How Cogniance Enables Their Sales Team
IMPORTANT FIRST STEPS
1 . DEFINE DUPLICATES
2 . SET UP PREVENTATIVE DEDUPE RULES IN THE CRM
How Cogniance Enables Their Sales Team
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IMPORTANT FIRST STEPS
Identifying data duplication is another hurdle that can undermine productivity . Duplication is typically due to a lack of standard and unique identifiers for companies and the people that work for them . Despite the use of common proxies , including web domain and email addresses , these are often not unique , as the names of companies and people can change or have variations . To tackle duplicates , businesses need to :
1 . DEFINE DUPLICATES
The first step is to define what is considered a duplicate . For instance , in contacts and leads this can be email address matches , identical name matches and account associations .
2 . SET UP PREVENTATIVE DEDUPE RULES IN THE CRM
Businesses should then use fea- tures established by Salesforce to block and prevent the creation of duplicate records .
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