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Matching – with Social CRM dupe check

Best Practice, DataTrim Dupe Alerts

DataTrim Dupe Alerts also include the Website, Facebook, LinkedIn, Twitter and Google+ references to better detect duplicates – all by Default. This functionality is already available, all you have to do is to go to the setup and provide field references to where you...

Matching – Cross checking phone numbers

Best Practice, DataTrim Dupe Alerts

In salesforce phone numbers are stored in multiple fields, and your contacts don’t always differentiate between an office phone and a mobile. We have often seen that Phone and mobile numbers are mixed around, or realizing that the phone number on one records is the...

Top 5 reasons why duplicates exists and keep accumulating

Best Practice, DataTrim Dupe Alerts, DataTrim Entry Check, How To

Now that you have your Salesforce™ org up and running, data loaded, You may have realized that your data is full of duplicates. Read on to understand why duplicates exists and what you can do to mitigate the issue. Building a client or prospect database has never been...

5 things to consider when deduping Candidates in a Recruitment Solution

Best Practice, DataTrim Dupe Alerts

When consolidating candidates in world class recruitment solutions and getting the possibility to more effectively manage and automate your recruitment efforts, the challenge of dealing with duplicate data is more important than ever. Deduping candidates and deduping...

Marketing Automation – Data Care

Best Practice, DataTrim Data Laundry, How To

Caring about your data is like caring about your children, nurture it, give it your attention, and fill in the gaps to make the road ahead less bumpy and to give them the chance to be successful. It is not automation and auto-pilot, same goes with your data. B2B data...

Reliable, Complete and Consistent data, -are you kidding me?

Best Practice, DataTrim Data Laundry

In an ideal world your data should be Reliable, Complete and Consistent but reality often shows that it is not. Reliability – your ability to base your business decision on your data Every day we make decision based on the information our solutions hold about our...
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Related Articles

  • Potential Duplicates List
  • Merging Account and Contacts with redundant Account-Contact relationship
  • The DataTrim Merge Wizard
  • DataTrim Dupe Alerts Console
  • Merging with List View buttons
  • DataTrim Dupe Alerts – Remote Site
  • Lead deduplication: part of your lead qualification process
  • DataTrim Entry Check, Release: Spring 2023

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