CRM Records Deduplication

Challenges:

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

Capabilities:

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

Outcomes:

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