Microsoft Dynamics 365

De-duplicate CRM Data to Optimize Location Intelligence for Smarter Selling

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De-duplicate CRM Data to Optimize Location Intelligence for Smarter Selling
 

Remember our last blog of the Holiday Sales Series where Jim and Mike were pressed with an excessive workload just before the holidays? Well, seems like there is new trouble in their office for another sales colleague Megan. Megan was on sick leave and a few colleagues were helping her with updating the CRM records for new inquiries and clients. Once Megan joined back, she was taken aback to see 2k records updated in 3 days. Further investigation revealed that all the colleagues tried to be helpful and all updated the records multiple times. They also forgot that the CRM gets auto-updated with new inquiries and so, there were furthermore records of the same leads/clients created! Megan was understanding enough and knew people only wanted to help her, but now, she was in soup!

Reasons might be different but similar situations are often faced by all the salespeople working with CRM. Sometimes the inquiries come in twice, and at times multiple people inquire from the same organization, in some incidents, there are automated as well as manual updates done to the CRM and the records get duplicated. Is there a solution to resolve the duplication of Dynamics CRM records at the current time and age? The answer is YES!

DeDupeD by Inogic: A clean CRM has a competitive edge

Maplytics’ parent company Inogic has a suite of multipurpose apps. One of the new additions is DeDupeD.

DeDupeD, by Inogic, is a revolutionary data hygiene app for Dynamics 365 CRM. It goes beyond basic deduplication, tackling duplicate records across all CRM entities (out-of-the-box and custom). This ensures data accuracy, improves user experience, and provides a clearer view of your sales data.

Here’s how DeDupeD elevates a CRM:

• Automatic deduplication: Say goodbye to manual data cleansing. DeDupeD identifies and eliminates duplicate records in real time, keeping your data pristine.
• Bulk historical cleanup: Merge duplicate records in bulk, saving you time and ensuring historical data integrity.
• User-driven control: Empower users to manage duplicate records, ignore specific ones, and save data based on business needs.
• Holistic view: Impersonate the system administrator to detect duplicates across all entities, eliminating blind spots.
• Enhanced accuracy: Exclude inactive records from detection, ensuring your focus remains on relevant data...Read More>>


This was originally posted here.

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