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DQM is the leading Contact and Account data quality
plug-in tool for Microsoft Dynamics CRM.
Online dedupe
DQM provides real-time and batch de-duplication services for
Dynamics-CRM. Using sophisticated fuzzy matching technology,
DQM prevents duplicates being created at the point of data entry.
DQM removes duplicates in Accounts, Contacts & Leads. |
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Address reference
DQM cleanses and standardises addresses via live lookup of
an external address reference file. The postal address reference
files are sourced from Postal Authorities of the host country
such as US, Australia, UK, Hong Kong and New Zealand. This
feature is available via a live web service lookup. It ensures
the most current address information is available for your
Microsoft CRM system. |
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Batch
DQM batch provides offline health check for potential duplicates
in your CRM system. DQM guards against duplicates created
from batch data loading. It can also be used to remove duplicates
between prospects list and Contacts, ensuring a high rate
of return on your marketing campaigns. |
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Data bulk import
DQM/CRM can be tailored to match the data profile of your source
system, and provide data cleansing for your initial data load.
This implementation service, solved the complexity of data import
from your legacy systems, and can be used to provide a one-off
data clean up, in the initial set up or version upgrade process.
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The combination of real time, batch de-duplication
and address reference makes DQM an invaluable tool for CRM implementation. |
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Product features and highlights Dedupe
• Batch & online dedupe services
• Identify duplicated Contact, Account and Leads
• Remove duplicates at point of entry for Contact and Accounts
• Dedupe when maintaining Account and Contact records
• Cross match and dedupe Leads & Contact or Accounts
• Display potential duplicates for administrator to merge
or delete
• Processing double byte Traditional and Simplified Chinese
Parsing
• Parse and reorganise name, surname, salutation before matching
to enhance match results
• International name parsing that handles HK, China, Taiwan
and most western name structures
• Address parsing and address correction using Postal Address
Reference file
Postal address reference
• Standardise Address via Address validation web services
• Search and match address by probability score
• Postal address file for US, HK, Australia, UK, New Zealand
• China address reference list for Beijing and Shanghai
• Default phone area code from postal details |
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Prebuilt templates
• Predefined
duplicate rules for consumer individual, house hold
• Prebuilt
matching templates for business environment such as contact within/cross
company
• Ready made dedupe templates for company, subsidiaries,
multi-national companies
Sophisticated rules
• User defined match criteria that uses the data column that
is relevant to the business
• Match criteria that can carry different weighting (exact,
partial, fuzzy)
• Ignore or disagreement criteria that rejects match records
based on conflicting column values
• Different confidence level in matching criteria to reflect
different importance of data items
• Sophisticated fuzzy logic that use probability matching
• Match score to rank to manage match confidence and cut off
point
• Double byte text matching that is based on fuzzy pronunciation
• Native Traditional and Simplified Chinese name and address
matching |
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