Bewertet am 31.1.2019
Finally, No More Duplicate Nightmares in My CRM!
Carlos aurélio P.
Kommentare: The problem was finding and merging large amount of duplicates, especially duplicates with little value variations that we couldn’t figure out how to find. CleanCRM tool helped us finding and merging all types of duplicates that already exist in our CRM. On the other hand, CleanEnter and CleanImport help us preventing new duplicates from entering our CRM when we are importing or manually inserting new leads and contacts into Salesforce.
Vorteile: Ease of use, as the tools works right from Salesforce without installing any software or exporting records. ActivePrime support is very helpful and walked me through solving all issues. Their pricing model: it’s based on number of admin users, and not total number of CRM users, which is a big advantage against other options.
Nachteile: Merging rules were a little bit difficult to learn and utilize to customize deduplication process. I contacted support and they helped me managing these rules and customizing them to our specific needs.
Bewertet am 6.12.2016
Our data in CRM On Demand is now more reliable after using Active prime
Our organization is the parent company for ten separate companies sharing
one instance of CRM On Demand. With 200,000 Contacts
and 70,000 Accounts, We rely on CRM data for prospecting,
sales and operations and accurate contact information is critical
for the sales team to be quick, effective and reactive in sales.
After the CRM On Demand implementation, we quickly realized
we needed a way to clean up thousands of duplicates which had
been loaded and created complaints by users of the CRM. We also
needed a way to prevent duplicates as sales and operations created
new contacts. Duplicate data made it difficult to produce opportunity
reports for management.
Vorteile: Active Prime Support is always very quick and easy to work with on resolving any issues.It also Increased user productivity as the team can focus on selling, and not trying to determine which account is the right one to use.
Nachteile: There should be an option where it would stop a user from the duplicate account. Right now it only shows them the suggestions.