Data duplication is a serious issue that makes your sales team run havoc due to the redundancy of unnecessary information. Being in the business for this long and having worked with many startups and entrepreneurs, we have encountered various situations where team members working on the same account unknowingly create duplicate information.
Salesmate already has a system in place to check for duplicates while bulk importing your contacts and we couldn’t ignore the part when manual contact creation takes place. By rolling out our duplicacy management update, you can now be assured to avoid contact redundancy drawbacks.
You won’t lose your precious sales time and resources correcting the human error after creating contacts. Our new Deduplication feature will check for duplicates while you are manually adding contacts based first and last name, email, mobile, phone number, and custom email.
While entering new contact information in the above mention fields, Salesmate will analyze the database and fetch information related to the existence of any similar record.
Once the potential duplicate is detected by the system, sales reps will be able to quickly edit the record or create a new one. Simply click “Use and Edit” to make changes to the contact information; in a quick pop-up window. View full contact information just by clicking on the contact in a new window.
Want to know more about how duplicate management solution works, check out our help portal.
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If you are tired of searching for a CRM that is as dynamic as today’s business scenario, your quest ends here! Salesmate CRM provides better productivity with features that allow you to have a smoother sales process. At a competitive price, we welcome you to experience sales that is fresh, dynamic and forwarding moving; just like your business!