Compare Salesforce Duplicate Management Tools

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Data Duplicates is the biggest challenge which is recurring for anyone, who manages data between systems. This is the big concerns to the company to clear the system from data duplication as its affect in all terms of business such as resource efficiency, productivity and time consuming. Every Salesforce customer have issue with the data duplication. This is the thing which influences on the process of the system and it’s very difficult to make to make unique data. By activating duplicate rules and the Potential Duplicates component, you can control whether and when sales reps can create and merge duplicate accounts, contacts and leads.
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Compare Salesforce Duplicate Management Tools

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Let’s take an Example – There is a business that connected to the customer from leads and prospects. Its Business Team calls leads and contacts several times because of the Duplicate records.This is not good that you have connected multiple times to the same customer, because he will get wrong impress about company.

A study on lead data says that around 15% of sales leads are duplicated and they can recover up to 70% of their revenue just on clean data. Companies estimate that 22% of their contact records may contain invalid data with incorrect information.

The costs of incorrect data is enormous for U.S. businesses – much as $3 trillion per year.

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There are two ways to manage this problem.

  • Try to delete all duplicates manually. You will need a huge amount of time, and your employees can miss something essential.
  • Use standard deduplication features in Salesforce.

New feature called Salesforce Duplicate Management can help you to make data more accurate. This feature provides effective solution to control duplicate records and not to create duplicate record in Salesforce.

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Large Volume

Every person knows that working with Salesforce can be annoying when dealing with large data volumes. Salesforce is well awared of this problem and warns:

Cross Object Duplication
Job Limitation
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Matching Limitation – To find duplicates, you need specific algorithms. Salesforce Duplicate Management offers correct and clear matching algorithms.

Salesforce offers deduplication solution out of the box – Salesforce Duplicate Management. This solution offers basic finding and merging options for the most important objects. Salesforce will look for duplicates only when new record edited or created. Recently Salesforce added the ability to run a job to find duplicates in an organization which is available in the Performance and Unlimited editions.

When you have large data volumes which needs deduplication of custom objects, automation, it is time to look for 3rd party solutions. Follow our process to guarantee you select the best solution for your situation.

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AppExchange Duplicate Managemnt Solutions

AppExchange Duplicate Management Solutions

One of the best aspects of Salesforce is the ability for third-parties to fill in gaps where the CRM technology falls. That is why you can use one of the duplicate management tools. And trust your problems to Artificial Intelligence with amazing logic, search algorithms and simple interface.

These applications help not only to delete duplicates but also to merge it properly. You can scan your Leads, Account, and Contacts and it will use the different algorithm which will help to identify duplicate records.

Salesforce Deduplication Apps Core Feature

It’s always a big problem of Duplicate records for the organization which have large number of data. This Application will help the Admin to rectify this issue. It gives you control of the identification and merging process to bu sure you won`t loose any important data . Also, it creates reports about successful merging, sends it on the email and you can download it in .csv file.

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Salesforce Duplicate Management easy configure
Configure

It’s easy to configure with help of installation wizard easily installed with pre guided solution. After the installation just mapping of the data is enough to use the Duplicate Management Feature

Salesforce Duplicate management tool easy to set
Easy to set
Salesforce CRM duplicate management app readability
Readability
Salesforce dedupe tool auto deduct
Auto Deduct
Salesforce Duplicate management tools app use
Application Use
Salesforce Duplicate management tool mass dedupe
Mass Data
Salesforce Duplicate management tools reporting
Report
Salesforce Dedupe tool advanced Search functionality
Search Functionality
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It provides to merge the duplicates in a one-by-one mode and in Bulk Merge mode and also provides the report to track the details which operation performed. In Auto Detect mode app allows to find duplicates automatically and save a report in .csv format.

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Salesforce Duplicate Management Tools

It`s not so easy to build own solution for the Salesfoce product. There are many factors which will influence on the development:

  1. Business Development Unit
  2. Technology Capability
  3. Architectural design
  4. Deadline

Salesforce App Exchange offers many Duplication Tool which offer number of features.

It will provide full feature installation and easy to use guide. You can configure the tool in your organisation and start to work with it immidiately.

AppExchange Dedupe Tool Selection

There is a wide range of offerings on App Exchange. You should make a quick introspection into what exactly you expect from purchase.
Before you spend lot of time vetting a company and finding out about their customers, a good idea would be to take a close look at the solution and ask yourself a few questions.

  • Is it compatible with my current setup?
  • Does it do everything I need it to do?
  • Is it better than my current solution?

Below you may find the items you should pay attention at, before buying any Deduplicate product from App Exchange.

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Salesforce Duplicate management tools compatibility
Compatibility

If you want to interact with app in the best ways, you should maintain integration and compatibility. If a solution doesn’t play nice with your current setup, it’s probably not worth your time.

Salesforce Dedupe App functionality
Functionality

Purpose of software is to free up user from routine and make its work more effective. If the solution needs a lot of engineering time to setup and build features, probably, it doesn`t fit you.

Salesforce Duplicate Management App Price
Price

It is an important factor while selecting the product. The product`s cost may not fit to your company budget.

Salesforce Duplicate Management Application User Friendly
User Friendly

Solution that you will choose must be simple for user. Your team memers don`t have to spend extra time for training. Much more, this training will affect on user productivity.

Salesforce Duplicate Management Application Agility
Agility

It will always play an important role, how product owner provides updates for new feature in the solution.

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Salesforce Duplicate Management Apps
Demand Tools

DemandTools manages data duplicates, standardization, record reassignments and lead processing.

Advitya 
Duplicate Check
Cloudingo
Smart Duplicate Manager 
ZaapIT
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Demand Tools Dedupe Salesforce AppExchange App

DemandTools manages data duplicates, standardization, record reassignments and lead processing.

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01. Features
  • Cleaner - It provides feature that prevent duplicate creation and flexible lead conversion. Data will be merged based on set of duplicate records and value of the field.
  • Maintain – it provides feature where data backup of the record will be automatically creates once data merge activity performed.
  • Discover - when you insert new data to your system, it will be checked automatically during import to find invalid information or duplicates.
  • Reports - You will have reports about each process in you system to check productivity.
02. Benefits
  • Flexible and customizable, you can check both standart and custom objects.
  • ETL / Import modules that support XLS, MDB, UDL (SQL/Oracle etc) data sources and UTF-8 loading.
  • Mass data manipulation capabilities that don't require import/export.
  • Object counts and field sums for master-detail and lookup relationships.
  • Ability to compare external data sources like spreadsheets to any object and return the field level details of identified matches.
  • Grid-based interface to expedite manual data modification and alignment.
03. Limitations
  • High price of the product. That could be unpropriate for small or medium organizations.
  • Cancellation policy of the product needs you to wait for 60 days to cancel the product.
  • UI is not updated if you compiler with other product, it looks too old.
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Advitya Salesforce Duplicate Management AppExchange App

It is a deduplication application which cleanses the duplicate records in an easy step-by-step way.
Advitya runs natively on Salesforce, so data does not leave Salesforce.
Advitya manage your duplicate records and improve data quality. It make easy to create custom queries to search for duplicate data, select master record and merge duplicates.

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01. Features
  • Wizard – It provide powerful 5 step wizard based to pick objects and set queries to search duplicates on Standard and Custom Objects. You can add custom filters for deduplication process.
  • Job Scheduler- You can schedule any process to make it automated.
  • Define Query – It will provide the feature where query can be saved to use for the future purpose.
  • Reporting - You will have reports about each process in you system to check productivity.
02. Benefits
  • Customisable filters on Standard/Custom Objects and Fields.
  • Automatic/Manual Master record selection.
  • Preview screen to verify the to-be master record before actual merging is initiated
  • Schedule your deduplication tasks hourly or monthly.
  • Export your duplicates before merging, just to keep your data safe
  • Master record field updates while merging
  • Save your searches for future use and performing deduplication in a single click.
  • Smart reporting in terms of data quality via an intuitive dashboard.
03. Limitations
  • Duplicate criteria don't support number fields
  • It will not allow merge records field selection which has another value than matched value.
  • Application performance is poor for the high number of records.
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Duplicate Check Dedupe Salesforce Application

Duplicate Check helps you save time in your daily operations and improve the experience of your employees. Fuzzy matching rules allow to check spelling errors and typo's, or company names written in different formats.

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01. Features
  • Unlimited User – It offers unlimited number of user who can use the application.
  • Cross Object Duplication - Duplicate Check allows you to find duplicate records across two different objects. For example, find Leads that are already Contacts in Salesforce.
  • Rest API – It provides API solution of the Duplicate Check application which allows to push and pull the data from the external system. Some of the customers still use the Legacy system they can go with API and interact with Duplicate Check system.
  • Fuzzy matching - Finds duplicate records by applying advanced fuzzy matching methods. Find records with spelling errors and typo's, or company names written in different formats
  • Direct Processing - Automatically analyze any incoming record (via API, web-to-lead, import or Marketing integration) with existing records using advanced scenarios. 
02. Benefits
  • Follows GDPR Compliances.
  • API allows checking deduplication for the lead coming from Web-to-Lead and external system.
  • No data transfers to the external system as 100% application build on Salesforce platform.
  • User friendly interface.
  • Company provides good customer support.
03. Limitations
  • Free version has limited functionality and can be applied for the standard objects only.
  • Record process limitation is 5k for the free version of the application.
  • Application have a lot of features with different set of license which will increase cost of the application.
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Cloudingo Salesforce Duplicate Management Tool

Cloudingo is a powerful tool to perform deduplication process with lots of different scenarios.
Cloudingo provides the ability to define and configure duplicate as soon as possible.

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01. Features
  • Finding duplicates - Cloudingo checks your entire Salesforce org and calculates all matching dupes. Results are displayed on a single dashboard which can be monitored to ensure that data is kept clean and duplicates are deleted.
  • Matching duplicates - Cloudingo matches records based on user-defined filters which use a combination of Salesforce fields using exact, fuzzy or matching styles.
  • Import and Update - Match records on import files with existing Salesforce records to ensure no duplicates enter your org.
  • Sync and Integrate - Cloudingo’s API gives you the power to sync and identify master records between Salesforce, Salesforce integrations and other on-premise or cloud applications.
02. Benefits
  • 50k record can be processed per job.
  • You can Import, update and Delete all the operations.
  • Visibility of the final results before pushing to Salesforce.
  • Assign/Reassign ownership in bulk.
  • Convert Leads to Contacts in bulk
  • Finds, compares and export data for the bulk functionality
03. Limitations
  • Product price is very high, which will not be useful for small and medium business.
  • Standard object record merge limitation based on different set of license.
  • Contract renewal process in not smooth, it required to connect to the sales team which is time consuming.
  • Process of the record is slow if we compare with other products.
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Smart Duplicate Manager Duplicate Records Merge App

Smart Duplicate Manager one of the Peeklogic Salesforce solution product which is a perfect Salesforce merger which allows user to configure a combination of up to 3 fields to construct unique identifier and distinguish duplicate records.
This application helps not only to delete duplicates but also to merge it properly. You can scan your Leads, Account, and Contacts and it will use the different algorithm which will help to identify duplicate records.

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01. Features
  • Reporting - It will provide report of the merges records, so you can track a productivity.
  • Finding duplicates – Results are displayed on a single dashboard which can be monitored to ensure data is kept clean and duplicates are deleted.
  • Cleaner - It provide feature to prevent duplicate creation. Data will be merged based on set of duplicate records and value of the field can be selected from primary record or from the records which is going to be merged.
  • User Friendly - Application comes with self guided user so it is simple to work with.
02. Benefits
  • Smart Duplicate Manager is simple to use
  • Application is lightweight, so it has very fast response.
  • Data processing speed is very high as thousands of records process in few minutes.
  • It provides different set of combination to check the duplication.
  • App helps to track all data and merge equal records.
  • You have an opportunity to download reports and keep it in case of any mistakes.
  • Smart Duplicate Manager is easy to setup
  • It provides Auto Deduct functionality which will help to reduce human errors.
  • The entire feature can be used in trail version of the product.
03. Limitation
  • It works with Standard objects only.
  • No guide document provided.
  • Job can`t be scheduled.
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DeDupe Duplicates AppExchange Application

DeDupe duplicates helps to eliminate duplicates with ease with our Auto Merge, Auto convert, Mass Merge, Mass delete, Mass Convert. It works on cross objects duplicate detection, advanced import.

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01. Features
  • Cross Object Duplicate - Duplicate Check allows you to find duplicate records across two different objects. For example, find Leads that are already Contacts in Salesforce.
  • Fuzzy matching - Finds duplicate records by applying advanced fuzzy matching methods. Find records with spelling errors and typo's, or company names written in different formats
  • Job Scheduler - You can schedule any process to make it automated.
  • AI Based Auto Merge - It provides AI based Mass Merge of any object, mass convert of leads, merge jobs, automatic convert, mass update, mass delete.
02. Benefits
  • Auto Merge & Merge Jobs which run daily/hourly automatically.
  • Bulk Merge on any object custom objects, opportunity, cases and etc
  • Job can be scheduled.
  • Cross object duplication detection.
  • AI based merges which help to merge standard and custom objects.
03. Limitations
  • License needs purchasy for every user.
  • Customer support is not much fast as per the existing customer review.
  • User Interface is not much interactive compare to other products.
  • Process of the record is slow if we compare with other product.
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Prevention and scheduled clean-ups are essential to keeping your Salesforce сlean.

Companies should look to invest in a complete solution that can not only help them to deal with the duplicates that are already exist in their system but protect them from new. There are a few solutions that you can choose to solve this problem. All you need to do is download the application and try it from the first hand in your organization.

Comparison Table of De-duplicate Application of AppExchange

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