Unfortunately, we use several different databases at my organization but in
order to manage our customers, we import records from these databases into
CRM.

We have c360 for detecting duplicates once they're already in CRM. Is
anyone aware of a product that checks for duplicate upon import into CRM?

Re: Duplicate detection upon import by Jeff

Jeff
Sun Jul 01 03:30:05 CDT 2007

Brewhill,

What method are you using to import the records and which records are you
importing?

We have a tool that checks for duplicates on import.

--
Jeff Loucks [MVP]
Available Technology
888-474-2237
Come see our CRM presentations at TechEd and SMB Nation
on integrating other Microsoft Technologies
(Project, Mappoint, Sharepoint, Dynamics)

"Brewhill" <Brewhill@discussions.microsoft.com> wrote in message
news:C9576D76-0027-425A-9055-63CFC6E8D0A9@microsoft.com...
> Unfortunately, we use several different databases at my organization but
> in
> order to manage our customers, we import records from these databases into
> CRM.
>
> We have c360 for detecting duplicates once they're already in CRM. Is
> anyone aware of a product that checks for duplicate upon import into CRM?


Re: Duplicate detection upon import by Kuvenp

Kuvenp
Mon Jul 02 02:20:02 CDT 2007

Hi Jeff

Can I have some more information about this tool?

Thanks

Kuven

"Jeff L [MVP]" wrote:

> Brewhill,
>
> What method are you using to import the records and which records are you
> importing?
>
> We have a tool that checks for duplicates on import.
>
> --
> Jeff Loucks [MVP]
> Available Technology
> 888-474-2237
> Come see our CRM presentations at TechEd and SMB Nation
> on integrating other Microsoft Technologies
> (Project, Mappoint, Sharepoint, Dynamics)
>
> "Brewhill" <Brewhill@discussions.microsoft.com> wrote in message
> news:C9576D76-0027-425A-9055-63CFC6E8D0A9@microsoft.com...
> > Unfortunately, we use several different databases at my organization but
> > in
> > order to manage our customers, we import records from these databases into
> > CRM.
> >
> > We have c360 for detecting duplicates once they're already in CRM. Is
> > anyone aware of a product that checks for duplicate upon import into CRM?
>

Re: Duplicate detection upon import by Jeff

Jeff
Tue Jul 03 08:31:29 CDT 2007

Kuvenp,

We have developed a number of tools which can flexibly adapt to any
situation. These tools are not available to the public since the process we
use to determine the customer needs is proprietary. It is really not that
hard to eliminate duplicates prior to importing if you have good SQL skills.
They key is to determine what makes a duplicate a duplicate from a logical
perspective.

Typically with contacts, you can use a name address combination. With emails
and other records it can be a little more tricky. That is why you need to
identify what data is being imported. Furthermore duplicate checking can
take a long time. So the quantity of data to be imported has a big influence
on the method used. For instance if you had thousands of records no big deal
if you add 30-200% to the import time. If you have millions of records it is
a different story.


--
Jeff Loucks [MVP]
Available Technology
888-474-2237
Come see our CRM presentations at TechEd and SMB Nation
on integrating other Microsoft Technologies
(Project, Mappoint, Sharepoint, Dynamics)


"Kuvenp" <Kuvenp@discussions.microsoft.com> wrote in message
news:E7A45961-6FC9-40E4-9DCE-5363120930DD@microsoft.com...
> Hi Jeff
>
> Can I have some more information about this tool?
>
> Thanks
>
> Kuven
>
> "Jeff L [MVP]" wrote:
>
>> Brewhill,
>>
>> What method are you using to import the records and which records are you
>> importing?
>>
>> We have a tool that checks for duplicates on import.
>>
>> --
>> Jeff Loucks [MVP]
>> Available Technology
>> 888-474-2237
>> Come see our CRM presentations at TechEd and SMB Nation
>> on integrating other Microsoft Technologies
>> (Project, Mappoint, Sharepoint, Dynamics)
>>
>> "Brewhill" <Brewhill@discussions.microsoft.com> wrote in message
>> news:C9576D76-0027-425A-9055-63CFC6E8D0A9@microsoft.com...
>> > Unfortunately, we use several different databases at my organization
>> > but
>> > in
>> > order to manage our customers, we import records from these databases
>> > into
>> > CRM.
>> >
>> > We have c360 for detecting duplicates once they're already in CRM. Is
>> > anyone aware of a product that checks for duplicate upon import into
>> > CRM?
>>


Re: Duplicate detection upon import by John

John
Tue Jul 03 09:30:16 CDT 2007

Duplicate detection is tricky at the best of times but one option is to look
at scribe which can be used to do ongoing duplicate detection. Writing your
own solution is an option as we have done but again, in many cases you end
up writing a solution for a specific clients data. In our case we wrote a
successful duplicate checker that almost had a form of fuzzy logic built
in. This has proven successful and easily checks against 100,000 contacts.
Of course as the data level ramps up you need to make smart decisions about
the best way to match up against large amounts of data.

==============================
John O'Donnell
Microsoft CRM MVP
Web - http://www.crowecrm.com
Blog - http://www.crowecrm.com/crowe/microsoft/crmblog.cfm




"Kuvenp" <Kuvenp@discussions.microsoft.com> wrote in message
news:E7A45961-6FC9-40E4-9DCE-5363120930DD@microsoft.com...
> Hi Jeff
>
> Can I have some more information about this tool?
>
> Thanks
>
> Kuven
>
> "Jeff L [MVP]" wrote:
>
>> Brewhill,
>>
>> What method are you using to import the records and which records are you
>> importing?
>>
>> We have a tool that checks for duplicates on import.
>>
>> --
>> Jeff Loucks [MVP]
>> Available Technology
>> 888-474-2237
>> Come see our CRM presentations at TechEd and SMB Nation
>> on integrating other Microsoft Technologies
>> (Project, Mappoint, Sharepoint, Dynamics)
>>
>> "Brewhill" <Brewhill@discussions.microsoft.com> wrote in message
>> news:C9576D76-0027-425A-9055-63CFC6E8D0A9@microsoft.com...
>> > Unfortunately, we use several different databases at my organization
>> > but
>> > in
>> > order to manage our customers, we import records from these databases
>> > into
>> > CRM.
>> >
>> > We have c360 for detecting duplicates once they're already in CRM. Is
>> > anyone aware of a product that checks for duplicate upon import into
>> > CRM?
>>



Re: Duplicate detection upon import by Jeff

Jeff
Tue Jul 03 11:37:29 CDT 2007

Hey John,

It's been a while. We should catch-up some time.


--
Jeff Loucks [MVP]
Available Technology
888-474-2237
Come see our CRM presentations at TechEd and SMB Nation
on integrating other Microsoft Technologies
(Project, Mappoint, Sharepoint, Dynamics)

"John O'Donnell" <csharpconsulting@nospam-hotmail.com-nospam> wrote in
message news:OzEF76XvHHA.3772@TK2MSFTNGP05.phx.gbl...
> Duplicate detection is tricky at the best of times but one option is to
> look at scribe which can be used to do ongoing duplicate detection.
> Writing your own solution is an option as we have done but again, in many
> cases you end up writing a solution for a specific clients data. In our
> case we wrote a successful duplicate checker that almost had a form of
> fuzzy logic built in. This has proven successful and easily checks against
> 100,000 contacts. Of course as the data level ramps up you need to make
> smart decisions about the best way to match up against large amounts of
> data.
>
> ==============================
> John O'Donnell
> Microsoft CRM MVP
> Web - http://www.crowecrm.com
> Blog - http://www.crowecrm.com/crowe/microsoft/crmblog.cfm
>
>
>
>
> "Kuvenp" <Kuvenp@discussions.microsoft.com> wrote in message
> news:E7A45961-6FC9-40E4-9DCE-5363120930DD@microsoft.com...
>> Hi Jeff
>>
>> Can I have some more information about this tool?
>>
>> Thanks
>>
>> Kuven
>>
>> "Jeff L [MVP]" wrote:
>>
>>> Brewhill,
>>>
>>> What method are you using to import the records and which records are
>>> you
>>> importing?
>>>
>>> We have a tool that checks for duplicates on import.
>>>
>>> --
>>> Jeff Loucks [MVP]
>>> Available Technology
>>> 888-474-2237
>>> Come see our CRM presentations at TechEd and SMB Nation
>>> on integrating other Microsoft Technologies
>>> (Project, Mappoint, Sharepoint, Dynamics)
>>>
>>> "Brewhill" <Brewhill@discussions.microsoft.com> wrote in message
>>> news:C9576D76-0027-425A-9055-63CFC6E8D0A9@microsoft.com...
>>> > Unfortunately, we use several different databases at my organization
>>> > but
>>> > in
>>> > order to manage our customers, we import records from these databases
>>> > into
>>> > CRM.
>>> >
>>> > We have c360 for detecting duplicates once they're already in CRM. Is
>>> > anyone aware of a product that checks for duplicate upon import into
>>> > CRM?
>>>
>
>


Re: Duplicate detection upon import by Brewhill

Brewhill
Tue Jul 03 12:17:57 CDT 2007

On Jul 1, 4:30 am, "Jeff L [MVP]" <jeffatavailabletechdotnet> wrote:
> Brewhill,
>
> What method are you using to import the records and which records are you
> importing?
>
> We have a tool that checks for duplicates on import.
>
> --
> Jeff Loucks [MVP]
> Available Technology
> 888-474-2237
> Come see our CRM presentations at TechEd and SMB Nation
> on integrating other Microsoft Technologies
> (Project, Mappoint, Sharepoint, Dynamics)
>
> "Brewhill" <Brewh...@discussions.microsoft.com> wrote in message
>
> news:C9576D76-0027-425A-9055-63CFC6E8D0A9@microsoft.com...
>
>
>
> > Unfortunately, we use several different databases at my organization but
> > in
> > order to manage our customers, we import records from these databases into
> > CRM.
>
> > We have c360 for detecting duplicates once they're already in CRM. Is
> > anyone aware of a product that checks for duplicate upon import into CRM?- Hide quoted text -
>
> - Show quoted text -

We're using a custom built import process and the built-in import tool
in CRM.