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Salesforce.com/CRM Data De-duplication Prayer

Posted Jan 27th, 2009 at 06:00 AM and seen 104 times



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prayer is... Salesforce.com/CRM Data De duplication Prayer

If there was a prayer that would automatically de-dupe all the leads and contacts data in your Salesforce.com or other CRM applications, would you say that Prayer? Everyday? If you answered yes to that, we’d love to talk to you today.

 

Unfortunately, as we all know there is no such prayer but answering the question above will help every marketing manager realize and take notice of this grave problem that is eating away at your campaign effectiveness and sales team productivity everyday. See this post and this report for more on how bad data can be bad for business.

 

Duplicate records is one of the most critical problems in CRM databases today and I am positive that majority of organizations who have this problem have not yet figured out a good solution for it. Before researching any tools and service providers, I think it is important for marketing managers to first define how they want to attack the problem and what logical methods they think they can live with. Figuring this out is a great first step to the problem and here are some of the best ways to look at your de-duplication problem

 

  • De-dupe and merge all records that have the same email addresses. 
    • This is perfect except that you must account for common problems with this logic and excluding all info@, careers@ and such other email addresses. 
    • Another way is to first look at all info@, careers@ records and see if that are of any value to you and purge those records. 
  • In the absence of email addresses in contacts and leads tables, the next best way is to de-dupe and merge based on “firstname + lastname + companyname” and this will most likely work. One thing you must do is to export the list of such records as you merge them so your marketing operations team can eye ball them to find any discrepancies. 
  • For all new leads that are being added to the database, the best way to avoid an ongoing problem of duplicate records being created is to use a product or service that compares and remove duplicates from any list before it is added to the CRM system. The ReadyContacts service or RingLead or CRMFusion tools are an example of this. 

What are other tactics and strategies that you are using for de-duping and what has worked and scaled for you well? I’d love to know your experiences and ideas. CRM database cleansing and enrichment is a crucial new area for all marketing organizations and we are seeing an increasing number of marketing departments that are recognizing this as a priority for 2009, when doing more less has become important due to economic recession in the markets. 

 

  • dontcry
    As much as possible companies and contacts should be associated with primary identifers or some sort of identification number. We should all have these within our own databases, but it would be great when we buy/rent data, especially from a repeat source, that it always came with an ID to make it easy to match. To do this, you would initially follow the same steps as outlined in this blog post in order to do the matching and make sure to create a one-to-many table in your database that held the matched primary identifers. club penguin cheats
  • jason smithwick
    i would like to learn more...we have 2.5k records in salesforce and another 3k we would like to import once we verify and clean the data......and we need to verify all email address....thanks!!
  • Vaibhav Domkundwar
    Hi Jason:

    It was good talking to you yesterday. Looking forward to connecting early next week.
  • kmitchell
    As much as possible companies and contacts should be associated with primary identifers or some sort of identification number. We should all have these within our own databases, but it would be great when we buy/rent data, especially from a repeat source, that it always came with an ID to make it easy to match. To do this, you would initially follow the same steps as outlined in this blog post in order to do the matching and make sure to create a one-to-many table in your database that held the matched primary identifers. Unfortunately not many sources provide primary IDs with their data. Perhaps it's something that marketers will also push for in 2009.
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