Duplicate check – how to keep order in your CRM system!
Duplicate records, duplicate work
Many CRM systems include duplicate checks, but these are usually inadequate. Is it useful to have an integrated duplicate check if these are not detected, eliminated, or avoided? Then, all contact data must still be checked manually because double data records lead to chaos in the CRM system and do not increase a user's motivation!
Many internal processes require correct contact data. For example: in sales, sales employees prefer not to waste their valuable time and contact the right person right away with the current contact information. Or in marketing, the marketing automation is based on correct contact data so that leads are not accidentally contacted twice. In case this happens, it will certainly not leave a good impression if a potential customer gets the same email several times.
More and more companies make decisions based on data of potential and existing customers stored in the CRM system or a marketing automation software. Lead nurturing, accurate scoring, and providing prospects with the right information at the right time are key factors here. Many companies are disillusioned after the initial euphoria. Data is duplicated and, in the worst case, decisions are made based on this duplicated data. In the end, you do not achieve the expected result: sales or customers are lost.
How to keep order in your CRM system
Automatic duplicate check
snapADDY DataQuality is the perfect complement for your CRM system. As an add-on for common systems or add-in for Microsoft Dynamics, Salesforce, or SAP Sales Cloud, the smart application uses AI to recognize phonetic similarities or commonalities between data records. The duplicate check is customizable according to your search and evaluation criteria as well as user-defined entities.
Match leads with contacts
The integrated duplicate check not only alerts you to potential duplicates but also lets you eliminate existing duplicates by matching new leads with existing leads or contacts or adding them to an account as a new contact.
Avoid new duplicates
A traffic light system automatically shows in real-time whether the company, contact, or lead already exists in your CRM system. Gaps in existing contacts are identified and closed.
Is it worth investing in snapADDY DataQuality?
Next steps with snapADDY DataQuality
You contact our sales team to clarify possible special cases, such as customized CRM fields, so that the export to your CRM system works correctly.
We schedule an appointment with your IT security and data protection representatives to ensure that we can get started in compliance with the GDPR.
You buy the package that best suits your company.
We arrange a kick-off meeting with your key users and organize individual training sessions to quickly implement the software in your company.
You use snapADDY DataQuality and thereby automatically increase the data quality in your CRM system!
Do you have questions or want to get started now?
Contact our Product Experts:Make an appointment now