awards 2015
Contents
1. and ensure the right field elements from each dupe are transferred to the final master record Work starts by running Perfect amp Merge from within MS CRM itself via a convenient button at the top of the home page Each matching run is logged as a separate session with the varous groups of matches found held separately within each session Users start with a table showing all current sessions listing group numbers total records number of dupes found and so forth Using a simple five step wizard those with administrator privileges can access extensive set up options for each session from the records and fields selected to the fine detail of the matching Standard users can only choose to start a new session or revisit an existing one with saved templates available to base new sessions on Deduplication work often starts by importing an external list but there s no need for that Perfect amp Merge is a hosted application that can work with either on demand or on premise versions of 5 Where a fully in house solution is the only option the vendor can supply an installed version to run locally Annual licence pricing is based on the number of records available for processing The menu starts at 750 for up to 50 000 records and rises to 1250 for up to 100 000 records with prices quoted individually above that www dqglobal com WWW DBM TODAY here This application works directly on the live data2. DEM DATABASE MARKETING l WWW DBM TODAY PUTTING INSIGHT AT THE HEART OF MARKETING DBM AWARDS 2015 COULD YOU BEA WINNER D THE FIFTH ANNUAL DATABASE f EUM MARKETING AWARDS HAVE IN ON TRUE LAUNCHED FIND OUT HOW MULTICHANNEL ENTER INSIDE PROSPECTING THINKING SMALL WHY BIG DATA MIGHT NOT BE THE ANSWER PLU WE PUT DQ GLOBAL S PERFECT amp MERGE THROUGH ITS PACES AND TAKE A LOOK AT THE LATEST DEVELOPMENTS IN BUREAUX SERVICES DQ Global Deduplication tool James Lawson Contributing Editor Database Marketing Software Review PERFECT amp MERGE MAKES COMPLEX TASKS o PRAIGHTFORWARD With its new deduplication tool Perfect amp Merge DQ Global has created a software solution that uses sophisticated matching techniques in MS CRM without the need to import an external list with functions that are streets ahead of the competition andling duplicates isn t something that packaged CRM systems tend to do very well and Microsoft Dynamics CRM is no exception Its own dedupe tool only offers exact matching options and a maximum of two duplicates can be compared at any one time Enter Globals dedicated Perfect and Merge package Built solely to work with MS CRM this deduplication tool uses sophisticated fuzzy matching techniques to identity duplicate candidates From there a comprehensive manual review process plus automated merge options help maximise match accuracy
3. cu rate h 9 h ly CO nfi o U rabl Address 1 Country Region Address 1 Street 1 Address1 Linel Address 1 Street 1 Adress County Adress t street 2 Line Address Set 2 matching performance built on decades of Address 1 Fax Address 1 Street Address Line3 Address 1 Street 3 Address 1 ZIP Postal Code Address1 PostalCode Address 1 ZIP Postal Code Cus mer d at a D rocess n exp e ri ence m AA Dhanac Capable of working in multiole languages its well thought out logical workflow and clear GUI make what can be a very fiddlesome complex task straightforward For any MS CRM user plagued by duplicates Perfect amp Merge is a very desirable upgrade indeed 8 Multiple duplicates and sub grouping is shown on a review screen MET Microsoft Dynamics CRM v ft DQPERFECT amp ME v DQ Perfect amp Merge oon MSN rA Perfect amp Merge Display Settings Auto merge deactivates the duplicate and transfers linked data to master contact WWW DBM TODAY
4. ess 1 County Address 1 Fax Address 1 Freight Terms Address 1 Latitude Each matching run is logged as a separate session WWW DBM TODAY Database Markeing Software Review DQ Global Deduplication tool James Lawson Contributing Editor two record to qualify as a dupes You can Microsoft Dynamics CRM v ft DQPERFECT amp ME v DQ Perfect amp Merge CD create Ey Ahn A also choose to omit fields from the matching Perfect amp Merge A Home Settings 7 Hep process altogether Libraries of synonyms ura antonyms common business abbreviations and so on support a wide range of data transformations temporary for matching Select Entity Select Groups Set Rule Builder Set Threshold Set Display Settings Settings Full automation comes courtesy the Auto Merge function giving the option to merge WA E Natia as a arhed GIAE a ANEDE ie demoni mir records in a session without review based custom rules configured in set up A typical ms example would be to discard any dupes where certain specified fields company i o name adaress postcode match exactly with the master record Auto Merge deactivates the duplicate and transfers any linked contact and other data to the master record With records updated and merge fields decided the user clicks Accept All that then remains is for the background Smart Merge function to tell MS CRM s own merge tool to du Microsoft Dyna
5. mics CRM v ft DQPERFECT amp ME DQ Perfect amp Merge Oc ILLNM make the changes in the database Throttling i and scheduling controls ensure users don t Current Queue Dedupe Run Accounts 201 skip Deferred notice any performance drop during this final Total group count 33 Reviewing group number 17 00 which contains 4 records 4 active 0 inactive D rfOCGSSI n 9 Perfect amp Merge sets out to do a particula Field Value Value Value Value DQ Display Account 2 Items m DQ Display Account 2 Items Display Account 2 Items DQ Display Account 2 Items O b an qd ab SO u te ly S U S N 15 oal 1 ts Account Name Bestway Dual Controls Bestway Jewel Controls Limited Bestway Joule Controls Corp Bestway Duel Controls Ltd multi user manual review approach combined DQ Display Address 7 Items DQ Display Address 7 Items DQ Display Address 7 Items DQ Display Address 7 Items Address 1 City Chichester Q Hastings Q Hastings Chichester W t n AU to M pt 5 WO rks ve We f J especially where complex business data is Address 1 Street 1 The Railway Station 1 3 Manor Rd 1 3 Manor Road Chichester Railway Station concerned However if the application will be Address 1 Street 3 cumin t ge la was nus B m used with higher volumes of consumer data X Set the percentage threshold for which
6. mited and straightforward a Defer button passes on group ownership while clicking a arrow beside each field transfers the data it holds to populate the same field in the current master record With record notes you can choose to either replace the existing master data altogether or to append preface it with the new information A Promote button replaces the current master with that record while unticking a box drops a candidate trom the group altogether View source lets the user inspect and edit the live data held in MS CRN including any attached items or notes that may help with the match decision Each reviewer can also add comments in the master record s notes about their match decision but some way of recording and sharing meta data on match groups between users within Perfect amp Merge itself would enhance collaborative working Not sure about the third dupe in this group that s your department what do you think The fine detail of matching and review options is where this package really shows its quality For example to better organise a large group you can split its candidate records into smaller sub groups The obvious reason would be to manage dupes at different companies within a large shared office building that all have the same address and postcode Once you have dealt with them you can also choose to suppress formerly rejected dupes so that they don t continue to appear as candidates It s a simple but smart wa
7. n directly from the MS CRM homescreen Microsoft Dynamics CRM DQPERFECT amp v DQ Perfect amp Merge e Create Enter Sec Perfect amp Merge Select Entity Select Groups Set Rule Builder Set Threshold Set Display ngs Settings This page allows you to start matching of records thus initiating the cleansing process of your records Entity Account v Account Session Contact View Type Lead Using a five step wizard those with admin privileges can access extensive options PAM ONLINE Microsoft Dynamics CRM v ft DQPERFECT amp ME v Perfect amp Merge reate Enter Search Item Ge Aaa B gt tep Select Entity Select Groups Set Rule Builder Set Threshold Set Display Settings Settings Drag the attributes from the left and drop them onto right to create groups for matching the data Also Select the priority amp choose to exclude the group from Master Key Entity Attributes Field Groups Configuration Attribute Field Groups Priority Match Key Exclude From Master Key Account Name WW DQ Account Name Normal DQFonetix Account Number Account Name Account Rating WS DQ Postcode Normal DQFonetix Added Address 1 ZIP Postal Code Address 1 Address Type WS DQ Phone Normal Matchkey Address 1 City Main Phone WS DQ Address Normal DQFonetix Address 1 City Address 1 County Address 1 Street 1 k Address 1 Street 2 Address 1 Country Region Addr
8. records should be considered for reviewing This value can be between 50 and 100 and determines how loose or tight the matching process will be Matching Language English Perfect amp Merge gives the options to set match thresholds and options oo S mE SUE sig in particular more automated batch control of both deduping and record merging is desirable The vendors say more automation is coming along with web service access to standard reference files for suppression and PAF verification Being able to pull in standalone lists to work on or to dupe against the records already in the database would be another logical upgrade as would the ability to dupe records one by one during data entry MI diu But with all these and many other enhancements already offered in the vendor s 2222 22 me nre other applications such as the fully featured DQ Studio criticising Perfect amp Merge for omitting Attribute Sections Schema Name Custom Name Exclude Update Use for Auto Merge ver agarre mmm 3 them rather misses the point Its tightly defined hz ne openers set of functions are streets ahead of inferior Address 1 plug in utilities as well as MS CRM s own built Address 1 Address Type Address 1 Country Region Address1 Country Address 1 Country Region Address 1 City Address 1 County Address1_County Address 1 County n S offe ri n 6 ac
9. within MS internal database which is far more convenient and reduces the workload for admin staff With Perfect amp Merge constantly refreshing its in memory view from the database at each processing step you know you are processing the very latest data It also means that users can continue to work with the database as normal without Inconsistencies appearing With a session underway the user simply chooses a group of dupes to review That brings up the main review window which displays the fields of all the candidates side by side for comparison with the current Primary best or master record on the left end Where there are many candidates each record s display panel can be minimised to free up screen space Another fundamental part of DQ s approach is to link each group of duplicates to an owner By default that s the first person to inspect the group If they decide not to make a decision they can select another user to pass that group to or return it to the pool That means multiple people simultaneously be involved in reviewing the results of a dedupe session via their individual ownership of each match group Linking duplicate decisions to users is an excellent feature speeding up the whole review Software Review Database Markeing DQ Global Deduplication tool James Lawson Contributing Editor process and supporting the concept of data stewardship The review controls are commendably li
10. y to minimise reworking The matching itself is key based with short keys being generated for each field and then combined into a long key for each record Comparing these keys generates a confidence score used to decide whether two recoras are possible matches or not There are extensive options for customising this process within the Session set up wizard starting with choosing to dupe at account contact or lead level There are a host of algorithms available to generate the matching keys for each field users can vary the confidence threshold at which a record is classed as a dupe tightness or looseness and they can make multiole dupe runs with different settings on the same data It s possible to vary the priority weighting given to each field for matching should the email addresses match exactly for y Microsoft Dynamics CRM x YY https pamonline crm5 dynamics com main aspx 153981318 PAM ONLINE Microsoft Dynamics GL Ae Entity Group Count Records Fed Duplicates Found Created On Created By Status Action Account Dedup account 3 33 26 4 20 2015 Martin Doyle Review in Progress Review Clone Contact Dedup contact 2 6 4 4 20 2015 Martin Doyle Review in Progress Review Clone DBM Demo Results account 33 106 35 4 29 2015 Martin Doyle Review in Progress Review Clone Lead Dedup lead 3 9 4 4 20 2015 Martin Doyle Review in Progress Review Clone Perfect amp Merge is ru
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