Best Practice, DataTrim Data Laundry, How To
Caring about your data is like caring about your children, nurture it, give it your attention, and fill in the gaps to make the road ahead less bumpy and to give them the chance to be successful. It is not automation and auto-pilot, same goes with your data. B2B data...
Account Organizer, How To, News
Introducing Account Organizer Version 2! New Features and Functions: -Building hierarchies based on Duns Numbers (Dun & Bradstreet) -Creating a Parent Account on the fly -Freezing accounts in your list for additional searches -Enhanced Search capabilities...
Account Organizer, Best Practice, How To
With the integration of data from data sources like data.com, or enrichment through external services, many companies store the Duns numbers alongside their account data. The duns number helps provide a unique identifier which allows records to be update regularly and...
Account Organizer, Best Practice, DataTrim Dupe Alerts, How To
The DataTrim Dupe Alerts is a deduplication solution which excels in searching your database to find accounts, contacts and leads which are related and thus potential duplicates. When matching accounts these potential duplicates may in reality be accounts which one...
Account Organizer, Case Story, DataTrim Dupe Alerts, How To, News
“Ron Cowan, Zimmer Dental: Data integrity is the ‘elephant in the room’ of all CRM systems. A lack of a global process to reduce duplicate records is a primary reason why many CRM systems fail. If users cannot trust the data, they will stop using the system. ”...
DataTrim Dupe Alerts, How To
In order for DataTrim to perform the de-duplication of your data you must perform an OnBoarding process which links our matching engines to your org. in a secure way. Here is how to, Step-by-Step: 1. Go to the Dupe Alert Console (in older versions go to the DataTrim...
