Merge duplicate records
Posted: Mon Dec 23, 2024 9:31 am
“At the same time, marketing continues to import data (in formats like .XLS or .CSV) into the CRM without the correct fields or data cleansing from current events or campaigns. What happens is that over time, problems like duplicate contacts arise if maintenance or management is not carried out regularly.”
James Pollard of The Advisor Coach agrees on data cleanup:
“For example, a person might have interacted with your business using two different email addresses. In these cases, you might send the same follow-up message twice to the same person. This gives the potential customer the impression that you are unprofessional and that you don’t know what you are doing.”
How do marketers remove duplicate contacts and other data from their CRMs? We've had several suggestions.
Nathan Heider of Campaign Creators uses a manual process for HubSpot deduplication :
Select which of the two contacts you want to keep the information from
Click on 'Actions', below the contact name
Select 'Merge'
Enter the name of the contact you want to merge
While some companies remove duplicate contacts occasionally, some thailand code phone number marketers have told us they do it regularly. Removing duplicate data becomes a consistent part of their work.
“Our organization typically reduces duplicates and corrects incomplete data in our CRM on a quarterly basis to keep the database clean and ensure accurate reporting,” says Colton De Vos of Resolute Technology Solutions .
During the cleanup process, the team will decide whether to merge duplicate deals/contacts, delete one of them, or keep both. This can be confusing because some of the data may be correct in both, and making sure you keep the right information can be difficult if you didn’t enter it yourself.
"The cleanup process often involves contacting the people who are identified as the owners of the 'contact' or 'business' and determining what needs to be retained."
James Pollard of The Advisor Coach agrees on data cleanup:
“For example, a person might have interacted with your business using two different email addresses. In these cases, you might send the same follow-up message twice to the same person. This gives the potential customer the impression that you are unprofessional and that you don’t know what you are doing.”
How do marketers remove duplicate contacts and other data from their CRMs? We've had several suggestions.
Nathan Heider of Campaign Creators uses a manual process for HubSpot deduplication :
Select which of the two contacts you want to keep the information from
Click on 'Actions', below the contact name
Select 'Merge'
Enter the name of the contact you want to merge
While some companies remove duplicate contacts occasionally, some thailand code phone number marketers have told us they do it regularly. Removing duplicate data becomes a consistent part of their work.
“Our organization typically reduces duplicates and corrects incomplete data in our CRM on a quarterly basis to keep the database clean and ensure accurate reporting,” says Colton De Vos of Resolute Technology Solutions .
During the cleanup process, the team will decide whether to merge duplicate deals/contacts, delete one of them, or keep both. This can be confusing because some of the data may be correct in both, and making sure you keep the right information can be difficult if you didn’t enter it yourself.
"The cleanup process often involves contacting the people who are identified as the owners of the 'contact' or 'business' and determining what needs to be retained."