Perfect & Merge for

Identify

Perfect Merge

What’s the BIG problem?

• Protecting your CRM data

• Working with any CRM deployment

• Identifying non identical duplicates in MS CRM

• Processing any CRM entity

• Identifying the best record then providing automated merging

• Keeping track of what has changed

Why has it not been solved?

Data Quality not core

to MS CRM

Looks easy but

it’s actually difficult

Requires fuzzy

matching capabilitie

s

Existing reliance on MS CRM

merge screens

MS CRM Dynamics only deals

with Account & Contact entities

How will things be different when the problem is solved?

Better data

Better adoptio

n

Better decision

s

Better busines

s

What’s different with our approach?

We identify duplicates using our advanced matching technologiesDuplicates are reviewed in a browser based UINo customer data stored so “Real Time” updating of recordsWe suppress records formerly rejected as duplicates

Any entity may be de-duped and merged

Be a verb not a noun…! Create the Single Customer View (SCV)

Identify duplicates

Perfect the Master by

taking data from

duplicates

Merge and re-assign so all

data associated

with a duplicate is

correctly linked to the

surviving master

Perfect & Merge Features and

Process

Identify Perfect Merge

PAM Tool - Deployment Options:

On Premis

e

Private

Cloud

Multi-Tenan

t

Product Features

• Driven from DQ Match result list

• Any entity may be processed

• Multiple duplicates may reviewed simultaneously

• Multiple reviewers may participate simultaneously

• Drag and drop interface for perfecting the master

• Merging and re-assigning via MS Dynamics CRM API

Product Features… Continued

Launched from within Dynamics CRM

Easy to use browser interface

Management of data to field level

Ability to suppress previously rejected false positive duplicates

Ability to create a sub groups of duplicates for processing

Ability to jump to the source record for secondary research where the displayed entity data may not convey a

complete picture

Audit trail of data changes from duplicate records associated to the surviving record

Coming soon…

Rules for auto suggestion of the Master (or best) record

Rules for automated field level merging

Field level validation for: email, phone, casing etc.

Address lookup through web services and Google and Bing maps integration

Process flow

CRMDatabas

e

PrimaryID

SecondaryID

Score

Status

GroupNo

19 72 88 / 1

26 79 84 ? 2

41 94 82 ? 3

32 85 89 / 4

86 33 83 ? 5

56 5 82 ? 6

58 7 86 ? 7

9 60 81 X 8

Perfect & Merge Capabilities

• Promote to Master

• Promote any field

• Drag and drop

• Identify where different

• Suppress as a duplicate

• Defer review

• Re-assign reviewer ownership

• View CRM source record

• Accept duplicate set

• Auto detect master from dupe group

• Auto perfect master from duplicates

What you should do next…

• Build a better business based on trusted data…

• Contact DQ Global• www.DQGlobal.com

• Talk to a consultant• sales@DQGlobal.com• +44 2392 988303 (Europe)• +1 314-253-7873 (North America)