Insight
Resolve duplicate contacts before automating the customer handover
A customer record can be duplicated for ordinary reasons: a different email address, a spelling change or an import from another system.
Customer Relationship Management and Customer Data
Customer records and relationship workflows, including duplicates, access, consent, handovers and usable integration with other systems.
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Understand Customer Relationship Management and Customer Data
Customer relationship management and customer data systems organize information and tasks across sales, marketing and service. We examine identity matching, permissions, record correction, integrations and handovers. The focus is on information that people can trust and maintain, rather than treating the existence of a unified dashboard as evidence of clean data.
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Customer-data quality needs a correction routine, not just a warning
Clean customer data depends on what happens after a duplicate is detected.