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Here are a couple ways to police it via CRM software:1. Your CRM should prevent the ability to add a customer that matches another customer that already exists without manager override.2. But that only works if the salespeople enter the customers information in correct. It is easy to fake someones name to beat the system and skate someone. So anytime a customer is modified, the CRM could run the customers through the same duplicate matching logic and send a "skate" alert potentially to the managers and other salespeople who had matching customers.The skate alerts are great because no matter what you do you can't fake out the system. When it comes to write up the deal you have to put in the customers correct information and it will match the other now duplicate customers. I don't know what all CRMs support this, but it is a great feature.Anyone have any other ideas on how to prevent duplicate customers?
Here are a couple ways to police it via CRM software:
1. Your CRM should prevent the ability to add a customer that matches another customer that already exists without manager override.
2. But that only works if the salespeople enter the customers information in correct. It is easy to fake someones name to beat the system and skate someone. So anytime a customer is modified, the CRM could run the customers through the same duplicate matching logic and send a "skate" alert potentially to the managers and other salespeople who had matching customers.
The skate alerts are great because no matter what you do you can't fake out the system. When it comes to write up the deal you have to put in the customers correct information and it will match the other now duplicate customers. I don't know what all CRMs support this, but it is a great feature.
Anyone have any other ideas on how to prevent duplicate customers?
