In sales, success hinges on data – its accuracy and relevance. For businesses using Dynamics 365 CRM, data quality is important for informed decision-making and strategic planning. Duplicate, inaccurate, or incomplete records can turn the CRM into a liability rather than an asset.
Duplicate Dynamics 365 CRM records can lead to confusion among sales representatives. They may not be sure which record contains the most recent or accurate information, resulting in inconsistent communication and potentially damaging the sales outcomes and customer experience.
To safeguard your business against the pitfalls of duplicate data, an investment in a comprehensive data hygiene solution is non-negotiable. Data hygiene involves the meticulous cleaning of the data within your CRM, ensuring it remains accurate and up-to-date. By incorporating these practices, you empower your sales efforts with actionable, trustworthy information.
DeDupeD by Inogic emerges as the quintessential data hygiene solution for Dynamics 365 CRM, simplifying the journey toward a pristine CRM database. This solution excels in detecting, preventing, and merging duplicate records across an array of entities, encompassing leads, contacts, accounts, cases, and any other Microsoft Dynamics 365 CRM entities—whether out-of-the-box or custom.
While Microsoft Dynamics 365 CRM provides a built-in duplicate detection feature, DeDupeD elevates the deduplication experience by facilitating mass historical data clean-up and enabling seamless real-time deduplication. This strategic approach aids businesses in eradicating redundant data, paving the way for a pristine database that affords a more accurate view of all records, thereby amplifying user adoption and providing clearer insights into sales data.
Interested? Keep reading to learn about the benefits of using DeDupeD in CRM below-
Here are 5 benefits of the DeDupeD app:
- Optimized Data Quality: The application enhances overall data quality within Dynamics 365 CRM by eradicating duplicates. This results in heightened data reliability, leading to more precise reporting, informed decision-making, and elevated customer experiences.
- Effortless Duplicate Identification: The app streamlines the identification of duplicates through automated processes, simplifying the workflow for CRM users. Manual comparisons are no longer necessary, alleviating the confusion associated with duplicate data. This empowers users to concentrate on strategic tasks rather than the intricacies of duplicate detection.
- Time-Efficient Operations: Database deduplication translates to saved time, reducing efforts spent contacting the same customers repetitively. This not only enhances customer satisfaction but also elevates your brand’s reputation.
- Proactive Data Integrity: The application incorporates preventive measures that proactively minimize duplicate records, ensuring data integrity and consistency in real-time. This safeguards the CRM system from unnecessary redundancies.
- Enhanced User Interaction: A user-friendly interface improves the overall user experience within Dynamics 365 CRM, allowing users to effortlessly manage duplicates. This streamlined process contributes to an enhanced user experience and greater efficiency.
Impressed by the amazing benefits of DeDupeD?
Here’s how you can experience the magic of DeDupeD right away with these simple steps:
- Install DeDupeD either from the website or navigate to Microsoft AppSource within CRM under Advance Settings to download the app.
- Easily configure DeDupeD and customize duplicate matching rules and conditions based on your requirements. Or you can reach out to our experts at crm@inogic.com.
- Now, whenever a user creates a new record and a similar record already exists in the CRM, DeDupeD will show a pop-up and display all the duplicate records, thereby stopping the user from creating a duplicate.
- Also, if you already have a lot of duplicate records in your CRM, then DeDupeD will take care of it as well. The app will help you detect and merge these existing duplicate Dynamics 365 CRM records in bulk.
To explore the app’s features in more detail, you can refer to our online help site. And for a one-on-one demo of how the app can benefit your business by keeping the data clean, feel free to contact us at crm@inogic.com.
Make your data pristine before the holidays so that you can come back to a quality database.