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TELE-QUAL^® Closed-Loop
Tele-Prospecting^® System

EMPLOYMENT

Client Portal

Sales Database Building & Clean-up

Database Research & Acquisition

• Researches and acquires sales prospecting databases matching clients’ targeting criteria.
• Ideal for augmenting your “house” list/DB, empowering a new sales rep, building a new sales territory, pursuing a new market, or introducing a new offering.
• Meta has considerable experience obtaining 100s of DBs for clients from dozens of DB providers, each with their own niche’ and specialization.
• We will help you scope your DB needs and requirements, then research your options.
• We will provide you with a list of the most appropriate DBs, their advantages, record counts, and acquisition costs.
• Upon DB selection and delivery, we will standardize the fields and convert the DB to the file format you need for import.
• If desired, we can dedupe the new DB against your existing DBs.
• Databases remain the sole property of the client and are never resold or reused.

Database Building & Clean-Up

Skilled callers leverage proven calling techniques and the internet to quickly and effectively verify & update each of your DB records.
Significantly improves the productivity of your marketing and selling efforts.
Identifies desired (targeted) individuals by title or Area-of-Responsibility.
Updates and verifies contact information, including email address, when available.
Looks-up missing phone numbers, if desired.
Identifies multiple sales suspect opportunities (targeting units) in each organization.
Identifies headquarters locations when only branch or plant information is provided.
Can filter each suspect opportunity for fit using criteria such as line-of-business, organization size, and location of headquarters.
Leverages TELE-QUAL^®, Meta’s proprietary opportunity tracking system to capture & update information and insure information consistency, accuracy & quality.

Fast and accurate rules/software-based DB repair and clean-up.
Identifies records that have missing or incomplete phone numbers or mailing addresses, reducing telemarketing and direct mail costs.
Removes blank records and those missing key information, if desired.
Flags or removes exact duplicate records based on your criteria, e.g., contact name, org name, org location, and phone number.
Identifies possible duplicate records and provides duplicate reconciliation, optional.
Retained duplicate records can be assigned “smart” dupe flag showing reason for dupe.
Can parse full names into individual fields; prefix, first, initial, last & suffix.
Can flip names in European format (last, first) into US format or individual fields.
Punctuates phone and fax numbers and assigns time-zone to optimize calling efforts.
Assigns missing name prefixes’ (Mr./Ms. – 95% accurate) for formal direct mailings.
Repairs zip-codes damaged by Excel file exports.
Can locate & eliminate unrecognizable control characters in data that cause problems.
Can assign a unique record identifier to each record for opportunity tracking/sorting.
Sorts, prioritizes, and/or segments DB to optimize your marketing and selling efforts, e.g., by org name or location, sales territory, sales revenue, line-of-business, etc.
Can generate reports on counts and data variations based on your criteria to aid in decision-making.
Leverages TELE-QUAL^®, Meta’s proprietary opportunity tracking system to quickly identify & reconcile duplicate records and insure information accuracy & quality.

Quickly converts multiple DB files in different file formats, including Excel Worksheets, into a single uniform and cohesive DB file.
Ideal for CRM system implementations requiring a single standardized customer/prospect DB.
Standardizes field names and field data based on your requirements.
Can split records containing multiple contact names into separate new records.
Can document alternate contact info. in duplicate records into a master org record.
For duplicate handling see “Record Repair, Duplicate Handling...”, above