Multiple Phonetic (sounds like “fuzzy”) algorithms including DQ Fonetix™
Extensive DQ Metaverse™ for data transformations, by type of data, catering for:
Homonyms
Synonyms (Abbreviations/Elaborations/Exclusions) in multiple data categories
Acronyms
Typo’s
Record Scoring & Weighting
Multiple Duplicate review
Manual Promote – Select the best CRM record
Manual Attribute Fill – Select the best data field value
Manual Record Merge – Safely merge data and re-assign linked records
Multiple Reviewer Licenses - 5 reviewer licences are provided as standard; additional reviewer licenses are available at extra cost based on the number of reviewer licenses required
Across Entity Matching (N/A for Workbooks DQ)
Cross compare data within an entity or across entities for:
Prevention – Avoids duplicate creation when a lead is converted to an opportunity/account/contact
Completeness – Fills data from the Lead to the Account or Contact
Integration – Ensures preventable duplicates are not introduced by marketing automation solutions
Cross comparison:
Within Account, Contact or Lead entities, so that CRM view A (e.g. existing records) can be compared to CRM view B (e.g. newly imported records) to identify and Master your CRM records
Across records from Leads to Accounts, or Leads to Contacts for a more accurate and complete “Master Record”. This Powerful capability avoids duplicate records being added during the Dynamics Lead to Opportunity and Account/Contact conversion process
Advanced Find (N/A for Workbooks DQ)
When records are searched for using the CRM advance find or displayed on the entity listing screen, this DQ4Dyn Module allows users to take control and tag records as selected duplicates
Once tagged they may be processing through the DQ review screen with all the capabilities of the standard user interface.
This capability allows users to manually identify duplicates, which otherwise may not be matched, and merge them efficiently to create your Single Customer View
Parent/Child Linking (N/A for Workbooks DQ)
When duplicates are identified, sometimes it is not appropriate to merge them?
Some of our clients wish to link them so that:
Synchronisation and data integrity with other systems is not compromised
Linked relationships between parents and children are easily managed
start/modules/base_module.txt · Last modified: 2021/07/06 08:28 by conor.doyle