Product Update (4/27/17): Deduplication

April 27,2017

Duplicate data is painful. Anyone who's crossed paths with another teammate unknowingly working the same account, enforced rules of engagement or spent hours on an analysis deemed invalid due to data quality knows this. Outside of the pain, there’s of course time and resource costs associated with each of these activities.

We recently revamped our duplicate management solution to ensure you can avoid these pitfalls while getting the most out of Base’s productivity enhancing and analytics capabilities.

The deduplication update includes three components to help combat duplicates:
- Suggested leads/contacts
- Flexible duplicate management during imports
- Customizable duplicate identification

Starting today, all three features are available in all Base packages.

Suggested Leads/Contacts

Good data starts with end users. At the same time, there’s also a delicate balance between too many administrative tasks and focus on selling activities. With Base’s new suggested leads and contacts, it’s now incredibly easy for end users to identify existing records before creating a new one. Instead of conducting manual searches, a rep simply has to start entering in new lead or contact information for Base to suggest similar records. Once prompted with similar records and potential duplicates, reps can quickly edit existing records or create a new one if it truly is unique.

deduplication

Flexible Import Duplicate Management

Of course reps need to have a reliable data foundation to build off of. With the new flexible duplicate management rules, we’re giving you full power over your foundational dataset. Instead of Base doing the guesswork for you during a mass contact, lead or account import, you can now tell Base how you want to handle duplicate records. This includes:
- Determining which records you want to update, add or ignore
- How to handle conflicting data (no more auto-creation of fields!)

dedup data import

Attend one of our weekly Jump Start webinars (Session 2) or take a look at our comprehensive support articles to learn more about importing data into Base.

Customizable Duplicate Detection Rules

If duplicates still find their way past these safeguards, you may need to account for unique business processes or data sources.

As a default, Base uses a generic set of rules to identify duplicate records during mass imports for all customers. These rules consider records to be duplicates if they have the same name and either the same phone number or email address.

Should these rules not fit your sales process, you can create custom duplicate detection rules. Base’s new custom duplicate management allows you to configure your own duplicate “definition” using a combination of name, email, phone, address and even LinkedIn, Twitter or Skype address.

These system-wide preferences must be set by an administrator and, once enabled, the rules will apply to all mass imports. Should you choose not to create custom rules, Base will use the generic default outlined above.

Learn how to create custom duplication detection rules here.

Have additional questions? Importing data into Base is also covered in our free weekly webinar series (Jump Start Session 2)!