duplicate-contacts

Take your first step towards being GDPR compliant – get rid of duplicate contacts

In the wake of GDPR, businesses are taking measures to keep their CRM data accurate and up-to-date. But, many businesses, without realising, fail in their efforts to be compliant because of one common problem – duplicate records.

How do duplicate contact records jeopardise your efforts to comply with GDPR?

Let’s say you’ve saved contact details of one of your customers, Matthew McLeon two times. One record has Matthew McLeon as the name, email ID, and date of birth. And the other record has Matt McLeon as the name, email ID, date of birth, and phone number.

Matthew wants to know what personal information you are holding. You look into the CRM, find the first contact with Matthew McLeon as the name, and tell him that you have his email ID, date of birth and home address. You’re unaware that there is another record that holds his phone number. After a few months, you call Matthew to tell him about a offer. But, Matthew is annoyed as he was not informed that you had his number – clearly breaking GDPR.

This is just one example of how duplicates can wreck your GDPR compliance efforts.

How to deal with duplicates?

If you’re using Vtiger, then auditing CRM data for duplicates is an easy task. Vtiger’s duplicate management tool lets you prevent, detect, merge, and delete duplicate records.

With Vtiger you can:

Automatically find hidden duplicates: In the previous example, if you had opened Matthew’s record in Vtiger CRM, you would have been instantly alerted of a duplicate record. And once you’re made aware, Vtiger lets you to merge or delete the duplicate record to ensure that you have a single customer view.

2018-07-06

Prevent duplicate record creation: Vtiger gives you a “set-it-and-forget-it” way to prevent duplicate records. You can tell Vtiger what field/s – last name, email ID, phone number – in the contact record are considered unique, and Vtiger automatically warns you when you try to save another record with the same value.

Handle duplicates during import: To maintain CRM data integrity, Vtiger automatically checks for duplicates before importing data from other sources. If duplicates are detected, you are instantly alerted to take appropriate action.

Import

Get rid of existing duplicates: At any time, you can check for existing duplicate contacts in two clicks. When commissioned, Vtiger quickly traces out records that share identical field values and displays the result. You can either delete duplicate records or merge them together.

Use these four deduplication methods to ensure that your CRM data never gets in your way of GDPR compliance.

We understand that being GDPR compliant is your top priority! To help you in your effort, we’ve built the Privacy Guard – a tool that lets you comply effortlessly with GDPR by automating the process of obtaining, storing, and utilising your customers’ consents and encrypting their sensitive data at rest. It also allows you to define data handling policies and gives you the ability to audit user access with ease.

Have any questions about handling duplicate records or keeping your CRM data GDPR ready? Leave us a comment in the box below, or send us an email at support@vtiger.com.

CRM Trends-06

Key CRM Trends to Improve Business Performance

Customer Relationship Management (CRM) software has evolved drastically - from a file that holds customer information like the Rolodex to a tool that stores customer ...
Contact Management 5 (1)

Track Your Customer Journey and Win More Deals with Vtiger Contact Management

Customers are essential for a business to grow. And the more customers you have, storing and sharing data becomes complicated. Many organizations use multiple tools ...
Contact Management Generic Blog Banner-07

Manage Your Contact Data to Close Sales Deals Faster

Today, businesses are not just aiming for profits but also focusing on creating lasting relationships with customers. Closing a deal is just one aspect of ...
Sales Enablement Blog- Vtiger Specific-01

Boost Conversion Rates with Vtiger Sales Enablement Tools

Due to covid-induced lockdown, many businesses have switched to remote work culture. But has the new work environment changed business dynamics? Yes, employees working from ...
Sales Enablement Blog Banner-02

6 Key Elements to Build Your Sales Enablement Strategy

Every move you make in your business is predominantly based on the revenue you want to earn. And revenues are dependent on achieving forecasted sales ...
One View Blog-02

6 Benefits of Using Vtiger One View

According to Gartner, 14% of organizations have gotten accustomed to a 360-degree feature in a CRM1. There are many reasons why more enterprises are getting ...
Razorpay Integration image 4

Secure your payments with Vtiger – Razorpay Integration

Adopting a digital payment strategy is one of the most valuable solutions for businesses and consumers to improve business performance. From automated invoicing and payment collections ...
Hero Image

5 Reasons to Automate your Business Process with Vtiger Process Designer

“If I had one hour to save the world, I would spend fifty-five minutes defining the problem and only five minutes finding the solution." - Albert ...
Vtiger URL Shortener

Vtiger URL shortener for secure, reliable short links to optimize your campaigns

Every web page will have a URL with various parameters added; however, this can get lengthy. Besides filtering, organizing, and presenting the content to users, ...
Banner Image-02

Save effort & time by using Vtiger – Zoho Sign integration

Every organization's day-to-day operations include a significant amount of paperwork. Several clauses, contracts, and paperwork must be signed. Electronic signatures are the most sophisticated method ...
loading
Copyright 2022 Vtiger | Privacy | Policy & Legal Center