Scan Identical Leads for Sugar®

Scan Identical Leads for Sugar®

Helps you identify identical leads with pre-defined parameters


Data duplication in your customer relationship management – CRM system is not only irritates users but it can also waste lots of time and hard efforts, loss of business and money. Multiple calls to the same customer can make your companies image as incompetent. This issue also led to send multiple discounts or different information to the same customer. Using third party plugin or extensions to your CRM application, it can be solved by tracking the duplicate data at the time of data entry in the system. Offshore Evolution Pvt. Ltd. can help you to resolve the issue with our “Scan Identical Leads” plugin. The plugin provides flexible configurable facility as per your requirement. These identify the identical data in existing leads in your customer relationship management system and list them in sub panel with highlighted color in yellow.

Features and Benefits

User easiness in identifying duplicate lead

It will show the identical leads as per pattern matching criteria you configured on the lead page with color indicators. Also it will show the duplicate lead indicator at top of the page in case system found any duplicate lead for lead data you entered.

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Reduce repetitive efforts by identifying duplicate and identical leads

Plugin will identify the identical leads based on pattern matching criteria and show on screen. User can leverage the search information and prepare the strategy to work effectively on those leads.

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Effective lead handling

It will help to increase the effectiveness and productivity of your team's efforts. Team members can focus on unique leads and eliminate the identically generated or sent sales inquiries for your products.

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Dynamic field selection

User can select and design result area by selection of data fields they want as per their convenient.

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User easiness in identifying duplicate lead

It will show the identical leads as per pattern matching criteria you configured on the lead page with color indicators. Also it will show the duplicate lead indicator at top of the page in case system found any duplicate lead for lead data you entered.

Reduce repetitive efforts by identifying duplicate and identical leads

Plugin will identify the identical leads based on pattern matching criteria and show on screen. User can leverage the search information and prepare the strategy to work effectively on those leads.

Effective lead handling

It will help to increase the effectiveness and productivity of your team's efforts. Team members can focus on unique leads and eliminate the identically generated or sent sales inquiries for your products.

Dynamic field selection

User can select and design result area by selection of data fields they want as per their convenient.

Easy pattern matching criteria configuration

It allows flexible pattern matching criteria configuration like 1. Start with, 2. Equal to and 3. Contain to make as much flexible as your requirements on specific data fields you wish to use as lead data search.

Support

Phone Support: +91-9426999869
Support Email: dipesh@offshoreevolution.com
Support Knowledge Base:

Terms & Conditions

Terms of Service: http://www.offshoreevolution.com/privacy-policy.html
Privacy Policy: http://www.offshoreevolution.com/privacy-policy.html

Resources

Please where we're going to have PDF and what not

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