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Customizable CRM that cleans up your data

How to improve your CRM data quality

Quickly transform your CRM data quality by removing inaccurate data and automating data management.

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How to improve your CRM data quality How to improve your CRM data quality
How to improve your CRM data quality

How can a CRM improve data quality?

Workbooks DQ helps you uncover poor quality, inaccurate, or duplicated data within your CRM. Data cleansing helps you stay compliant and make sure that your customer and prospect data is accurate and reliable.

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The challenge

The challenge

Find the gaps in your strategy and learn where your teams are performing well with real-time reports and sales dashboard software.

  • Duplicates can occur when you enter data

    If you have data that flows in from your website, imported from third-party data sources, or is manually input by your sales team, you can quickly end up with lots of duplicate records or inaccurate data, despite your best intentions.

  • Data loses quality over time

    If you’re not regularly reviewing the quality of your data, you’re likely to find duplicated, incomplete, or poorly formatted data.

The solution

The solution

Data deduplication is the best way to ensure your teams are working with accurate data. Workbook’s DQ (Data Quality) helps you:

  • Remove unwanted duplicate data
  • Automate data management to ensure data is always clean
  • Get one reliable view of customer and prospect data

We're recognized by G2 as a High Performer in the US, UK and EMEA.

The benefits

Check out the 5 biggest benefits of using DQ and Workbooks.

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1

Make sure your data is accurate

Uncover hidden duplicate data

2

Customize your rules

Define rules to determine which matches you review

3

Find the data you need

Run sub-sets of data to target a specific audience

4

Easily compare data

Review all duplicates in one screen

5

Quickly update data

Multiple users can update records at the same time

Get a custom quote

You can pick from two different editions of DQ. Prices are based on how many records you have and if you choose a monthly or annual plan. Check out our pricing guide to view the costs.

1. Workbooks DQ Foundation:

  • Includes all the core deduplicate and merge functionality, without automated data cleaning.

2. Workbooks DQ Master:

  • Includes Foundation functionality, plus the ability to run deduplication and merge rules on an automated schedule.
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How business leaders are using Workbooks reports to drive results

Case studies
Keeping track of stock

Keeping track of stock

“If a customer is buying some items in a category but not buying others within the same category, we can ask the question, why are you not buying the additional items from us? We can see what they’re likely to need more of whether that’s Tremor line or tires.”

Chris Roessler

VP of Marketing and Advertising, Rotary Corporation

Tracking campaign success

Tracking campaign success

“We know which fundraising activities led to which donations, whether it is a challenge event or any of the many other activities organized by our local groups to raise funds and boost our profile. This allows us to focus future efforts on the methods we know will be most successful.”

Brendan Harris

Director of ICT, Coeliac UK

Meeting KPIs

Meeting KPIs

“If a customer is buying some items in a category but not buying others within the same category, we can ask the question, why are you not buying the additional items from us? We can see what they’re likely to need more of whether that’s Tremor line or tires.”

Charlotte West

Head of Employee Engagement, XPS Group

Measuring What Matters

“The biggest challenge wasn’t simply cleaning up the data. It was making sure we had a way to measure and maintain its quality going forward. By introducing a data health scorecard and automating much of the deduplication process, we’ve moved away from constantly fixing problems and towards a much more structured and sustainable approach to data governance.”

Head of Data, Ultima Media

From Chaos to Clarity

For a commercial team, confidence in your CRM data is everything. Before this project, we knew valuable insight was being hidden behind duplicate and inconsistent records. Working with DQ Global allowed us to clean and structure our data quickly, but more importantly it put the processes in place to keep it healthy. Today our teams can trust what they see in the CRM, which means better targeting, clearer account ownership and faster commercial decisions.

Commercial Director, Ultima Media

Frequently Asked Questions

What is data quality in CRM?

Good data quality in CRM is down to the accuracy, consistency, and completeness of customer or prospect information stored in your CRM system. If you’ve got great data quality, you can have more effective customer interactions with accurate data and analysis or decision making is reliable and free from errors.

Why is data quality important in CRM?

Data quality is important in CRM because, in its absence, errors and costly omissions are likely to occur. Without accurate, reliable customer information, sales and support teams can find it tough to deliver personalized service. Data quality builds customer trust, enhances operational efficiency, and supports overall CRM success.

Why is data formatting necessary?

Data formatting is important as it makes sure the data your staff are leveraging is organized and consistent. This makes it easier for users to accurately interpret the data they’re working with and supports effective decision making, customer communications, and reporting.

How much does it cost?

Prices are based on how many records you have and if you choose a monthly or annual plan. Check out our pricing to view the costs.

What are the benefits of deduplicating data?

Deduplicating data helps you:

Have complete confidence that you’re communicating with customers and prospects using the correct data

Make decisions using accurate, reliable data

Reduce the cost of data storage

Get a unified single customer view

Maintain the quality of your data now and in future

Is DQ a Workbooks’ product?

The Workbooks DQ product has been developed in conjunction with DQ Global, a leading provider of data quality solutions. It runs within the Workbooks CRM platform and is built on top of the Workbooks Bulk Merge capability. This provides the additional benefit of being able to ‘roll back’ a merge process if you accidentally merged the wrong records.

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