In today’s fast-paced, dataData Data is a set of quantitative and qualitative facts that can be used as reference or inputs for computations, analyses, descriptions, predictions, reasoning and planning.-driven world, your CRM is only as good as the data inside it. Stop letting dirty, duplicated, and disjointed records erode your customerCustomer Customer is an individual or an organization that purchases a product or signs up for a service offered by a business. insights, damage personalization efforts, and waste your sales team’s precious time.
Pipeliner CRM’s Duplicate Checker is the game-changer you need—a powerful, proactive solutionSolution Solution is a combination of ideas, strategies, processes, technologies and services that effectively helps an organization achieve its goals or hurdle its challenges. that ensures you always have a single, accurate, 360-degree view of every customer and prospect.
The True Cost of Dirty Data
Poor data quality is an invisible drain on your business. It leads to:
- Inaccurate AI Insights: Garbage in, garbage out. AI suggestions and forecasts are ineffective when based on flawed data.
- Wasted Resources: Sending marketingMarketing Marketing is the field, set of actions, or practice of making a product or service desirable to a target consumer segment, with the ultimate aim of effecting a purchase. campaigns to the same person multiple times or having two different sales reps contact the same leadLead Lead refers to a prospect or potential customer (who can be an individual or organization) that exhibits interest in your service or product; or any additional information about such entity..
- Damaged Customer Experience: Nothing frustrates a customer more than feeling like you don’t know who they are, simply because their info is spread across several records.
- Compliance Risks: Inaccurate data makes it harder to meet data protection regulations.
The Solution? Pipeliner CRM’s Duplicate Checker.
Key Selling Points: How We Deliver Data Integrity
The Pipeliner CRM Duplicate Checker isn’t just a basic de-duplication tool; it’s a comprehensive, intelligent data quality manager designed to boost your efficiency from all angles.
Customized Precision Matching
You define “duplicate.” With our Configurable Match Criteria, you can select exactly which fields (e.g., Name, Primary Email, Address, Zip) and the desired Similarity Level that the system uses to identify duplicates. This means you catch the duplicates that matter, not just the identical ones.
Proactive Duplicate Prevention
Stop duplicates before they start. Our Duplicate Checking Widget actively scans the system while your users are creating a new record. If a possible match appears, the userUser User means a person who uses or consumes a product or a service, usually a digital device or an online service. is immediately alerted, prompting them to work with the existing record instead of adding a new, redundant one.
Intelligent, Asynchronous Bulk Merging
Tackle years of dirty data in minutes.
- Quick Merge: Utilize global Admin-defined rules (Most Populated Record, Latest/Oldest Created Record, or Custom Condition) to instantly auto-merge entire batches of duplicates.
- Asynchronous Processing: Merge hundreds or thousands of records without interruption. The process runs in the background, allowing you and your team to continue working in Pipeliner CRM while the data is cleaned.
Safe, Granular Control with Manual Merge
For complex or high-value records, our Manual Merge feature enables you to compare suggested duplicates side by side, visually confirming which values to retain and which record should be designated as the Master Record. You maintain complete control over the final, clean record.
Admin-Level Data Governance
Maintain security and control. Access to the powerful, system-wide Duplicate Checker Tool is restricted via User Role Permissions, ensuring only authorized personnel can make irreversible changes to your database.
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Frequently Asked Questions (FAQs)
The Pipeliner Duplicate Checker is powered by Locality-Sensitive Hashing (LSH), an advanced technique that not only looks for exact matches but also identifies highly similar records. Crucially, your Admin defines the rules: they can select specific fields (such as name, email, and address) and set the Matching Similarity Level, ensuring the system’s definition of a duplicate aligns precisely with your business needs.
Absolutely. We understand that merging data is a critical step. For customers who want to test their custom criteria against real-world scenarios thoroughly, we offer a paid Sandbox option. We create a temporary, safe copy of your live Pipeliner database, allowing you to run, test, and refine your deduplication process with zero risk to your active data.
It is vital to know that there is no undo feature for merged records. This is why we provide granular controls, such as the Manual Merge screen, Sandbox testing, and role-based permissions, for the primary tool. If a mistake is made, your best option is to immediately contact our support team to request a database restore to a point in time before the incorrect merge occurred. Note: Database restoration is a chargeable service.
Data quality is a serious responsibility. By default, access to the powerful, system-wide Duplicate Checker tool (found under the Tools menu) is managed via User Role Permissions in the Admin Module. This ensures that only authorized administrators or data quality managers can run bulk scans and make irreversible changes across your entire Pipeliner space. All users, however, can use the proactive Duplicate Checker Widget when creating or viewing individual records.
Learn More About Pipeliner CRM
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