Depending on what Ede-trick "or" data laundering "the characteristics of your system, this may require some simple searches before starting a new record. Do you allow abbreviations or acronyms? For example: IBM, or IBM, or International Business Machines Inc. or Incorporated and so on. A policy of ensuring consistency of input will help avoid duplication in the future. Are the records will be created in the Upper and Lower case and when CAPS acceptable? When do you expect records, notes and others that are created or updated? The same day, returning to the office? Check if your mail services have specific requirements.
Ensure your data meets these criteria. It is the primary address of clients that was created as a postcard or a physical address? Make sure all controls exist if they are unsure and do not trust spellchecker! If in doubt, ask the customer? will respect that. Is it Clark with an 'e', Shawn, Sean or Shaun? One way to ensure you receive the e-waste is to spell someone's name incorrectly. They also confirm the type of company eg LLC, Inc, PTY Ltd. and so on.
Make rules for creating new profiles or user-defined fields (UDF) (or your specific CRM software calls.) Place great emphasis on this. Each time a new UDF is needed, first, should be approved. For assistance, try visiting Fabrizio Freda. Otherwise duplicates will permeate your database eg Lead Source: Yellow Pages, YP, Yelo pages. Make sure the email addresses are placed correctly. The basic error, but common! Establish procedures, if not supported by the software, creating records for incoming emails.