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Account vs. Installed Product duplicates

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Fry Chef
Fry Chef

Account vs. Installed Product duplicates

We are a data quality vendor with a solution for both Salesforce and ServiceMax. We are doing some research on the different needs of sales and field service organizations.

Most of our Salesforce customers need help finding and merging duplicate Account, Contact and Lead records. For ServiceMax customers, we are also seeing problems with duplicate Installed Product records.

Are duplicate Account and Contact records less of a problem for field service organizations because on site reps have a deeper understanding of these accounts and therefore a greater ability to dedupe these records?

And are Installed Product duplicates only a problem for larger field service organizations?

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Employee
Employee

Re: Account vs. Installed Product duplicates

Hi Tom,

I have seen Installed Products, Accounts, and contact duplicates being a problem for both large and small service organizations. Integration, Data Quality, Edit privileges, sharing rules, and other variables can play a big part in increasing/decreasing duplication. What I have found work best is putting in place Governance, finding a standardized naming convention and putting in place validation rule to not allow duplicates. Also, third party tools can be an option.

-Godo

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