Working in a traditional work environment, many of the tasks are reperformed every now and then. For example, you run a medical firm and two of your sales reps visit the same doctor at varying times, marketing for the same product and even the offer they are putting in front of that doctor is the same. Will you support such activities or discourage them? Obviously, you will go against it. Because in doing so much of your resources are wasted without any significant gain. Instead, if your sales reps had visited two different doctors then it would be more beneficial for the firm. In routine life, we don’t even keep two copies of the same song in our iPod because we assess it as wastage of storage. Keeping identical records is also a problem and can cause a number of glitches.
Data Duplication in CRM
CRM performs a huge range of different tasks and doing so storing data more than once is a common issue. For example, maybe your sales rep is working on an existing client to offer him some new product and at the same time that client have registered some complaints to your customer service department. There is a great chance that all of them could be adding separate contacts for that single client. So duplicate records of a single contact will be created. The tasks performed on that client should be done using a single record. A single record will provide better information regarding that contact and all the teams and members working on it will know the status of the client. In ordinary CRM systems, a single contact is entered multiple times depending on the module which requires its information, but VTiger 7 understands how troublesome data recurring can prove to be.
Recommended extension with better functionality and advanced options: VTiger Duplicate Check & Merge
VTiger 7’s Duplicate Check and Merge Tool
To deal with data repetition, VTiger 7 offers Duplicate Check and Merge feature. Its name is quite self-explanatory because it checks for data duplication in the database and then merges them to make a single identity. This feature is sophisticatedly designed and can detect every repetition in the database associated with VTiger 7 CRM. It checks all the credentials of a record and if all of them are similar then it merges both of them and creates a single entity, which possesses the attributes of both the records. If some of the credentials are different then it will notify you and will take actions according to your instructions.
Benefits of using VTiger 7 Duplicate Check and Merge tool
It provides a huge range of benefits which can help your business to a vast scale. Some of them are discussed below
- Lower the Hardware and Software Costs: It will cut down the cost you pay for managing your database in terms of hardware and software expenses. For example, a firm is using cloud storage services and has to pay for every bit of data they store on the cloud, repeated records will incur additional costs to the firm. Using this tool they can lower their cloud storage expenses. In regard to hardware, more data means more hard drives for storing them, which also increase the expenses of a business. VTiger 7 duplicate check and merge feature helps to cut such costs by eliminating excess copies of the same record.
- Counter Database updating Problems: Data updating is a costly feature and become more and more complex with increasing size. So, duplicate records not only keep the cost of the database updating high, but also make it difficult to carry out. Using VTiger 7 you can save resources while updating your database.
- Better Data Integrity: Maintaining huge sized records is also a difficult task, it can result in crashes and data corruption. So, removing excessive copies of data help in maintaining data in a better manner.