Sales agents can leverage the feature that performs a check, comparing the configured fields with the list of existing accounts within the system. As an administrator, they can configure the duplicate check for accounts. Once configured, any new account that is created is checked against the configured fields and the result displays a list of the existing accounts with a confidence score, which enables sales agents to take a decision whether or not to proceed with the account creation.

Benefits

• Prevent from creating more duplicate records, improving data accuracy
• Ensure a cleaner database for operations and sales forecasts

Business Value

• 60% reduction in time in detecting potential duplicate records by sales FTEs