Automate Your Salesforce Deduplication
Smart Merge Records in Bulk with Flexible Rules
Don’t worry about overwriting important Salesforce data or creating duplicates. With Insycle, you can set rules for determining the correct master record and pinpoint the exact fields that will be replaced during the merge.
With Insycle, you can identify and merge duplicates in bulk without worry.
- Set simple rules for determining the correct master record
- Filter lists of duplicate records to select specific duplicate records
- Identify Salesforce duplicates using non-exact (similar) matching
- Merge duplicates in bulk and preview changes before they go live
Merge Duplicates In Bulk or One At a Time
Insycle allows you to set rules and smart merge duplicate Salesforce records in bulk. But, you can also identify and merge records one at a time as well. You have complete control over the processes that you employ for identifying and merging duplicate Slaesforce contacts, companies, and deals.
- Create custom rules for identifying & merging duplicates in Salesforce.
- Bulk merge duplicates using rules to avoid overwriting data
- Merge duplicates one-at-a-time or in bulk.
- Preview all chagnes before they go live to avoid errors.
Automate Salesforce Dedupe Processes for Any Record Type
Insycle not only makes it dead-simple to identify and merge duplicates in Salesforce, it allows you to run automated deduplication processes at regular intervals. You can setup your Salesforce deduplication engine to run daily, weekly, or monthly.
- Schedule automated deduplication processes on a regular schedule.
- Keep your Salesforce data free of duplicate contacts, companies, and opportunties.
- Preview data changes from automated processes before they go live.
- Allow your team to focus on the bigger data management picture.
Preview Saleforce CRM Data Changes Before They Go Live
In Insycle, you always have the ability to double-check your Salesforce data changes before they go live in your database. Before each process pushes the altered data to your database, you can inspect changes on a case-by-case basis to avoid unwanted data overwriting and alterations.
- Preview Salesforce duplicate changes before they go live.
- Make sure you aren’t overwriting important, critical data.
- Easily collaborate with your team, Insycle allows unlimited users.
Maintain a Single Customer View in Salesforce
Give your sales reps a full-picture view of your brand’s engagement with each customer. Insycle makes Salesforce deduplication simple and improves the customer experience throughout the pipeline.
Learn How to merge duplicate people, companies, in bulk and automatically.
- Understand how each contact and lead have engaged with your company.
- Inject more personalization into your Salesforce sales automation.
- Help sales reps speak to prospects and close more deals.
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Digital Marketing Manager at DRIVIN
“We can now keep all of our data neat and tidy in both our HubSpot and Salesforce instance from one platform. As the sole administrator, this has saved me hours and hours of time. We've also been able to improve our reporting metrics, as I now trust the data more than ever before.”
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