Built-In Merge Function | AutoMerge | |
| Whole string match | ||
| Partial string match | ||
| Ability to merge multiple sets of match criteria | Limited | Unlimited |
| Match criteria using fields on merge-able records | ||
| Merge winner determination from fields on to-be-merged records | ||
| Match duplicates with alternate spelling | ||
| Match duplicates with company name variants | ||
| Includes a match precision percentage/metric | ||
| Duplicate detection partitioning | ||
| Manually merge up to 250 contacts at a time | ||
| Automatic merging for all duplicate sets | ||
| Set one or more records to be ignored by duplicate analyzer and merger | ||
| View historical loser winners within the winner record | ||
| Includes dashboards of historical and upcoming merges | ||
| Configures merges to be performed outside of business hours |
Why AutoMerge?
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Why AutoMerge?
Enhance your data quality with AutoMerge to reach the right customer quickly – without hassle of a long list of duplicate data.
What's so bad about duplicates?
Duplicates in your CRM lead to inefficient (& overly-costly) human and automated business processes across sales, marketing, and customer service departments.
Bad data quality leads to poor business decisions. With duplicate customer records, how do you know how many customers you have to formulate a growth strategy?
Duplicates in your CRM lowers end-user confidence, which may lead them to manage their slice of data outside the CRM entirely.
A 360 degree view of your customer is nearly impossible if customers’ sales orders, cases, or other activities are spread across multiple copies of the customer record.
Customer confidence in your company’s brand suffers with duplicates. Ever heard of a Customer Service Rep saying, “Give me a second to find your account. Our system is really slow today?” Hint: They are trying to figure out which of the duplicate contact records to pick to add the customer’s issue to.
Let AutoMerge do the work.
AutoMerge can find those elusive duplicates created by harried end-users and poorly designed data integration/migration processes. AutoMerge’s leading fuzzy matching techniques have been expertly crafted to take on Dynamics CRM data for over the past 10 years.
Why pay more for duplicates?
Compared to the lost revenue caused by duplicates in your CRM, AutoMerge costs relatively little. To view our pricing and plans, click here.
Don't hassle with the built-in merge function.
Spending too many hours merging duplicates one-by-one with the built-in merge function? AutoMerge can help you cut the time spent on merging duplicates, so you can spend more time working on things that matter most.
Here are just a few of the key differences between AutoMerge and the built-in Microsoft Dynamics 365 CRM merge feature:
| Built-In Merge Function | AutoMerge | |
| Whole string match | ✔ | ✔ |
| Partial string match | ✔ | ✔ |
| Ability to merge multiple sets of match criteria | Limited | Unlimited |
| Match criteria using fields on merge-able records | ✔ | ✔ |
| Merge winner determination from fields on to-be-merged records | ✔ | ✔ |
| Match duplicates with alternate spelling | Χ | ✔ |
| Match duplicates with company name variants | Χ | ✔ |
| Includes a match precision percentage/metric | Χ | ✔ |
| Duplicate detection partitioning | Χ | ✔ |
| Manually merge up to 250 contacts at a time | Χ | ✔ |
| Automatic merging for all duplicate sets | Χ | ✔ |
| Set one or more records to be ignored by duplicate analyzer and merger | Χ | ✔ |
| View historical loser records within the winner record | Χ | ✔ |
| Includes dashboards of historical and upcoming merges | Χ | ✔ |
| Configures merges to be performed outside of business hours | Χ | ✔ |
Keep your data safe and secure.
AutoMerge values your company’s privacy. We take the necessary steps to ensure that your company’s private data stays private. AutoMerge only collects data pertinent to the analysis of duplicates via a SSL/TLS or VPN connection directly to/from our Azure Cloud servers.
To read more about our security and privacy policies, click here.
But don't just take our word for it...
Read our customer reviews to get the real inside story from people like you.
Experience AutoMerge for yourself.
Sign up for a free trial or receive a free Data Quality Report.
