Every day, all of us at DataGroomr come up with new ideas, functionalities, and improvements to increase the efficiency of our product and make it easier than ever to find duplicates. When I co-founded DataGroomr a bit over a year ago I knew that our success depends on how quick we can react to what our customers need and we are constantly striving to improve our offering. We have many exciting features in the pipeline, but the most important thing for us is feedback from users and potential users.
If you have an idea or a feature request we welcome you to share it with us either via email or phone or on the Ideas portal. We review all ideas that are submitted and development priorities are very much driven by our community. You can see which ideas are Planned, Implemented or In Progress. If you see an interesting idea someone else has already submitted, you can also comment on that or vote for it and tell us why this would be useful for everybody.
August update comes with a bunch of improvements and new features so let’s see what’s new.
Mass Convert Leads to Contacts or Accounts
In addition to the manual convert you can now convert Leads to matching Contacts and Leads to matching Accounts in bulk. This option is available when using the compare dataset option. Mass Convert button will open a dialog where you can select the desired confidence of the match.
Good to know: What happens when a Lead is converted into an existing Contact?
- Empty Contact fields will be populated from the matching Lead field.
- Any campaign members will be moved to the contact
- All open and closed activities from the lead are attached to the contact
Good to know: What happens when a Lead is converted into an existing Account?
- The Lead will be Converted into a new Contact TIP: this may create a duplicate Contact if one already exists. To avoid this issue, it is recommended to execute a Lead to Contact compare first,
- Empty Account fields will be populated from the matching Lead field.
- All open and closed activities from the lead are attached to the account
Export duplicates as a CSV file
Dataset options have been extended to allow you to export duplicates in CSV for offline backup or analysis.
Review dialog configuration
When you look at a side by side comparison of the matched records in the Review dialog, the system can be configured to hide empty fields and hide fields that have identical values. This is particularly useful if you selected many fields to be displayed.
Filter fields on dataset configuration
Also, for those who have many fields in Salesforce we’ve added an ability to filter fields by names on the dataset configuration dialog.
Mass enrich records and assign campaigns
For Importr module we’ve added an option to enrich existing Salesforce records from the CSV file being imported. In addition, you are now able to assign leads and contacts to campaigns not only for the new records being imported but also to the existing matched Salesforce records.
What’s Coming in the Next Release?
These are the highlights of the August update, a full list of updates, improvements and fixes is available here.
Here’s what you can expect next in DataGroomr:
- Custom master record selection rules
- Custom merge rules including surviving fields rules and more
- Picklist and Reference fields inline editing on review dialog
As usual, please do not hesitate to reach out to us or submit a request to Ideas Portal if you have any feature in mind that you’d like to see in DataGroomr.
As always, we would like to remind you that we offer a free 14-day trial of DataGroomr. Simply click the ‘free trial’ button in the top right-hand corner and log in using your Salesforce credentials. There is no setup required and you can get a handle on the duplicate management of your data right away.