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. ”...
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...
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”...
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...
