Best Practice, DataTrim Dupe Alerts
“The ability to not only merge everything, but to be able to review and carefully merge not so obvious duplicates is essential in a deduplication process” -Deduplication is a 2 step process. First you define which records you want to match, and you apply some...
Account Organizer, News, Products
-If you think viewing, building and managing account hierarchies is an important part of managing accounts, identifying up-sell and cross-sell opportunities etc. then check out this App: Organizing your Account Hierarchies “A new way of organizing your Account data,...
Best Practice, DataTrim Dupe Alerts
Deduping candidates is a recruitment database isn’t always as easy as it sounds, especially if number of candidates reaches a certain volume. “Deduping candidates requires a more delicate and sophisticated matching process than when deduping business contacts”...
Case Story, DataTrim Entry Check
Dupe Prevention in a market with many account locations Working with large corporations can be challenging when searching and when wanting to create new accounts for new divisions, locations, etc. AZZ|WSI (a specialty repair and overhaul company) were looking for a...
Case Story, DataTrim Entry Check
Preventing duplicates across sharing permissions Using salesforce in organization where the permission to records are limited based on organizational silos, Account Management models etc. can present a challenging when searching and when wanting to create new records....
