EP 14: How to Get a Handle on Duplicates in Your Marketing Automation Platform and CRM

Demand Gen Pod

Today on the Demand Gen Pod, Ryan discusses duplicate records and why they occur in CRM tools like Salesforce. He gives examples of duplicates, such as parents and children sharing the same email address, or multiple purchase history records for one contact. Ryan explains how different marketing tools handle duplicates and the importance of managing them to avoid wasted resources and poor reporting. He suggests ways to prevent duplicates, including implementing data entry guidelines and using automation tools. Managing duplicates effectively is crucial for maintaining data accuracy and improving the customer experience in marketing campaigns.