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5 Must-Have Features of a CRM Duplicates Elimination Software

on February 26, 2018

Introduction

CRM duplicates are formed when records are entered into a CRM system multiple times. It is common knowledge that bad data costs time and money. It has been revealed that users spend an average of 2 minutes searching through the database for replicates. Over the course of the year, the 2 minutes adds up and, in the process, wastes the time of employees. This leads to a reduced productivity. There are also other undesirable effects of CRM duplicates, hence the need to eliminate them. CRM duplicates elimination could be done manually, however the advent of CRM duplicates elimination software has made life easier. It is necessary that these CRM duplicates elimination software tools have certain features that makes it easy for them to eliminate duplicates. Many people want to jump on the CRM duplicates elimination software train, but are not aware of the features to look out for. This post will provide you with all you need to know. You will be given insight into the 5 must-have features of a duplicate elimination software.

Important Features a CRM duplicates elimination software

  1. Filters: This is one of the most important features that a CRM duplicate elimination software should have. Filters allow users to view different parts and sides of their CRM data. This will allow for CRM duplicates to be easily spotted and eliminated.
  2. Blocking Functionality: This is another key feature of a CRM duplicate elimination software. The blocking feature works such that whenever a user tries to enter a duplicate record into the CRM system, the software blocks the entry or alerts the user. The alerts will be generated based on the initial settings made by the user. It is also a good thing if the blocking feature works in real time.
  3. Cloud Service: This feature helps remove the need for the duplicate elimination software to be on premise. Cloud computing is rising in popularity and this feature will allow companies leverage on a third-party’s computer resources, preventing the need for installation. Another good thing about cloud services is that it syncs data. This feature will allow for the monitoring and managing of data across all address books, hardware and services.
  4. Smart Scanning: Smart scanning technology is an important feature of CRM duplicates elimination software. This technology uses sophisticated algorithms to detect duplicates that aren’t obvious. This Feature searches for other clues relating to each contact just to avoid recording an entry multiple times.
  5. Synchronization: It is necessary to establish consistency among data collected using different devices. CRM duplicate elimination systems need to be able to synchronize all the data from various sources while also preventing duplicates in the storage system.

Conclusion

CRM duplicates makes it very difficult and nearly impossible to communicate with your customer base in productive ways. Businesses do not understand the effect of bad data until it is time to generate reports or mine the data. It becomes a big problem when the reports contain thousands of duplicate data. Cleaning this data consumes money and time, thus, there is the need for companies to fuse their CRM systems with CRM duplicate elimination systems which help to prevent CRM duplicates from corrupting the database right from the onset.

Rahul Varshneya is the co-founder of Arkenea, a custom software development company that builds custom mobile and web apps for entrepreneurs and enterprises. Rahul has been featured as a business technology thought leader in numerous media channels such as Bloomberg TV, Forbes, HuffPost, Inc, among others.