WRKFLOW TEMPLATE Deduplication Eliminate redundant and duplicate copies of your data, ensuring the most accurate records possible. Bulk deduplicate contacts, accounts, and leads in your CRM to improve storage space, eliminate useless and outdated information, and clean up messy lists. Import Merge your contacts, notes, and additional data from any list or database Compare Compare data taken from management tools like Salesforce to identify redundant data Delete Clear out all unnecessary repetitive, redundant, and bad data Filter Identify all missing fields in your lists and records Incomplete record exists Retrieve Retrieve missing phone numbers, addresses, job titles, from available databases Update Edit contact fields including name, job title, address, phone number and more Record does not exist Search Create new contacts, sales, quotes, comments, or records in Salesforce Add Add all relevant notes, employee and company information, quotes, and updated status to new contact Review Make sure all records, contact information, and notes are in the same place with no missing data How this Wrkflow will help you De-bloat your database Deploy this Wrkflow to ensure your CRM, storage, and lists are up to date with accurate and top-notch information, eliminating duplicate copies which artificially inflate your database. Never doubt the quality of your data Leverage only the best industry-leading data with bulk imports and updates to your current database. Delete and/or edit redundancies automatically, and get report-ready data that you (and your team) can trust to be accurate and complete. Streamline mergers and migrations of data Having all your data under one roof is great, but moving data over from different teams and tools can leave you with a mess. Successfully move all your data to a central database to provide consistent and high-quality records for your teams to use for outreach, employee maintenance, and closing deals.