Automatic detection and merging of user duplicates
It is a well-known problem in many CRM systems: users can be created multiple times, whether through manual entries or automatic registration during the ordering process. This quickly leads to redundant data and confusing customer profiles, which can have a negative impact on the efficiency of customer management. But this is now a thing of the past!
With the latest function in TYRIOS CRM, we have introduced a tool that elegantly solves precisely this challenge. The new function automatically recognises duplicates in the user administration and offers the option of merging them. Not only is the user profile itself merged, but also all associated information and links. From orders and addresses to invoices and till receipts - all references are transferred and consolidated. This ensures a complete and standardised view of each customer.
Why is the merging of user duplicates important?
- Improved data quality: Automatic recognition and merging avoids duplicate or multiple user accounts, resulting in higher data quality and more accurate reports.
- Optimised user experience: Customers who register multiple times benefit from a centralised user account. This is particularly relevant in the context of the new OTP workflow, where customers can easily log in with a one-time password.
- Increased efficiency: Employees in sales and customer service can concentrate on the essentials without having to constantly maintain data. All of a customer's information is collected in one place, which speeds up the processing of enquiries.
- Consistency across all channels: As references such as orders and invoices are also merged, the history remains complete and consistent, making it easier to analyse customer data.
Simple and intuitive front end
The merging process has been designed to be intuitive for all users, regardless of technical knowledge. As soon as a potential duplicate is recognised, the user can decide in the CRM which data should be merged. The user-friendly interface guides users through the process and ensures that no relevant information is lost.
The perfect addition to the OTP workflow
The introduction of the new OTP workflow makes the customer account more flexible and easier to access. Especially in the context of this new authentication method, it is crucial that customer data is consistent and correct to ensure a smooth experience. Merging user accounts ensures that each customer has a single point of access to their profile, regardless of how many times they have registered in the past.
Conclusion
The new user duplicate merging feature in TYRIOS CRM is another step towards increasing the efficiency and usability of our platform. It eliminates a common problem in customer management and at the same time ensures a consistent database. This is a great advantage for anyone who wants to optimally organise and use their customer relationships and data.
Want to learn more about this feature? Contact us or log in to TYRIOS and try it out for yourself!
Deployment: 07.11.1024