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Business Needs

“Removing known duplicate records within our CRM system, the difficulty was finding these records in a vast database and automating the amends.”

DQ Global Solution

Perfect & Merge™ for Dynamics CRM

Business Benefits

In total, over a seven week period, a team of three people reviewed, perfected and merged 18,000 duplicate records. This would not have been achievable without this tool.


Company Background

RICS: The Royal Institution of Chartered Surveyors are a globally recognised professional body.

Through their respected global standards, leading professional progression and trusted data and insight, they promote and enforce the highest professional standards in the development and management of land, real estate, construction and infrastructure.

With over 134,000 highly qualified trainees and professionals, and offices in every significant financial market, RICS are ideally placed to influence policy and embed standards within local marketplaces in order to protect consumers and businesses.

The Data Quality Challenge

“As a small Data Team at RICS we faced the challenge of removing known duplicate records within our CRM system, the difficulty was finding these records in a vast database and automating the amends”

Data Quality Solution

“By using Perfect & Merge we were able to break down our database to review data geographically and based on record types.  The set-up of the searches were so simple and for the first time we could actually see the volumes of potential duplicates and report progress to the organisation.”

The Results

“The results were a success, through the flexibility of being able to add new fields to the output we went from reviewing 50 duplicates to 70 duplicates per hour in no time at all.  In total, over a seven week period, a team of three people reviewed, perfected and merged 18,000 records. This would not have been achievable without this tool.

Although the main checks are now complete we are still using the system to monitor new data and ensure that we maintain quality and uniqueness of records.”

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