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Posts tagged ‘Data Quality’

Importing Leads into Microsoft CRM (and other CRM systems)

This post demonstrates importing leads, an important first step in the sales process for many (most?) organisations. Leads can be gathered from many sources, which can lead to multiple problems such as poor quality data and duplicates.

Inaport can be used to:
  • Assign a quality score to each lead, allowing us to block low scoring leads, and rank the ones imported;
  • Use better matching techniques to prevent duplicates being imported.
While this post uses Microsoft Dynamics CRM 2011 as the target CRM system, the principles discussed can be used with Sage SalesLogix, SageCRM, ACT! by Sage, and GoldMine.

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So you think you have data quality challenges?

One of the issues faced by most CRM systems is handling (preferably avoiding) duplicates. Inaport provides a range of different matching techniques to assist in avoiding duplicates when importing data.

This interesting article in the New York Times provides some insight into the difficulties faced in China. By some estimates, just 100 surnames cover 85% of China’s 1.3 billion citizens. By contrast, 70,000 surnames cover 90% of American citizen’s.

Chinese citizens try to overcome some of the potential for confusion by creative use of the extensive Chinese character set of 55,000 characters. Unfortunately, this runs directly counter to the government’s efforts to computerize and standardise, with a set of “only” 32,252 characters. An even more restricted list of 8,000 approved characters is to be issued later this year. This is leading to situations where people cannot get identity cards issued, because the characters used in their name are not available in the government systems.

Inaport supports Unicode, so in principle can be used for matching against the full Chinese character set. However, I have to confess that (so far) we have not had to put this to the test, even though Inaport is currently being used by customers in Chine (and Japan). Should this happen, I’ll update the post with the results.



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