DQ Global

sales_logix

Duplicates in SalesLogix diminish users trust in its data content and prevent businesses obtaining a Single Customer View (SCV).

To overcome this we have developed our DQ Suite for SalesLogix, a bundle which combines Cleanse4SalesLogix and Capture4SalesLogix to detect, correct or prevent duplicates and deliver accurate, trusted data. The foundation of any successful CRM initiative.

Working right inside SalesLogix, they both share the same familiar look and feel of SalesLogix so no additional application training is required.  The DQ Suite for SalesLogix combines two application add-ins:

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Cleanse4SalesLogix

Smart batch deduplication with user definable data merge rules
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Capture4SalesLogix

Smart fuzzy searching for Account, Contact and Opportunity records to avoid adding unnecessary duplicates

The DQ Suite for SalesLogix features:

  • Phonetic matching - Sounds like "Fuzzy" matching using our DQ's Fonetixalgorithms
  • Phonetic similarity in 5 spoken languages
  • Full audit trail of all data modified during the merge process
  • Fully customizable Merge rules which you can customise and extend
  • De-dupe and merge all primary entities (Accounts, Contacts, Opportunities or Leads)
  • De-dupe or cross match any two SalesLogix groups
  • Exclude previuosly reviewd duplicate records from future sessions, to keep each review small and efficient

 

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Download the DQ Suite for SalesLogix Brochure

Cleanse - Designed for SalesLogix CRM systems to identify and manage duplicate records

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Cleanse is a bundle which provides advanced data management for Accounts, Contacts and Opportunities, it guarantees records are intelligently merged, re-assigned and correctly synchronised.

Working right inside SalesLogix means no external application, no data migration, a familiar interface and simple review process. This all leads to a duplicate free Single Customer View you can rely on.

Features

 
  • Integrates directly into SalesLogix as a bundle
  • Deduplicate groups or complete database
  • Combines duplicate identification and merging
  • Synchronise correctly without losing data
  • Search on seven fields
  • Multiple user review
  • Flag matched records for exclusion
  • Custom Joins
  • Custom Rules
  • Exclusion of records

Benefits

  • Creates a single customer view (SCV)
  • Banishes duplicate records from underlying databases
  • Maximises the value of your investment in SalesLogix
  • Delivers accurate information for decision-making
  • Effective reporting


Capture - Designed for SalesLogix users to prevent duplicate entry at point of capture

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Capture is a bundle which ensures you get it right fist time. It phonetically searches, formats and standardises data before addition, to prevent SLX users unintentionally introducing duplicate Account or Contact records.

Accurate data capture means more productive users and reduced effort in correcting unnecessary downstream data defects.

Features

  • Easily plugs into any SalesLogix application as a bundle
  • Name and address-related data is standardised and phonetically processed
  • Fuzzy record searching and retrieval
  • Prevents users adding duplicate data into SalesLogix databases

Benefits

  • Accurately add accounts and contacts simultaneously
  • Delivers accurate information for decision-making
  • Effective reporting and opportunity management
  • Provides a single customer view
  • Find account or contact records regardless of spelling and typographical errors
  • Maximises your investment in SalesLogix