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.
There are two ways to manage this problem.
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.
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:
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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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.
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.
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
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.
It`s not so easy to build own solution for the Salesfoce product. There are many factors which will influence on the development:
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.
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.
Below you may find the items you should pay attention at, before buying any Deduplicate product from App Exchange.
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.
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.
It is an important factor while selecting the product. The product`s cost may not fit to your company budget.
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.
It will always play an important role, how product owner provides updates for new feature in the solution.
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.
DataGroomr’s proprietary machine learning algorithms provide intelligent and fast deduplication management. Identify duplicates and poor-quality records without any setup, configuration or maintenance.
DemandTools manages data duplicates, standardization, record reassignments and lead processing.
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.
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.
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.
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.
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.
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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