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...
Case Story, DataTrim Entry Check
Adopting Entry Check to work with Program Intake… Duplicates enter from many sources and with the power of the salesforce platform you can develop custom entry pages which collect data for the contact but also related data like cases, opportunities etc. from one...
Best Practice, DataTrim Data Laundry
Certain industries like Medical Devices are often challenged with a global database, and the management of the data becomes a choice between a centralized model and a team of distributed members where each member manages their local part of the data. These Data...
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 Data Laundry
“We should all be proud of adding Data Stewardship to your LinkedIn profile, or even better; having a friend endorsing our data stewardship, – wouldn’t that be cool?” Although the origin of the Steward originates from the house keepers and servants of old...
