Dedup-Manager

Dedup-Manager is a tool offered by ZaapIT that specializes in cleaning up and managing duplicate records within Salesforce CRM. According to the vendor, this solution is designed to improve data quality, reduce manual effort, and enhance overall productivity for businesses of all sizes. Sales teams, service teams, CRM administrators, data analysts, and marketing teams across various industries can potentially benefit from the features and capabilities of Dedup-Manager.

Key Features

Text Format And Standardization: According to the vendor, Dedup-Manager allows users to format and standardize any text field in Salesforce. It provides options to apply lowercase, uppercase, proper-case, or apply country and state abbreviation or full name to text. It also offers the ability to apply phone format to phone numbers.

Find Matching Records - Csv vs Salesforce: Dedup-Manager enables users to find matching records between a CSV file and Salesforce data. According to the vendor, it supports various matching criteria such as N-Words, N-Chars, acronyms, synonyms, abbreviations, suffixes, prefixes, and more. Users can export the matching records as a CSV report.

Find Matching Records - SF vs SF: Dedup-Manager allows users to find matching records within Salesforce data. According to the vendor, it utilizes advanced fuzzy-matching and text-cleanup algorithms to support various matching criteria like N-Words, N-Chars, acronyms, synonyms, abbreviations, suffixes, prefixes, and more. Users can export the matching records as a CSV report.

Smart-Tables: Dedup-Manager provides related lists and custom lightning web components (LWC) with mass actions, inline editing, multi-sorting, filtering, and grouping. According to the vendor, it includes popular LWC components such as files related list with multi-file download and fast uploads, account hierarchy components, and more.

Smart-Mass-Update: Users can perform unlimited mass actions on Salesforce data with Dedup-Manager, potentially enhancing productivity through actionable reports. According to the vendor, it offers options for smart opportunity pipeline reports for managers and directors, as well as supports cross-object reports with embedded mass actions.

Smart-Activity-Manager: Dedup-Manager aims to improve productivity by facilitating efficient activity management. Users can potentially track and manage activities effectively, with options for mass actions, inline editing, multi-sorting, filtering, and grouping, according to the vendor.

DEDUP Manager: As the core functionality, Dedup-Manager cleans up and manages duplicate records in Salesforce CRM. According to the vendor, it aims to improve data quality and reduce manual effort by enabling users to easily find and merge duplicate records. It utilizes advanced deduplication algorithms and provides various options for efficient deduplication.