lists. You also can integrate D&B data and reports into your Siebel application, allowing you to perform the following tasks:

  • Use D&B information to standardize data for your customer accounts.

  • Access D&B business and credit reports.

  • Search D&B for new accounts.

  • Generate prospect lists from D&B relationships and demographic data.

  • View account hierarchies and related opportunities across a corporate family structure.

Viewing D&B Aggregate Data for a Company

When you have the D&B account information loaded into your Siebel application, some views allow you to use the data and view company hierarchies. The following procedure explains how to view aggregate data for a company using the D&B screen.

Note: D&B data for a company is read-only until the company is promoted to a Siebel account. For more information, see Promoting a D&B Account.

To view aggregate data

  1. Navigate to the D&B screen.

  2. In the D&B Accounts list, select the account for which you want to view the aggregate data.

  3. In the More Info form, query for the accounts by specifying your criteria in the appropriate fields.

    A list of D&B accounts that meet your criteria appear.

    Note: If the DUNS # (number) field does not appear in the list, then use the Columns Displayed option in the menu for the cogwheel icon to display the field.

Promoting a D&B Account

You can use the D&B list to locate accounts that are potential sales leads. After you identify accounts that meet your criteria, you can promote the accounts into your accounts list.

To promote a D&B account

  1. Navigate to the D&B screen, then the D&B Accounts list.

  2. In the D&B Accounts list, select the company or companies that you want to add to your accounts list.

    • To select a sequence of account records, hold down the SHIFT key and click the account records.

    • To select multiple accounts that are not in sequence, hold down the CTRL key and click the account records.

  3. In the D&B Accounts list, click Promote Account.

    A check mark appears in the Promoted field and the company is added to your Siebel application.

    Drill down on the Business Name field to view the account profile and related contacts.

    Note: The Data Validation Manager uses a set of user defined rules to validate business component data. When you promote one or more accounts, each account is created individually without consideration for parent and child relationships. The Duns number is checked, and the account name to check whether the account already exists in the account name is checked. Therefore, it is recommended that you exclude promoted accounts from the data validation business processing.

Creating a Prospect List from D&B Data

You can use D&B data to generate sales leads. One way to use sales leads is to create a prospect list for your telesales or sales team to contact.

To create a prospect list

  1. Navigate to the D&B screen, then the D&B Account List view.

  2. Select the company or companies that you want to include in your list, and then click Create D&B List.

    The contacts associated with the company or companies are added to a prospect list.

  3. To view the prospect list, navigate to the D&B Lists view.

  4. In the D&B Lists list, select the list and drill down on the List Name field to view accounts on the list.

Viewing a D&B Report

After a D&B report order is set up by your administrator, you can view business and credit reports from within your Siebel application. This information can also be viewed from the Accounts screen’s D&B Reports view.

To view a D&B report

  1. Navigate to the D&B screen.

  2. In the D&B Accounts list, select the company for which you want to view reports.

  3. Navigate to the Reports view.

    The D&B report for the selected company appears.

Using Global Integration to Add New D&B Accounts

After a D&B Global Integration access is set up by your administrator, you can access D&B real-time within your Siebel application and enter criteria to locate new accounts in the D&B database. Search criteria can include the business name with state or province and country information, D&B D-U-N-S number, local business ID, and telephone number.

When you execute a search for new D&B accounts, the search criteria is sent to D&B's Global Integration, along with the user’s D&B account name and password. When D&B receives the information, Global Integration automatically uses the criteria to select the single best search method to execute. D&B calculates the criteria matches and returns the number to Siebel. If there are no matches for the criteria, then the requestor is notified.

At this point, you can opt to purchase the account information, or cancel the Global Integration search process. If an account is purchased, then data received from D&B is added to the Siebel D&B tables and is available in D&B All Accounts view.

Note: If the selected account already exists in your Siebel D&B database, then the account is not purchased.

To initiate D&B’s Global Integration search

  1. Navigate to the D&B screen, then the D&B Accounts List view.

  2. Click Search D&B for New Account.

  3. In the Search D&B dialog box, complete the necessary fields for the query.

    You must enter sufficient data to initiate a query in the United States. For example, in the Search D&B form you can enter the business name, state or province, and country name, the D-U-N-S number and country name, the local business ID and country name, or the phone number and country name. If you enter only the business name, then the search fails because the data is insufficient.

    The Search D&B query fields are described in the following table.

    Field Comments

    Business Name

    Type the business name and type or select the address information. The business name and address search is the most commonly used search method. At a minimum, the business name and country must be included. For Canadian businesses, the province must also be included.

    When you are searching for a business by name, do not use wildcard characters (*) for unknown characters in the name.

    Additional information such as town, street address, and postal code, can be included to increase the chances of finding an exact match.

    Street Address

    City

    State/Province

    Country Name

    ZIP Code

    DUNS #

    Type a known D&B D-U-N-S number to verify the identity of a business. The D&B D-U-N-S number must contain only nine numeric characters (no spaces, dashes, and so on). If you type a value in this field, then you must also select a value in the Country Name field.

    Local Business ID

    Type a value for the local business identifier. Many countries have their own numbering schemes to identify local businesses. Normally, this scheme is a government-sponsored schema for the purpose of business registration and tax filing.

    The local business ID submitted in a search must contain only numeric characters (no spaces, dashes, and so on). If you type a value in this field, then you must also select a value in the Country Name field.

    D&B Global Integration supports searching by the following local business identifiers.

    Australia-CAN

    Belgium-BTW/TVA

    France-SIREN

    Germany-Hr. Number

    Ireland-Company House

    Italy-CCIAA

    Netherlands-KvK Nr

    Portugal-Fiscal

    Spain-CIF/NIF

    Sweden-Company House

    United Kingdom-Company House

    Phone #

    Type the telephone number as dialed from within the country, including the area code or city code if required. Do not include the international long distance code (country code).

    For example 9086655000 for a search in New Jersey, US; 9055686000 for a search in Ontario, Canada; 01494422000 for a search in High Wycombe, England; 0104009400 for a search in Rotterdam, Netherlands.

    The telephone number must contain only numeric characters (no spaces, dashes, and so on).

  4. After you have entered the criteria, click Search D&B.

  5. In the Search D&B list of results, select an account, and then click Purchase.

    You can click Refine Query to modify the query criteria, and you can click Cancel to return to the D&B Accounts list without purchasing.

    The purchased account is highlighted in the D&B Accounts list.