Case Study: Genbil Software achieves automated CRM deduplication with KingswaySoft

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Preview of the Genbil Software Case Study

Genbil Software eliminates millions of duplicate CRM records with KingswaySoft

Genbil Software, a technology consulting firm specializing in CRM solutions, faced challenges with duplicate leads, accounts, and contacts in Microsoft Dynamics CRM. The platform's built-in duplicate detection was limited, missing many variations and misspellings, and the manual merge process was inefficient. To improve data quality, they turned to KingswaySoft and utilized the SSIS Integration Toolkit for Microsoft Dynamics CRM.

Using KingswaySoft's toolkit, Genbil developed an automated Azure-based solution called AutoMerge. This service uses customizable rules to detect and merge duplicate records, identifying variations that the standard CRM tools could not. The solution has helped clients eliminate millions of duplicates, significantly improving data quality and reducing manual effort. KingswaySoft's components provided the flexibility and performance necessary for Genbil to successfully implement this efficient and reliable data cleaning process for their customers.


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