Streamlining Contact Data: The Success of Bulk Merge for Duplicate Contact Management

• Overview:
• An international nonprofit organization faced a challenge with a database containing 3,569,188 contacts, of which 33,742 were duplicates.
• The Organization's Problem:
• The nonprofit needed an efficient way to remove duplicate contacts to enhance data integrity.
• Manual review of millions of contacts was impractical.
• The Organization's Decision:
• The nonprofit consulted Astreca's experts.
• They implemented the Bulk Merge app, which used advanced algorithms to detect and flag duplicates for removal.
• Data technicians reviewed flagged entries before deletion.

To know more@https://astreca.com/case-studies/bulk-merge-contact-integrity/

• Business Challenges:
• Duplicate contacts caused communication errors, inefficient practices, and a poor experience for employees and clients.
• Outreach efforts were negatively affected.
• Maintaining database integrity was crucial.
• Technical Challenges:
• Batch processing: Large organizations needed bulk processing tools, like the Bulk Merge app.
• Checkbox tracking: The system had to track data in various formats.
• Credential management: Proper credentials for each contact had to be maintained.
• Data volume and scalability: The process had to handle data sets of all sizes.
• Error handling and logging: Experts manually checked the app's work and logged issues.
• Solutions:
• Astreca's data technicians tailored a plan for the nonprofit, saving man-hours during a switch to Salesforce.
• The solution was cost-effective and accommodated unique testing environments.
• Adjustments were made to account for missing data elements.
• Results:
• 33,742 duplicate contact entries were detected and deleted, improving data quality and contact management efficiency.
• The contact database became user-friendly and ensured information reached the right people.
• Astreca's experts communicated effectively, delivering results within the promised time frame and cost.
• Conclusion:
• Using the Bulk Merge app with expert support was the right decision, eliminating the need for manual management and providing an ideal contact database for the nonprofit organization.

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For over 6 years, Astreca has been developing solutions and services to support businesses relying on Salesforce and HubSpot for sales and marketing automation. When used properly, Salesforce and HubSpot can transform businesses for the better, but getting to that point can be tricky.

Astreca works with organizations of all sizes and devises implementation and support plans that remove the trickiness from business and management software systems. Plus, we work hard to make these solutions as affordable and accessible as possible for each and every customer.

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