Merging and eliminating duplicate data fields
Posted: Mon Dec 23, 2024 9:32 am
Sometimes it's more than just having two contact records for the same person. There may be duplicate information within contacts, taking up more space and making records more confusing.
Casey LeBrun of Revenue River told us how his agency does it:
"For example, we get all the sales reps together to decide which job titles we want to capture. This final list is different from the duplicate properties and corresponding fields that already exist."
"From there, it automatically copies the existing property values into our new standardized values. If there's a field that doesn't match, we put that under another field." Michele of MKT4EDU describes a simpler process: "I define ONE main property to keep the information and clean up the others (i.e., remove and delete the value)."
Sales reps appreciate clean records. But the cause of duplicate fields with similar information in individual records isn't just sales or marketing reps.
"[A] SaaS company can pass usage data about their customers' product usage with the platform/application to the CRM system," says Drew Cohen of SmartBug Media.
"Things often get very complicated with these types of integrations that involve thailand country code APIs. Time spent on the platform or user behavior metrics are often areas where there is overlap because multiple fields have similar names and dates.""When this issue occurs, we first review all the fields coming from the source. In this example, the source is the SaaS platform/application. We look at all the fields that are being pushed from that source into the CRM. This review is the basis for later cleanup."
"We identify where duplicates occur and then set up workflows to move data from one area to another if necessary. With marketing automation tools or CRM workflows, this is a fairly efficient process as long as there is a thorough review and a cleanup strategy in place.”
CRM data cleanup starts with a review. As Drew said, cleaning up the CRM system is a prerequisite for getting better results in the future.
“By leveraging Insycle’s aggregation feature,” says Chris Hobbs of Eyeview, “we were able to quickly and accurately move data from [duplicate data] fields into new fields.”
“The quality of data we have to work with has improved and the number of fields has been reduced, making entry and reporting much faster. This saves us time and gives us more accurate data that is easier to interpret,” says Hobbs. Cohen agrees: “This has the positive effect of significantly reducing the overall number of CRM fields and also significantly reducing the amount of data that sales and marketing professionals have to sift through.
Casey LeBrun of Revenue River told us how his agency does it:
"For example, we get all the sales reps together to decide which job titles we want to capture. This final list is different from the duplicate properties and corresponding fields that already exist."
"From there, it automatically copies the existing property values into our new standardized values. If there's a field that doesn't match, we put that under another field." Michele of MKT4EDU describes a simpler process: "I define ONE main property to keep the information and clean up the others (i.e., remove and delete the value)."
Sales reps appreciate clean records. But the cause of duplicate fields with similar information in individual records isn't just sales or marketing reps.
"[A] SaaS company can pass usage data about their customers' product usage with the platform/application to the CRM system," says Drew Cohen of SmartBug Media.
"Things often get very complicated with these types of integrations that involve thailand country code APIs. Time spent on the platform or user behavior metrics are often areas where there is overlap because multiple fields have similar names and dates.""When this issue occurs, we first review all the fields coming from the source. In this example, the source is the SaaS platform/application. We look at all the fields that are being pushed from that source into the CRM. This review is the basis for later cleanup."
"We identify where duplicates occur and then set up workflows to move data from one area to another if necessary. With marketing automation tools or CRM workflows, this is a fairly efficient process as long as there is a thorough review and a cleanup strategy in place.”
CRM data cleanup starts with a review. As Drew said, cleaning up the CRM system is a prerequisite for getting better results in the future.
“By leveraging Insycle’s aggregation feature,” says Chris Hobbs of Eyeview, “we were able to quickly and accurately move data from [duplicate data] fields into new fields.”
“The quality of data we have to work with has improved and the number of fields has been reduced, making entry and reporting much faster. This saves us time and gives us more accurate data that is easier to interpret,” says Hobbs. Cohen agrees: “This has the positive effect of significantly reducing the overall number of CRM fields and also significantly reducing the amount of data that sales and marketing professionals have to sift through.