Dupe Detection on Data Entry with DataTrim Entry Check
DataTrim Entry Check was originally designed as a help for users to prevent creation of duplicates -when entering new records. But user entry is not the only source for new records.
Dupe Detection on Data Entry when new records come from other sources is maybe a lesser know feature of DataTrim Entry Check.
Not all new records are entered by Users, right?
Leasd may be coming in from a website, or a marketing tool. Importing Contacts from LinkedIn or other source sites etc.
These entries may of cause also be duplicates, and you could choose to block these using the salesforce matching rules. But you should not block a new enquiry on your website, just because it looks a potential dupe, or has the same email as an existing lead.
What you need if a simple way to identify as early as possible: which of the new Leads/Contacts that are duplicates and which are truly new records.
Dupe Detection upon Entry, detecting the dupes as early as possible
DataTrim Entry Check applies its search algorithms for each new record you add to your org. it and will determine if the new record is a potential duplicate or not.
The Entry Check App now includes the best-in-class Merge Wizard available throughout the DataTrim Apps. Read more here: Best in Class: DataTrim Merge Wizard
If the new record is identified as a duplicate record, the App will change the Status of the record. E.g. ‘New- Dupe Lead’ or ‘New – Dupe Contact’ if the lead is a duplicate of a Contact.
Changing the Status of the new lead can prevent sending out the standard:”thank you” email. –As the lead already have received this in the past.
Using the List View buttons to Merge before qualifying
When the Lead Management team reviews their list of new leads, they can easily identify the duplicates. And launch the merging process, directly from the List View.
Learn More about DataTrim Entry Check
Please do not hesitate to reach out to us, we are happy to discuss your needs, and see how our solution can address YOUR challenges.
DataTrim helps companies and organizations worldwide in improving and maintaining a high level of Data Quality.
The DataTrim Data Laundry improves the reliability completeness and consistency of your data by applying a set of data cleaning treatments which is called The Data Laundry.
DataTrim’s Solutions adds experience based data cleaning processes to lead management, marketing automation, customer support and account management processes in salesforce and create valuable impact on the day-to-day usage and productivity in a simple-to-use, collaborative and cost effective way.