Merging Difficult-to-Identify Facebook Messenger, WhatsApp, and Integration-Created Duplicates
Posted: Wed Dec 04, 2024 8:19 am
Accurate and up-to-date data is the lifeblood of any successful business. Maintaining clean CRM data is essential for effective operations, strategic decision-making, and superior customer experiences. Managing duplicates is one of the biggest challenges in keeping CRM data clean, especially when those duplicate records are created through integrations such as WhatsApp and Facebook Messenger. This often results in difficult-to-identify duplicates with partial data.
When data comes in through integrations, the integration truemoney database may only have a small amount of data on the contact or account. For example, when a call is placed into your calling system, the system likely only knows the caller's phone number. If it cannot match that to an existing record, you will end up with a new contact with no name and just a phone number. Traditional deduplication methods, which rely on matching specific fields, struggle to identify duplicates accurately when a record only contains partial data. This leaves these integration-created records to languish and clutter your CRM database.
Enter the concept of deduplication by record creation date. This innovative approach allows you to filter records by their creation time, making it easier to spot duplicates that might otherwise go unnoticed. By focusing on when records were created, rather than relying solely on the data within them, you can significantly improve your deduplication process.
Insycle offers a powerful feature that helps businesses manage and merge duplicate records based on creation time. This simplifies the deduplication process and ensures your CRM data remains clean, accurate, and ready to drive business success.
Impact of Integration-Created Duplicate Records on Your Business
Duplicate records can have far-reaching consequences for your business, affecting operations and efficiency. Duplicate records with very little data in them are destined never to be identified by standard CRM duplicate detection systems. They only have a chance of being merged if your company performs time-consuming manual merges.
When data comes in through integrations, the integration truemoney database may only have a small amount of data on the contact or account. For example, when a call is placed into your calling system, the system likely only knows the caller's phone number. If it cannot match that to an existing record, you will end up with a new contact with no name and just a phone number. Traditional deduplication methods, which rely on matching specific fields, struggle to identify duplicates accurately when a record only contains partial data. This leaves these integration-created records to languish and clutter your CRM database.
Enter the concept of deduplication by record creation date. This innovative approach allows you to filter records by their creation time, making it easier to spot duplicates that might otherwise go unnoticed. By focusing on when records were created, rather than relying solely on the data within them, you can significantly improve your deduplication process.
Insycle offers a powerful feature that helps businesses manage and merge duplicate records based on creation time. This simplifies the deduplication process and ensures your CRM data remains clean, accurate, and ready to drive business success.
Impact of Integration-Created Duplicate Records on Your Business
Duplicate records can have far-reaching consequences for your business, affecting operations and efficiency. Duplicate records with very little data in them are destined never to be identified by standard CRM duplicate detection systems. They only have a chance of being merged if your company performs time-consuming manual merges.