Tip · CRM Duplicate and Data-Quality Check
CRM duplicates: use a rule you can explain
A tip for small sales teams: decide your duplicate rule before you merge anything, for example same email first, then same name and company, then same phone last, and write it down. A rule you can explain is one you can undo.
The pilot
CRM Duplicate and Data-Quality Check (pilot)
Our CRM check pilot groups likely duplicates from a contacts export, with a confidence level and a suggested record to keep. We merge nothing; you apply any change in your own CRM. A person reviews the sheet first.
Pilot. The sample is made from invented data.
See the CRM Duplicate and Data-Quality Check pilot and its sample