3 . IDENTIFY AND CLEAN EXISTING DATA DUPLICATES
4 . IMPLEMENT ONGOING MONITORING FOR NEW DUPLICATES
QUICK , VISIBLE RESULTS
TECHNOLOGY
3 . IDENTIFY AND CLEAN EXISTING DATA DUPLICATES
The ‘ CRM Scan ’ can be used to identify duplicates and clean them up . This requires some planning based on the CRM system in use . There are specialised tools that make this process easier , but in some cases it can be a good step to reinforce the process by taking it offline to use spreadsheet analysis .
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4 . IMPLEMENT ONGOING MONITORING FOR NEW DUPLICATES
Once data duplicates have been identified and cleaned , it is important to set up preventative de-duplication rules in the CRM platform to monitor and repair duplicates .
QUICK , VISIBLE RESULTS
Specialised scan tools , custom reports and dashboards are used to identify , clean and enrich data . This focuses on finding invalid data , such as digits or special characters in contact names , email addresses , web domains and incomplete mailing addresses . This can be done by combining spreadsheets and simple
MARCH 2020