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Workbooks Data Quality
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.
Workbooks offers two editions of Workbooks DQ
Workbooks DQ Foundation
This includes all the core deduplicate and merge functionality but without automation for continuous data cleaning.
Find Out MoreWorkbooks DQ Master
Includes the foundation functionality, plus the ability to run deduplication and merge rules on an automated schedule.
Find Out MoreWorkbooks DQ features
Advanced fuzzy matching
Our advanced fuzzy logic will uncover hidden duplicates based on fully configurable rules.
International capabilities
Multiple phonetic algorithms with DQ Fonetix™ covering 5 spoken languages (EN, DE, FR, IT, ES) for advanced linguistic planning.
Multi-record review screen
Compare as many duplicates as is necessary in one screen.
Library of transforms
Find more duplicates by normalizing, excluding, elaborating or abbreviating your data for matching purposes.
Match scoring
Select a match threshold to define which records you would like to return for review.
Re-useable session templates
Save time when configuring and defining sessions.
Multi-user review/user permissions
Multiple users can review duplicate records simultaneously.
Workbooks Report as Source to deduplicate
Run sub-sets of data to target a smaller/more specific audience.
Flexible match session definition
Control is handed to admin users who can define match rules which specifically suit their specific needs.
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