Also writes to instant messengers. CRM, SMS manager and manager save three contacts, although this is one person. It seems to the entrepreneur that there are a lot of customers and applications, too, but in fact - three times less. There are three deals in the system, but in fact one and two doubles. In this article I will tell you why duplicates in CRM are bad, how to remove them and how we made protection against them in OkoCRM. What are duplicates and why are they dangerous Duplicates are cards of contacts or deals with the same data.
They cause confusion in the sales department. For example, two managers communicate with one client. Or we send letters to the same person twice. If the customer base is huge and there are many duplicates, then the company will spend money on mailing, and Whatsapp mobile number list sales will be less than expected. Minus clients, minus money. And statistics in CRM will not compete with real numbers. According to reports, managers are great, but in terms of money at the box office, it’s not so rosy. To be honest, I tried to add duplicates in OkoCRM to show how they look.
But I didn’t succeed. Our guys were able to protect the system from duplicating contacts so that duplicates cannot be created physically. How - I will tell in the following sections. To show what duplicates are, I registered in another well-known CRM with the letter A. Here I didn’t have to dance with a tambourine, duplicates are created in any quantity and for every taste. You just add several contacts with the same phone numbers, the system allows you to do this. Here’s what happens. Three Annas with the same phone numbers were missed by the system. You can enter the full name in the same way and in different ways, CRM will create any contact.