CRM Records Deduplication
CRMs inevitably end up with duplicate contacts and companies, which compromises data accuracy.
- Preventing prospection on the same lead
- Information scattered on separate records
- Reducing time needed for deduplicating records
Automate the CRM deduplication process using automation workflows.
- Flag CRM record duplicates based on set rules
- Notify on Slack of new duplicate records
- Auto-flag, merge or delete based on set rules
- Monitor process efficiency on dedicated dashboard
Sales Operations now spends 3x less time on the process and the CRM data quality has improved.
- 1,000+ contacts deduped via worfklows instead of manual checks from the Sales Operations team
- 1,000+ companies deduped via worfklows instead of manual checks from the Sales Operations team
- 3x faster process compared to manual checks, with a clearer deduplication logic - in code not in