Analyze: Assessing Your CRM Data for Actionable Insights
Zoominfo
APRIL 9, 2024
It’s common for a CRM to have multiple entries for the same company, each with slightly different ways of conveying the name — ZoomInfo, ZoomInfo Technologies Inc., ZoomInfo LLC, and so on. Each record might also contain unique contact and sales data. These records need to be combined, cleansed, and merged into one. By applying Duplicate Survivorship Rules, which are defined in the first phase of a CRM cleanup, data teams can easily decide which records remain after the merge is completed.
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