SalesLogix CRM De-duplication

Combining Cleanse and Capture, the DQ Suite identifies, corrects and prevents duplicates in SalesLogix to deliver accurate, trusted data, the foundation of any successful CRM initiative.

Working seamlessly right inside SalesLogix V6.2 and above, the DQ Suite complements the product's functionality to quickly and efficiently create the single customer view. The basic DQ Suite DQ Suite comprises a single Cleanse bundle with five Capture licences. Additional Capture licenses are sold in packs of 5, 10, 25, 50 or 100.

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Cleanse and Capture Recorded Demos

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Cleanse

Cleanse integrates directly into your SalesLogix data sources to identify duplicates in any SalesLogix CRM database. Cleanse enhances the SalesLogix Check for Duplicates Wizard to ensure records are merged, re-assigned and synchronised correctly and allows users to set the threshold above which matching records will be returned as possible duplicates.

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

Benefits

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

Capture

Capture is designed to plug into any SalesLogix CRM application with ease to prevent users adding duplicate data into SalesLogix databases. Name and address-related data is standardised and phonetically processed so that records may be matched where traditional computer matching techniques would normally fail.

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