Cross Entity Matching for Perfect & Merge

Posted Tuesday, October 10th, 2017
Posted in: News

Cross Entity Matching added to Perfect & Merge for Dynamics 365

London, 11th September 2017 – DQ Global a leading provider of CRM data cleansing and data integration services has announced a unique feature – Cross Entity Matching capabilities for its Perfect & MergeTM software for Dynamics 365. Data can now be cross compared from separate entities to create the most accurate and complete “Golden Record”.

Perfect & MergeTM already offered huge productivity gains and many more capabilities than the out-of-the-box Dynamics 365 duplicate detection and its capabilities are continually growing.

The new unique features include:

  1. Cross comparison of lead or opportunity entities to account or contact entities
  2. Users can review cross entity data, side by side with ease
  3. Data is taken from leads or opportunities to populate the best “Golden Record” for CRM
  4. Automation of merging where records are an exact match
  5. Scheduling of cross-entity matching and merging is now possible
  6. Automation of processes for:
    • Matching
    • Best Field detection
    • Best Field population

CEO of DQ Global Martin Doyle says “Driven by customer demand this is a truly unique addition to our software. It really enhances the master record merge experience, resulting in the best “Golden Record” possible.

“We love to hear customer feedback, it drives continuous innovation and that’s what has happened here. It truly automates processes and humanizes exceptions to reduce review stare and compare times” said Martin.

This major update, solves multiple challenges: incorrect lead synchronisation with external email marketing systems, records wrongly being worked as leads or opportunities when they are already in the CRM system and finally – with ease – creating a single version of the truth through advanced Master Record Merge functionality and automation.

You can find out more about the key features or request a free 30 trial of Perfect & Merge™ for Dynamics 365 here:

https://www.dqglobal.com/products/perfect-merge-software-dq-pam/

DQ Global is a leading provider of CRM Data Quality Software and services which enables businesses to solve complex data quality challenges. DQ Consultants work alongside businesses to improve the quality of their data, empower them with more control and therefore increase the trust in their data. For the past 20 years, DQ Global has been helping clients succeed through delivery of higher quality data, for better informed decisions and hence better business outcomes.

All trademarks and trade names mentioned herein are the properties of their respective holders and are hereby acknowledged.

If you have any questions regarding information in this press release please contact:

Mary Doyle | marketing@dqglobal.com | https://www.dqglobal.com |+44 (0) 2392 988303

 

 

 

Written by

Martin is CEO and founder of DQ Global, a Data Quality Software company based in the UK. With an engineering background, Martin previously ran a CRM Software business. He has gained a wealth of knowledge and experience over the years and has established himself as a Data Quality Improvement Evangelist and an industry expert.
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