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How to Merge Duplicate Contacts in Pipedrive

on January 16, 2018

Merging duplicate contacts in Pipedrive

Duplicates spreading across Pipedrive is never fun. They come in a number of ways, from bad imports to integrations that don’t check for existing records. However, merging duplicate contacts in Pipedrive is easier than most other CRMs. Pipedrive has gone the extra mile to give the user some extra control over the merging process. To merge […]

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4 Signs Your CRM is Growing Out of Control

on January 4, 2018

As your business grows, your CRM database grows as well. When you add new contacts,  sale details, documents, emails on a daily basis, your CRM database may get messy over a period of time. And you may notice that the performance of your database has become progressively worse. Poor data quality, spam contacts from social […]

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4 Ways Duplicate CRM Data is Costing You

on January 3, 2018

Well-arranged client data is the lifeblood of every business. However, there are numerous issues associated with handling a large data. The biggest one is that of – data duplication. Even the prestigious enterprise software like CRM can face this issue. Duplicate CRM data may not sound a big issue to many but it could be […]

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What is CRM Data Duplication? Why It’s a Trillion Dollar Problem

on January 2, 2018

What’s “duplicate data” or more specifically “duplicate CRM data”? Simply put, any piece of data that’s been created more than once or appears identical. For example, three contacts named “John Smith” who refer to the same person (not actually three John Smiths, but the same one), would be considered duplicates. CRM software has only been […]

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How to Prevent CRM Duplicates Before They Enter Your CRM

on December 31, 2017

Introduction Customer Relationship Management is integral to any business. We are always looking for effective tools and methods of interacting and relating with our customers. We want to manage the whole customer lifecycle in a very convenient manner, and CRM tools help us do that. However, a very prevalent challenge that can hinder the effectiveness […]

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How Much Duplicate Data is Really Costing You

on December 31, 2017

Introduction CRM have greatly improved how businesses relate with and manage their customers. Everything from marketing to the actual sale of the product to post-sale services are effectively taken care of by CRM tools. One of the things that can hinder the success of CRM tools is duplicate data. These repeated customer information can prove […]

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Flatly.io: Backup Your CRM The Easy Way

on December 31, 2017

Introduction One of the most important things in CRM is data. From customer’s data to business data, CRM tools are fueled by the data we possess. Given the significance of data in CRM, it is very essential to back this data up in case of any eventuality. One innovative solution for backing up CRM data […]

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6 CRM Trends to Follow in 2018

on December 31, 2017

Introduction CRM has come a long way, and it is always interesting looking at the evolution of CRM. From its basic form in the ‘80s to the introduction of automation in CRM in the ’90s. In the 2000s, there was already great buzz around CRM, and new technological advances made sure CRM tools served even […]

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7 Common Mistakes That Cause Duplicates in Your CRM

on December 31, 2017

Introduction Customers are the backbone of any business, and this is why managing them effectively is important to business success. Customer Relationship Management (CRM) tools make it easy to manage everything about your existing and potential customers – from relationships to interactions. However, there are some challenges that can make your CRM tool less potent. […]

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