CRMnext introduced advanced merge rules to merge duplicate records to significantly improve the quality of data of the CRM system. Now filter criteria can be defined on the basis of which relevant records can be fetched and merged. The advanced merge rules user interface is very intuitive, it makes the entire data cleaning process very simple and can also be done by the end-user on an ongoing basis.
Users can now view all suspected duplicate records on the basis of numerous filter criteria like contact details, DOB, etc. The columns for these listings can be carefully selected to ensure identifying duplicate records is easy. A default record can be selected and the most relevant fields from matching records displayed can be used to update it. Specifying the default record with pinpointing and editing required fields for creating a single holistic record is possible without worrying about permanently deleting duplicates that might be required by others.
On the occasion, Dr. Manoj Kumar, Product Architect, CRMnext said, "With the advanced merging capability, users can clearly view duplicates and update them through a single interface. This will make cleaning of large volumes of data very easy and quick to perform. This will also significantly improve reporting and analysis of information from CRM systems."
CRMnext is a specialist Customer Relationship Management product company with focus on ultra-scalable installations. The CRMnext team has a proven track record of delivering High-Impact CRM solutions in their key practice vertical of Banking, Insurance, Media, and Telecom. Unlike commodity CRM, CRMnext has been widely recognized as a proponent of strategy driven implementations. It is the CRM solution of choice in Indonesia and other countries.
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