Get rid of duplicates. For ever ever.
Quite common problem in literally every CRM, including ours:
They are a given, like gaining weight from too much sugar.
The most efficient way to deal with duplicates is dedupe.ly
I can’t state it enough: if you want to squash duplicates, go with dedupely.
[no GIF necessary, just follow the link, sign up, connect your CRM, run the dup search]
Now, the hack, especially if your database is of a smaller size, as in under 10K contacts:
run it a couple of times per year. Sign up for a month, run the dedup, cancel subscription. Repeat in 4 months.
A hack for small business / enterprise:
sign up, then create a bunch of rules that will automate dup merging:
There’s a great explainer on how rules work, exactly, in the knowledge base.
So, if you’re dealing with massive databases and need duplicates to be dealt with automatically and regularly: merge rules.
If you have a manageable size of a database, stick to one-off runs. Takes just a couple of minutes and is definitely faster and more powerful than the in-the-box duplicate features of pipedrive, hubspot and close CRM.