The CRM Business

Automate CRM: Lead Cleanup

by The CRM Business

The CRM Business works with clients across the UK to deliver CRM solutions based upon Microsoft Dynamics CRM. As specialists working with this product, we discover situations where we and our clients feel that processes can be streamlined and further time saved with the implementation of one or more of our 'Automate CRM' add-on solutions.

These solutions are provided for you to use free of charge with your Microsoft Dynamics CRM 2011 implementation. All that we ask in exchange is that you list us as your Partner of Record on your Microsoft Dynamics CRM system – this costs you nothing.

Lead Cleanup:

Our Lead Cleanup solution helps to maintain order when Leads are converted to account, contact and opportunity records in Microsoft Dynamics CRM.

Imagine this situation: You have 5 Lead records in your CRM 2011 system, for 5 people who all work for the same company. You have a conversation with one of those people, and decide to convert their lead record to an account, contact and opportunity. Out-of-the-box, Microsoft Dynamics CRM would not automatically update the remaining 4 lead records at this point.

Automate CRM: Lead Cleanup has been developed to address this issue, automatically converting other leads for the same company to contacts and assigning them to the relevant parent account. This helps to maintain data integrity in your Microsoft Dynamics CRM system whilst minimising manual effort.

Automate CRM: Lead Cleanup has not been reviewed by any customers.

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The views and opinions submitted and expressed here are not those of Microsoft.

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