Data Quality Matters
Data is the core-stone of a CRM solution and you need to make sure that the data it contains is clean.
Since information entry into the CRM is done by various people in the organization, it is a herculean task to maintain a standard and improve the data quality.
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When communicating with customers – only when you have clean data in the CRM, you will be able to interact with them efficiently.
Efforts To Improve Data Quality In The Past
We identified that many of our customers faced an issue with maintaining data quality and have duplicate records of the same Account or Lead in the past.
To tackle this, we implemented intelligent suggestions while creating accounts and leads as well in the search.
Merge Duplicate Accounts
Duplication of records is primarily done through spelling checks. However in a real-world scenario – despite having entered the spellings correctly there can be chances of duplication of records.
One such example is the way a company name is entered in the CRM. Lets say, the name of a company is ABKT Acoustics.
Now,
ABKT Acoustics Pvt. Ltd. and ABKT Acoustics Private Limited both represent the same company, but multiple accounts have been created in the CRM.
You can use the Merge Accounts feature to merge duplicate record into the original record that you want to maintain in the CRM.
When you click on the merge account tool from the original account’s view page, it takes you to a page where – data of both original account and duplicate account are displayed side-by-side.
Once you choose the correct information between the two accounts, you can click on Merge button at the bottom and melssCRM creates a unique clean record of the data.
We believe that this simple feature will help you eliminate duplicate records from accounts and make your CRM data clean.
Check out our previous blog on Speed Matters: CRM @ 0.6 Seconds.
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Note:
Merge Accounts feature is available in Professional Edition and onwards.