FAQ's

Comments & Feedback

For all comments and questions, please contact us at This e-mail address is being protected from spam bots, you need JavaScript enabled to view it .  We appreciate your feedback!

Make sure you register to gain access to the forum, job board, and other features on the site! 

InterAction CRM Resources

Home arrow InterAction CRM Best Practicesarrow Maintaining Data Qualityarrow Contact De-Duplication - to Automate or not to automate?

Welcome, Guest. Please login or register.
March 13, 2010, 01:49:28 AM
Home Help Search Login Register
News: SMF - Just Installed!

+  http://www.interactioncrm.com/
|-+  InterAction CRM Best Practices
| |-+  Maintaining Data Quality
| | |-+  Contact De-Duplication - to Automate or not to automate?		 « previous next »
Pages: [1] Print
Author Topic: Contact De-Duplication - to Automate or not to automate?  (Read 3333 times)
paulokeeffe
Newbie
*
Posts: 3


View Profile Email
« on: July 31, 2008, 03:37:12 PM »
All,

Hope there are still a few people out there on this board...

We're in the middle of a global rollout of Interaction and my biggest concern right now is managing duplication of contacts, especially through Outlook synchronization.  We have a Data Steward function in place as per the recommended model, but I can't help thinking they will be overwhelmed.

Does anyone have experience of automating the resolution of duplicates to some extent - either by customizing Interaction or with the use of a 3rd party tool?
Logged
jrlenox
Newbie
*
Posts: 5


View Profile
« Reply #1 on: August 11, 2008, 08:39:39 AM »
you can do it by eporting potential matches out to a 3rd party tool, assigning duplicate ID's and rank, importing it back in to InterAction and using the windows client to "Merge clients using DQS" tool.

I've done it before on a few things with mixed results. Its good to get a lot of contacts deduped in bulk quickly, but doesn't intelligently merge phone numbers and addresses in a lot of instances .. and you and up having to do a big clean-up after the bulk dedupe anyway.

For a big job like that, I would recommend brining in a few temps to do change tickets, and also regularly run data quality searches (e.g. contacts with the same email address) and dedupe the results.

Logged
paulokeeffe
Newbie
*
Posts: 3


View Profile Email
« Reply #2 on: August 20, 2008, 11:34:43 AM »
Thanks JR - just got back from holiday and saw the reply.

That's how we were thinking to start with, but I'm not sure it will work during our implementation.  We have a phased rollout and some phases will create circa 9,000 duplicates, basically corrupting the system for any offices we already have on line.

I just can't believe LN don't have more options to automate this process, especially for duplicates by email address...

Thanks for the insight anyway.
Logged
Pages: [1] Print 
« previous next »
Jump to:  


Login with username, password and session length