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.
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
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.
It provides a huge range of benefits which can help your business to a vast scale. Some of them are discussed below
You can learn more about VTiger’s Duplicate Check & Merge in this article.