Platform · Enrich

One golden record.
Every customer, supplier,
and item.

Marquis IQ ingests raw ERP and CRM data, uniquely identifies every business and location, geocodes every address to rooftop precision, and assembles complete customer families, automatically. No more manual scrubbing. No more Excel proliferation.

marquisiq.com · Enrich · Master Customer Assignment
Master Customers
Customers
Master Suppliers
Suppliers
⊕ Assign
Master Customer Name Family Name Customer Name Match Confidence ERP System
Hartwell Industries LLC Hartwell Industrial Group HARTWELL INDUSTRIES INC 97 Dynamics Nav
Pacific Rim Components Hartwell Industrial Group Pacific Rim Components Co. 94 IFS Cloud
VERTEX FABRICATION... Vertex Fabrication Co. VERTEX FABRICATION CO 100 Syteline
Summit Manufacturing LLC Summit Holdings LLC Summit Manufacturing Group 96 Dynamics Nav
LAKEWOOD DIST... Lakewood Distribution LAKEWOOD DISTRIBUTION INC 98 IFS Cloud
Cascade Equipment Inc. Cascade Industries Cascade Equipment 99 Syteline
RIDGELINE METAL... Ridgeline Group RidgeLine Metal Works 71 Dynamics Nav
Step 01
Ingest
Raw accounts pulled from every ERP and CRM system, regardless of how different the data models are.
Step 02
Identify
Multi-pass third-party identification resolves each unique business and location. Every address geocoded to rooftop precision.
Step 03
Assemble
A proprietary 12-point matching algorithm groups related accounts into Customer Families, a complete picture of every business relationship.
Step 04
Extend
Third-party enrichment attributes, custom fields, and self-service refinement in marquisiq.com, your master data, continuously improved.
Business Identification & Geocoding

Know exactly who, and exactly where, every customer is.

ERP accounts are a mess. The same customer appears under five different names, two phone numbers, and three billing addresses across your acquired businesses. Marquis IQ runs a multi-pass third-party identification process against every account, resolving each unique business entity and physical location independently.

Every address is then geocoded to rooftop accuracy, not zip code, not city. The actual building. That precision matters when you're mapping customer density, planning territory coverage, or trying to understand the true footprint of a relationship that spans a dozen sites.

  • Third-party business registry matching across every account
  • Rooftop-level geocoding for every billing and shipping address
  • Handles name variations, abbreviations, and legacy ERP formats
  • Works across all connected ERP and CRM systems simultaneously
Customer Rooftop Locations. Midwest Region
Filter by Family
Chicago Detroit Indianapolis Milwaukee
Hartwell Industrial Group 4 locations
Vertex Fabrication Co. 3 locations
Summit Holdings LLC 3 locations
Lakewood Distribution 3 locations
Cascade Industries 2 locations
Proprietary Matching & AI

Know exactly how confident we are in every match.

Marquis IQ's proprietary 12-point matching algorithm evaluates a combination of structured and unstructured signals to assemble ERP and CRM accounts into Customer Families. Every match produces a Match Confidence score, a transparent indicator of how certain the system is that these accounts belong to the same business relationship.

Gone are the days of manually scrubbing thousands of ERP records. High-confidence matches are assembled automatically. Lower-confidence matches are surfaced for your team to review and resolve in the marquisiq.com application, a terrific use of AI doing the heavy lifting while keeping humans in control of edge cases.

Match Confidence Score. Examples
100
Exact match confirmed across all signals
95
High confidence, auto-assembled into family
74
Review recommended, surfaced for human confirmation
48
Low confidence, flagged for manual resolution
marquisiq.com · Enrich · Master Customers + Edit Family
Hartwell Industrial Group
4 ERP accounts · Dynamics Nav, IFS Cloud · Chicago, IL
97 Aerospace
Vertex Fabrication Co.
3 ERP accounts · Syteline · Detroit, MI
100 Automotive
Summit Holdings LLC
3 ERP accounts · Dynamics Nav · Indianapolis, IN
96 Distribution
RidgeLine Metal Works
2 ERP accounts · Dynamics Nav · Milwaukee, WI
71 Review
Lakewood Distribution
3 ERP accounts · IFS Cloud · Cincinnati, OH
98 Industrial
Self-Service Refinement

Your team stays in control, without ever touching a spreadsheet.

Marquis IQ doesn't just automate the initial match, it gives your team a rich, modern web application to review, refine, and extend master data on an ongoing basis. Merge families, reclassify accounts, add internal attributes, and resolve flagged matches, all in a single global tool designed for non-technical business users.

This is the end of Excel proliferation. No more "master customer list v17_FINAL_USE THIS ONE.xlsx" living on a shared drive. Master data lives in the decision-making platform, not in your team's inboxes.

  • Fully self-service, no data engineering required
  • Alerts and notifications when accounts need review
  • Audit trail on every change for compliance and governance
  • Works across all entity types: customers, suppliers, and items
Third-Party Enrichment

More than a clean record. A complete one.

Marquis IQ appends dozens of third-party attributes to every master record, so your teams have better insight into who your customers and suppliers actually are.

Global HQ & Hierarchy
Parent company identification, global headquarters location, and ultimate beneficial ownership chain.
Employee Count
Workforce size ranges by location and enterprise, useful for segmentation, territory planning, and growth signals.
NAICS & SIC Codes
Standard industry classification at the business and location level, enabling segment analytics without manual coding.
UNSPSC Classification
United Nations Standard Products and Services Code, applied to items for spend categorization and procurement analytics.
Company Size & Revenue Band
Estimated annual revenue ranges so you can segment accounts by size without relying on self-reported data.
Primary NAICS Description
Human-readable industry descriptions appended to every master record, visible in reports, dashboards, and analytics.
Custom Fields

Extend your master data without going back to the ERP.

Your ERP doesn't need to know which end market a customer serves, whether they're under a long-term agreement, or how your sales team segments them internally. Marquis IQ does. Custom Fields let you add any attribute to any master entity, customers, suppliers, items, directly in the platform.

These fields flow through every IQ module and analytics report the same way third-party attributes do. One global place for enriched decision-making data. No proliferating spreadsheets, no shadow databases, no "I'll send you the lookup table" emails.

  • Unlimited custom fields per entity type
  • Dropdown, text, date, and boolean field types
  • Available as filter dimensions in all IQ modules
  • Managed by your team, no Marquis ticket required
Custom Fields. Hartwell Industrial Group
+ Add Field
End Market
Aerospace & Defense
LTA Contract
Active · Expires 2027
Regional Segment
Midwest. Tier 1
Account Manager
Sarah K.
Strategic Priority
Growth
Last Business Review
Q1 2026

They have helped immensely in streamlining our processes, easily cutting the time it took us to analyze vital data in half. Our CRM and SAP data, which used to operate independently, are now integrated in a single cohesive platform, putting an end to our reliance on numerous Excel spreadsheets.

Bethany Richardson
Director, Commercial Operations & Marketing · Akron Bio
Built on Marquis IQ
Connect
Certified connectors pull raw customer, supplier, and item records from every ERP and CRM, no manual exports, no scheduled files.
Enrich
Business identification, geocoding, family matching, third-party attributes, and custom fields, all resolved before data reaches any IQ module.
Analyze & Act
Clean master data is the foundation every IQ module runs on. Better data in means better decisions out, in pricing, sales, inventory, and beyond.

Ready to see what clean master data actually looks like?

We'll run your ERP accounts through the matching engine live. You'll see the families, the confidence scores, and the enrichment attributes, on your data, in 30 minutes.