Maintaining the quality of your customer and prospect data inside CRM can be a challenge. With data flowing in from your website, being imported from third-party data sources and being manually input by your sales team you can quickly end up with lots of duplicate records, despite your best intentions.
Workbooks Data Quality (DQ) solves this problem by providing a range of data deduplication and data quality tools which can be used directly inside the Workbooks CRM platform. The core functionality includes:
- Identifying duplicate records en masse, using advance fuzzy matching algorithms
- Define merging rules when merge records in bulk
- Automate the process to ensure your data always remains clean
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.