DATA DE-DUPE & ENHANCEMENT PROJECTS
Issues with Duplicate Records:
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Users no longer trust the data
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Users abandon using the CRM
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Note taking in multiple places
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Multiple people unaware they are working on same target
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Cannot trust reports and dashboards
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Users cannot find the right record
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Time wasted finding correct record
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Time wasted entering data on wrong record
Why Duplicates Accumulate:
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Have been using CRM for years
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Old records never purged
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Marketing automation brings in new records
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Mass importing of lists (event attendees, etc.)
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Users creating their own records
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ERP system injects customer records but prospect Account records never removed
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No Master Data Management Process (ie: A Doctor works in multiple clinics and has a contact record in each)
Duplicate data can wreak havoc with your system leaving
users with data they cannot trust