SuperOffice
CRM
Database Clean up and maintenance - Doublets, triplets, wrong links and moving contacts.
If you are tasked with the administrative work associated with the SuperOffice database, you may notice that some users are less disciplined than others: They tend to enter a company as new, even though it is already in the database, but with a somewhat different naming convention than what they think is right.
Also, you may be asked to import a list of companies that attended your company's booth on the last trade show, or the membership roster of a new organization your sales people have found ripe with opportunities. Add to that the eager new assistant that where told to 'Enter this stuff', not knowing that a lot of that 'stuff' already existed.
Over time, your database may be in dire need of some clean-up. This is sometimes done by the people in marketing and sales on a case-by-case basis. At other times, you are asked to 'take care of this mess'. Granted, part of this job can ONLY be done by people that knows the prospects and customers fairly well, but there are tools available that can greatly assist in these kinds of clean up projects.
You can download, at no charge, the three utilities below, that can assist when you want to move contacts and associated activities from one company to another; say for example when you have a double entry of the same company with activities listed under both, and you want to merge these into one company.
Below are some examples of database cleaning products that we suggest you may want to consider. Some of them are somewhat overlapping in functionality. What is the best tool for the job, will be very individual however. Contact us if your database is growing out of control; we can help.
SuperOffice Deduplication Wizard
With this wizard, you can find the duplicate
relations in your database, criteria definable by you, and then mark, merge
(including activities) or transport them into a new selection as 'suspicious'
and let the account executives do further sorts and changes.
SuperOffice Duplicate Analyzer
Through an advanced duplicate analysis of your SuperOffice database, it identifies potential company and person duplicate candidates and present them in a user-friendly user interface. From here you can remove duplicates one by one, or you can merge high score duplicates in an automatic process.
Duplicate
Analyzer comes preconfigured with 5 different analysis profiles, which are
likely to ‘catch’
90% of the duplicates in the database (Depending on data quality).
An
example of a trial run using quick phone and Zip code to run though database
checking for duplicates.
Automatic versus Manual Merging
Duplicate Analyzer gives a
score for each duplicate it finds. You can run a bulk merge on those duplicates
with a high score – quick and efficiently. Those Duplicates with a low score
will usually require a manual review. Duplicate Analyzer present the duplicates
in an easy to overview screen, allowing you to quickly
review and merge duplicates, or to mark them as not being duplicates. The
overview include statistics and
user defined fields.
Note that this is available as a free demo - try before you buy. Contact us at info@nteraction-crm.com
SuperOffice in USA Nteraction
Systems home page
SuperOffice CRM add-on modules