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CRM Deduplication: How Much Time Should it Take?

on January 22, 2018

According to most experts, there is nothing to worry about when it comes to the minor 2% percent of duplicate records. That is if they are short lived and your team is capable of handling them.

However, if this percentage goes beyond 5, users will start complaining about your data. Furthermore, reports may also become misleading; data updates may get lost as well.

Besides this, users will not be able to find the changes they made just the other day. In short, the trustworthiness of your overall system will start to crash. In such case, you need a clear-cut data deduplication strategy.

What is Data Deduplication?

CRM Deduplication is a process which is specially designed to eliminate unnecessary data copies and reduce storage expense. This technique ensures that you have only one unique record for each customer in your CRM.

In this process duplicate data gets blocked and replaced automatically with a pointer to the individual data copy.  

Deduplication is the process which involves detecting and correcting data duplicates, this procedure takes time. With any kind of data duplicity, the correction cycle can take a while.

To eliminate data duplicity on time you will have to set a systematic get-well strategy.

Go for some reputable and most used duplicate detection tools which alert users when they enter duplicate data.

Make sure the tool is not throwing any major error that can harm to your database.

Once you have finalized the tool for deduplicating your CRM, your next step should be analyzing the actual sources of duplicate records. Try to narrow them down. Ask your staff or team to minimize the inflow new duplicate records.

How long will the CRM deduplication Process Go?

As said before, deduplication procedure involves identifying the root cause of duplicate copies, detecting the duplicate data and removing or replacing them. How much time the whole procedure going to take will depend on the volume of duplicate records, the efficiency of consultant you hire, which tool he uses and what approach he follows.

Here are some factors which may influence deduplication ratios

  • If more data is being saved, there is more opportunity for the deduplication tool to notice redundancy.
  • Some type of data is naturally more prone to duplicate than others.

What Should be a Methodical Approach for CRM Deduplication

  • Do full system backup before modifications
  • If possible, first do your work in the system sandbox.
  • Keep an accurate log of every step so that you can easily repeat it
  • Standardize all the records of the table in question, especially for things like picklist values, state codes, country codes, etc where clean field data will enhance the value of duplicate detection.
  • For the precise, deduplication process, set up deduplication tool with the fields matching criteria that better recognize potential duplicate records.

Wrapping Up

The deduplication process can be quite helpful in eliminating unnecessary records out of your system so always take a methodical approach to get it on time.