How Insycle Solves Your Duplicate Customer Data

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Insycle is a complete solution for CRM duplicate detection and merging with advanced controls to ensure that you can identify and merge more duplicates.

Duplicate Tracking
Insycle’s Customer Data Health Assessment includes the Duplicate Data category, which tracks duplicates across your entire CRM database, identifying duplicates using various matching templates.

customer data health assessment

This gives companies a simple but effective way to monitor usa phone code duplicate data levels in their system and easily merge them.

Identifying and Merging Duplicates in Your CRM
Insycle’s Merge Duplicates module is an incredibly powerful tool for identifying and merging duplicates in your system in advanced ways.

You can match duplicate records in your system using any field as a matching field. Then, you can use Similar Match to catch more duplicates. In addition to this, you can instruct Insycle to ignore things like symbols, common terms (like LLC), white space, or other aspects of any field that you choose. That way, Insycle can identify the maximum number of duplicates no matter how clean and unstandardized the underlying data is.

dedupe template in insycle

You can even match your chosen fields to similar fields, such as comparing the listed phone number to the mobile phone number. This allows you to catch duplicates that otherwise would have flown under the radar.

Advanced deduplciation

And you can select specific conditions for each field. For example, you could specify that a field must contain a value in all records in a duplicate group for the group to be merged. Or, you can allow for some matching fields to be empty. This is great for catching more duplicates using those fields, while still giving Insycle more flexibility in how it identifies those duplicates.

field conditions for matching and merging

Flexible, Powerful Master Record and Data Retention Options
With Insycle, you also have complete control over the resulting master record. You can set rules for determining what the master record will be, which will be executed in order. For example, in the screenshot below, the record with the highest number of marketing emails clicked will be chosen as the master record.