Use case
CRM Records Deduplication
Challenges
CRMs inevitably end up with duplicate contacts and companies, which compromises data accuracy.
Preventing prospection on the same lead
Information scattered on separate records
Reducing time needed for deduplicating records
Capabilities
Automate the CRM deduplication process using automation workflows.
Flag CRM record duplicates based on set rules
Notify on Slack of new duplicate records
Auto-flag, merge or delete based on set rules
Monitor process efficiency on dedicated dashboard
Outcomes
Sales Operations now spends 3x less time on the process and the CRM data quality has improved.
1,000+ contacts deduped via worfklows instead of manual checks from the Sales Operations team
1,000+ companies deduped via worfklows instead of manual checks from the Sales Operations team
3x faster process compared to manual checks, with a clearer deduplication logic - in code not in