The Pivotal CRM Data Management module empowers business helps companies easily and effectively manage data importing and hygiene without analysts, marketers, or CRM “super users” to easily import, de-dupe,advanced IT skills. and merge records in Pivotal CRM, enabling companies to cost-
1. Pivotal® CRM Data Management
Import data into Pivotal CRM, eliminate duplicates, and merge
records with ease—all without writing a single line of code
The Pivotal CRM Data Management module The Pivotal CRM Data Management module empowers business
helps companies easily and effectively
manage data importing and hygiene without
analysts, marketers, or CRM “super users” to easily import, de-dupe,
advanced IT skills. and merge records in Pivotal CRM, enabling companies to cost-
• Import data easily into Pivotal CRM with
effectively maintain data hygiene with reduced demand on the IT team.
great flexibility
CRM systems’ value is closely linked to the quality and integrity of the data within them. If new data
• Track imported records for is hard to get into the system, companies will rapidly fall back upon standalone databases and
future reference spreadsheets that cause data silos and compromise a CRM system’s reliability and usefulness.
But as new data is added to the system, it can also create new problems. Even the best CRM
• Identify duplicates using desired criteria
systems can easily fall prey to bad data, as duplicate records within the system are created and
and features
cause confusion and clutter. Unfortunately, data hygiene is often a laborious and time-consuming
• Merge multiple records with numerous task that requires complex coding and heavy IT involvement, making it a prohibitive undertaking
options for handling overlapping data that often falls by the wayside.
• Undo jobs as needed, to reverse any errors CDC Software has the solution: Pivotal CRM Data Management. An application module that
• Improve data hygiene and eliminate runs seamlessly within the Pivotal CRM or Pivotal CRM for Financial Services suites, the Data
duplicate data Management module is part of your Pivotal CRM solution, enabling users to easily import,
de-dupe, and merge records, keeping your Pivotal CRM data clean and trustworthy. Its intuitive,
• Reduce the drain on IT with easy, intuitive code-free tools allow data hygiene tasks to be performed by non-IT members of your team,
tools non-technical users can employ reducing bottlenecks and the need for advanced technical resources.
To learn more about the Pivotal CRM Data
Management module and how it can address Import Data with Ease
your firm’s unique needs, call +1 877-PIVOTAL Expand and enhance your CRM database by importing data from text-delimited files into any table
(+1 877-748-6825). in the Pivotal CRM system whenever needed. Pivotal CRM Data Management lets you perform
imports immediately or schedule them to run automatically at a predetermined time (for example,
overnight). The user can select the file to import, the delimiter to use, the row to start importing
from, the date format, the separators to use for decimals and thousands, and the text qualifiers,
ensuring data is imported cleanly and in a format consistent with existing data. Fields mappings
from the source file to the destination table can be saved and reused for future imports; they can
also be imported or exported, which allows testing to be performed on a staging system and then
fluidly carried over to the production system.
As data is imported, the user can choose whether to omit duplicate records found during import,
import them, or overwrite existing records. All imported records are tracked for easy identification
in the future, and imports can be undone if needed. Foreign key field matching is also supported,
so the system displays corresponding records, not obscure hexadecimal numbers. If further
data processing is required on imported data, the user has the option to run a client script on
the imported records, providing greater flexibility in handling imported data. Pivotal CRM Data
Management also enables users to force the system to recalculate all formula fields in a selected
table and related tables, enabling data to be easily updated. This feature can also be used to
“tickle” a table to prompt synchronization with mobile devices or satellite systems.
Eliminate Duplicates
Pivotal CRM Data Management helps you manage the pervasive problem of duplicate records by
giving users the ability to run batch duplicate checks on any table at any time they desire, using
any desired set of fields for duplicate checking. Duplicate checks can search for exact matches
Merge records with a single click through a clear, or use a Soundex algorithm to identify similar-sounding words—a great way to catch duplicates
intuitive interface
that have only slight differences, such as a misspelling. The duplicate search returns a full list of
possible duplicates and allows the user to view the records immediately to cross-compare, or to
save the list to address at a later time.
Pivotal CRM | Datasheet