CRM and lead/visit duplicates
Duplicate leads, deals and contacts; visits were lost; a lead was linked to the wrong deal; data was reconciled manually.
Dirty phone numbers, different formats, spontaneous duplicates during parallel manager actions.
- Normalization of phones and key fields
- Finding a suitable existing lead before creating one
- Correct lead-to-deal linking
- Rule-based deduplication
- Protection against spontaneous duplicates
- Mobile visit forms
Managers stopped reconciling visits manually, the database was cleaned of duplicates.
- ✗Full CRM rework
- ✗Rewriting all business processes
- ✗Telephony setup
- ✗Fixing historical data for the whole period
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