### Contents - [**Articles**](#resources-articles) - [**Glossary Terms**](#resources-glossary_terms) - [**Discussions**](#resources-discussions) - [**Reports**](#resources-reports) # CRM Software Resources ##### Articles, Glossary Terms, Discussions, and Reports to expand your knowledge on CRM Software Resource pages are designed to give you a cross-section of information we have on specific categories. You'll find [articles](#resources-articles) from our experts, [feature definitions](#resources-glossary_terms), [discussions](#resources-discussions) from users like you, and [reports](#resources-reports) from industry data. [ContentsExpand/Collapse Contents](#) - [**Articles**](#resources-articles) - [**Glossary Terms**](#resources-glossary_terms) - [**Discussions**](#resources-discussions) - [**Reports**](#resources-reports) ## CRM Software Articles [![Sales Prospecting: Tips and Tactics for a Strong Pipeline](https://learn.g2.com/hubfs/prospecting.png "Sales Prospecting: Tips and Tactics for a Strong Pipeline")](https://www.g2.com/articles/sales-prospecting) [ ### Sales Prospecting: Tips and Tactics for a Strong Pipeline ](https://www.g2.com/articles/sales-prospecting) Maintaining a healthy sales pipeline hinges on effective sales prospecting [ ![Harshita Tewari](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Harshita Tewari") HT ](https://learn.g2.com/author/harshita-tewari) by Harshita Tewari [![Sales Cadence: What It Is, Importance, and How to Build One](https://learn.g2.com/hubfs/sales%20cadence%20FI.png "Sales Cadence: What It Is, Importance, and How to Build One")](https://www.g2.com/articles/sales-cadence) [ ### Sales Cadence: What It Is, Importance, and How to Build One ](https://www.g2.com/articles/sales-cadence) When new leads enter your pipeline, the worst thing you can give sales reps is freedom without direction. [ ![Harshita Tewari](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Harshita Tewari") HT ](https://learn.g2.com/author/harshita-tewari) by Harshita Tewari [![15 Best Free CRM Software in 2024](https://learn.g2.com/hubfs/G2CM_FI551_Learn_Article_Images_%5B10_Best_Free_CRM_Software%5D_V1b.png "15 Best Free CRM Software in 2024")](https://www.g2.com/articles/free-crm-software) [ ### 15 Best Free CRM Software in 2024 ](https://www.g2.com/articles/free-crm-software) As a salesperson in a small business, you juggle endless spreadsheets, a flooded inbox, and constant pressure from leadership and clients alike. Plus, your budget stays tiny. The result? Missed opportunities, wasted time, and burnout. [ ![Devyani Mehta](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Devyani Mehta") DM ](https://learn.g2.com/author/devyani-mehta) by Devyani Mehta [![What Is Marketing Attribution? How to Measure It](https://learn.g2.com/hubfs/G2CM_FI913_Learn_Article_Images-%5BPermission_Based_Email_Marketing%5D_V1b-1.png "What Is Marketing Attribution? How to Measure It")](https://www.g2.com/articles/marketing-attribution) [ ### What Is Marketing Attribution? How to Measure It ](https://www.g2.com/articles/marketing-attribution) Each stage of the sales funnel—from awareness to consideration to purchase—requires a unique strategy. [ ![Lauren Pope](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Lauren Pope") LP ](https://learn.g2.com/author/lauren-pope) by Lauren Pope [![The 7-Step Guide to a Sales Process: From Lead to Close](https://learn.g2.com/hubfs/G2CM_FI372_Learn_Article_Images_%5BNon-Profit_Marketing%5D_V1a.png "The 7-Step Guide to a Sales Process: From Lead to Close")](https://www.g2.com/articles/sales-process) [ ### The 7-Step Guide to a Sales Process: From Lead to Close ](https://www.g2.com/articles/sales-process) Let’s make a deal. [ ![Mary Clare Novak](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Mary Clare Novak") MCN ](https://learn.g2.com/author/mary-clare-novak) by Mary Clare Novak [![Permission Marketing: How to Earn Customer Trust With Ease](https://learn.g2.com/hubfs/G2CM_FI1100_Learn_Article_Images_%5Binfluencer_marketing_statistics%5D_V1b.png "Permission Marketing: How to Earn Customer Trust With Ease")](https://www.g2.com/articles/permission-marketing) [ ### Permission Marketing: How to Earn Customer Trust With Ease ](https://www.g2.com/articles/permission-marketing) Nobody likes being a member of a captive audience. [ ![Lauren Pope](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Lauren Pope") LP ](https://learn.g2.com/author/lauren-pope) by Lauren Pope [![What Is ERP Implementation? Steps, Strategies, and Risks](https://learn.g2.com/hubfs/G2CM_FI854_Learn_Article_Images_%5BERP_Software_India%5D_V1b.png "What Is ERP Implementation? Steps, Strategies, and Risks")](https://www.g2.com/articles/erp-implementation) [ ### What Is ERP Implementation? Steps, Strategies, and Risks ](https://www.g2.com/articles/erp-implementation) The implementation of a software system—particularly one as complex and expansive as an Enterprise Resource Planning (ERP)—requires a holistic knowledge of not only the software in question but also an intense understanding of your organization’s business operations and workflows. [ ![Piper Thomson](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Piper Thomson") PT ](https://learn.g2.com/author/piper-thomson) by Piper Thomson [![10 Ways to Make Your Next Sales Negotiation a Win-Win](https://learn.g2.com/hubfs/sales-negotiation@2x.png "10 Ways to Make Your Next Sales Negotiation a Win-Win")](https://www.g2.com/articles/sales-negotiation) [ ### 10 Ways to Make Your Next Sales Negotiation a Win-Win ](https://www.g2.com/articles/sales-negotiation) The likelihood of someone signing the first draft of a sales contract is slim.  [ ![Mary Clare Novak](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Mary Clare Novak") MCN ](https://learn.g2.com/author/mary-clare-novak) by Mary Clare Novak [![What is CRM? How It Helps Boost Sales and Efficiency](https://learn.g2.com/hubfs/what%20is%20crm-1.png "What is CRM? How It Helps Boost Sales and Efficiency")](https://www.g2.com/articles/what-is-crm) [ ### What is CRM? How It Helps Boost Sales and Efficiency ](https://www.g2.com/articles/what-is-crm) Getting a customer to buy your solution is only half the battle.  [ ![Mary Clare Novak](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Mary Clare Novak") MCN ](https://learn.g2.com/author/mary-clare-novak) by Mary Clare Novak [![How to Write a Cold Email That Works (+ Free Template)](https://learn.g2.com/hubfs/G2CM_FI986_Learn_Article_Image_%5BCold_email%5D_V1b.png "How to Write a Cold Email That Works (+ Free Template)")](https://www.g2.com/articles/cold-email) [ ### How to Write a Cold Email That Works (+ Free Template) ](https://www.g2.com/articles/cold-email) Five seconds.  [ ![Mary Clare Novak](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Mary Clare Novak") MCN ](https://learn.g2.com/author/mary-clare-novak) by Mary Clare Novak [![16 Best CRM Software in India for 2024](https://learn.g2.com/hubfs/G2CM_FI512_Learn_Article_Images-%5BCRM_Software_In_India%5D_V1b.png "16 Best CRM Software in India for 2024")](https://www.g2.com/articles/best-crm-software-in-india) [ ### 16 Best CRM Software in India for 2024 ](https://www.g2.com/articles/best-crm-software-in-india) Businesses must put relationships over results, which isn’t to say results don’t matter. They do. But do you know what drives those results?  [ ![Washija Kazim](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Washija Kazim") WK ](https://learn.g2.com/author/washija-kazim) by Washija Kazim [![What Is Outbound Sales: Strategies, Tips And Tools For 2024](https://learn.g2.com/hubfs/outbound-sales.png "What Is Outbound Sales: Strategies, Tips And Tools For 2024")](https://www.g2.com/articles/outbound-sales) [ ### What Is Outbound Sales: Strategies, Tips And Tools For 2024 ](https://www.g2.com/articles/outbound-sales) Tring tring! [ ![Mary Clare Novak](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Mary Clare Novak") MCN ](https://learn.g2.com/author/mary-clare-novak) by Mary Clare Novak [![What Is a CRM Database?](https://learn.g2.com/hubfs/G2CM_BI095_Backlog_Images_%5BCRM-database%5D_V1b.png "What Is a CRM Database?")](https://www.g2.com/articles/what-is-a-crm-database) [ ### What Is a CRM Database? ](https://www.g2.com/articles/what-is-a-crm-database) Just what is a CRM database anyway? [ ![Marshall Lager](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Marshall Lager") ML ](https://learn.g2.com/author/marshall-lager) by Marshall Lager [![10 Best CRM Software in Australia for 2023](https://learn.g2.com/hubfs/G2CM_FI752_Learn_Article_Images-%5BBest_CRM_Software_Australia%5D_V1a.png "10 Best CRM Software in Australia for 2023")](https://www.g2.com/articles/best-crm-software-in-australia) [ ### 10 Best CRM Software in Australia for 2023 ](https://www.g2.com/articles/best-crm-software-in-australia) Keeping track of your customers on a neverending Notes list no longer cuts it. [ ![Tanuja Bahirat](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Tanuja Bahirat") TB ](https://learn.g2.com/author/tanuja-bahirat) by Tanuja Bahirat [![Claim Peace of Mind: Decode the Work of Insurance Adjusters](https://learn.g2.com/hubfs/G2CM_FI718_Learn_Articles_Images_%5BInsurance_Adjustors%5D_V1a.png "Claim Peace of Mind: Decode the Work of Insurance Adjusters")](https://www.g2.com/articles/insurance-adjuster) [ ### Claim Peace of Mind: Decode the Work of Insurance Adjusters ](https://www.g2.com/articles/insurance-adjuster) Like the saying, "When life gives you lemons, make lemonade," we often find ways to make the best out of difficult situations. [ ![Devyani Mehta](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Devyani Mehta") DM ](https://learn.g2.com/author/devyani-mehta) by Devyani Mehta [![Recap of Dreamforce 2022: Innovation and Sustainability](https://learn.g2.com/hubfs/people%20sitting%20in%20a%20crowd.jpg "Recap of Dreamforce 2022: Innovation and Sustainability")](https://www.g2.com/articles/recap-of-dreamforce-2022) [ ### Recap of Dreamforce 2022: Innovation and Sustainability ](https://www.g2.com/articles/recap-of-dreamforce-2022) Innovation and sustainability were two major themes at the annual Salesforce event, Dreamforce 2022. Industry conferences typically see the host company promoting its brand by handing out company swag to attendees. Dreamforce 2022 opted instead to focus on Salesforce's sustainability efforts by announcing plans to plant trees for each attendee as part of the company goal to plant one trillion trees by 2030 and provide donations to local public schools. In addition, the company that has helped fuel the CRM Software category announced updates and innovations to its product offerings, including Slack, Salesforce Sales Cloud Unlimited, and of course, Salesforce Genie. [ ![Blue Bowen](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Blue Bowen") BB ](https://learn.g2.com/author/blue-bowen) by Blue Bowen [![How to Prevent Customer Churn With Retention Marketing](https://learn.g2.com/hubfs/Customer%20Retention%20Marketing.png "How to Prevent Customer Churn With Retention Marketing")](https://www.g2.com/articles/customer-retention-marketing) [ ### How to Prevent Customer Churn With Retention Marketing ](https://www.g2.com/articles/customer-retention-marketing) Attracting new customers is cool and all, but do you know how to keep them around? [ ![Lauren Pope](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Lauren Pope") LP ](https://learn.g2.com/author/lauren-pope) by Lauren Pope [![Increased Adoption of Lead-to-Account Matching and Routing Leads to New G2 Category](https://learn.g2.com/hubfs/lead-to-account%20matching%20and%20routing.jpg "Increased Adoption of Lead-to-Account Matching and Routing Leads to New G2 Category")](https://www.g2.com/articles/increased-adoption-of-lead-to-account-matching-and-routing-leads-to-new-g2-category) [ ### Increased Adoption of Lead-to-Account Matching and Routing Leads to New G2 Category ](https://www.g2.com/articles/increased-adoption-of-lead-to-account-matching-and-routing-leads-to-new-g2-category) It’s no secret that it can be quite difficult to manage all inbound leads into an organization. When a lead form from a survey or marketing event is completed, the lead often populates in the CRM software or other related sales account management software. While this lead populates in a CRM, sales and marketing departments spend lots of time to find the correct account that matches with the lead, as well as the salesperson who should be responsible for reaching out to that lead. [ ![Michael Gigante](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Michael Gigante") MG ](https://learn.g2.com/author/michael-gigante) by Michael Gigante [![Sales Operations: Your Behind-the-Scenes Revenue Generator](https://learn.g2.com/hubfs/sales%20operations.png "Sales Operations: Your Behind-the-Scenes Revenue Generator")](https://www.g2.com/articles/sales-operations) [ ### Sales Operations: Your Behind-the-Scenes Revenue Generator ](https://www.g2.com/articles/sales-operations) A lot happens behind the scenes of a sales department.  [ ![Mary Clare Novak](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Mary Clare Novak") MCN ](https://learn.g2.com/author/mary-clare-novak) by Mary Clare Novak [![Why Customer Relationship Management (CRM) Is Still Relevant](https://sell.g2.com/hubfs/shahadat-rahman-voM1Z9cGPCU-unsplash.jpg "Why Customer Relationship Management (CRM) Is Still Relevant")](https://www.g2.com/articles/why-crm-is-still-relevant) [ ### Why Customer Relationship Management (CRM) Is Still Relevant ](https://www.g2.com/articles/why-crm-is-still-relevant) Customer relationship management (CRM) software is not a new technology. It first made its debut in the mid-'80s before the term CRM was even coined. The combination of database marketing and contact management was handy in a world just realizing the utility of relatively small and inexpensive desktop computers; businesses haven’t looked back since. [ ![Marshall Lager](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Marshall Lager") ML ](https://learn.g2.com/author/marshall-lager) by Marshall Lager [![How Gartner Got Confused: Sales Engagement Is Not Sales Enablement](https://learn.g2.com/hubfs/g2-vs-gartner-blog.png "How Gartner Got Confused: Sales Engagement Is Not Sales Enablement")](https://www.g2.com/articles/gartner-sales-engagement-sales-enablement) [ ### How Gartner Got Confused: Sales Engagement Is Not Sales Enablement ](https://www.g2.com/articles/gartner-sales-engagement-sales-enablement) All jokes aside, it’s a confusing time for sales professionals trying to find tools that can help them sell to buyers who just don’t behave like they used to. [ ![Michael Fauscette](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Michael Fauscette") MF ](https://learn.g2.com/author/michael-fauscette) by Michael Fauscette [![How to Build a Successful Business Development Team](https://learn.g2crowd.com/hubfs/business-development-team-featured-image.jpg "How to Build a Successful Business Development Team")](https://www.g2.com/articles/business-development-team) [ ### How to Build a Successful Business Development Team ](https://www.g2.com/articles/business-development-team) Every business wants to acquire more customers, right? [ ![Izabelle Hundrev](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Izabelle Hundrev") IH ](https://learn.g2.com/author/izabelle-hundrev) by Izabelle Hundrev [![How to Choose the Best Sales Technology for Your Industry](https://learn.g2crowd.com/hubfs/adeolu-eletu-38649-unsplash-1.jpg "How to Choose the Best Sales Technology for Your Industry")](https://www.g2.com/articles/industry-specific-sales-technology) [ ### How to Choose the Best Sales Technology for Your Industry ](https://www.g2.com/articles/industry-specific-sales-technology) Not all industries are the same, and their tech stacks shouldn’t be either. There are many vertical industry software products for most departments of a company, such as accounting, logistics, and HR, but industry-specific sales tech is often ignored. [ ![Gabriel Gheorghiu](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Gabriel Gheorghiu") GG ](https://learn.g2.com/author/gabriel-gheorghiu) by Gabriel Gheorghiu Show More ## CRM Software Glossary Terms [![Digital Transformation](https://learn.g2.com/hubfs/G2CM_GI756_Glossary_Article_Images-%5Bdigital_transformation%5D_V1a.png "Digital Transformation")](https://www.g2.com/glossary/digital-transformation-definition) [Digital Transformation](https://www.g2.com/glossary/digital-transformation-definition) Digital transformation modernizes an organization’s products and processes with new digital technologies. Learn more about its types and the process. by Sagar Joshi [![Supplier Relationship Management](https://learn.g2.com/hubfs/G2CM_GI781_Glossary_Article_Images_%5Bsupplier_relationship_management%5D_V1a.png "Supplier Relationship Management")](https://www.g2.com/glossary/supplier-relationship-management-definition) [Supplier Relationship Management](https://www.g2.com/glossary/supplier-relationship-management-definition) Supplier relationship management is a process wherein the working relationships between buyers and vendors are maintained and optimized. by Holly Landis [![Lead Generation](https://learn.g2.com/hubfs/G2CM_GI704_Glossary_Article_Images-%5BLead_Generation%5D_V1b.png "Lead Generation")](https://www.g2.com/glossary/lead-generation-definition) [Lead Generation](https://www.g2.com/glossary/lead-generation-definition) Lead generation is a company's process for attracting potential customers or clients. Learn lead generation strategies, best practices, and benefits. by Kelly Fiorini [![Buyer Persona](https://learn.g2.com/hubfs/G2CM_GI596_Glossary_Article_Images_%5Bbuyer_persona%5D_V1a.png "Buyer Persona")](https://www.g2.com/glossary/buyer-persona-definition) [Buyer Persona](https://www.g2.com/glossary/buyer-persona-definition) Buyer personas are fictional profiles created using customer data to help marketers focus their messaging. Learn about creating and using buyer personas. by Holly Landis [![Video Conferencing](https://learn.g2.com/hubfs/G2CM_GI597_Glossary_Article_Images_%5Bvideo_conferencing%5D_V1a.png "Video Conferencing")](https://www.g2.com/glossary/video-conferencing-definition) [Video Conferencing](https://www.g2.com/glossary/video-conferencing-definition) Video conferencing is a way to hold live online meetings with audio and video, helping teams, customers, and partners connect from any location. Learn more by Holly Landis [![Customer Engagement](https://learn.g2.com/hubfs/G2CM_GI592_Glossary_Article_Images_%5Bcustomer_engagement%5D_V1a.png "Customer Engagement")](https://www.g2.com/glossary/customer-engagement-definition) [Customer Engagement](https://www.g2.com/glossary/customer-engagement-definition) Customer engagement measures how brands interact with clients throughout the customer's lifecycle. Learn about customer engagement models and the benefits. by Sagar Joshi [![Marketing Automation](https://learn.g2.com/hubfs/G2CM_GI576_Glossary_Article_Images_%5BMarketing_Automation%5D_V1a.png "Marketing Automation")](https://www.g2.com/glossary/marketing-automation-definition) [Marketing Automation](https://www.g2.com/glossary/marketing-automation-definition) Marketing automation is when software is used to automatically complete various marketing tasks by following triggered prompts. Learn about its benefits. by Holly Landis [![Sales Funnel](https://learn.g2.com/hubfs/G2CM_GI520_Glossary_Article_Images_%5Bsales_funnel%5D_V1a.png "Sales Funnel")](https://www.g2.com/glossary/sales-funnel-definition) [Sales Funnel](https://www.g2.com/glossary/sales-funnel-definition) Sales funnels represent the customer journey from prospect to purchase. Learn about benefits, best practices, and how they affect a business positively. by Holly Landis [![Enterprise Resource Planning (ERP)](https://learn.g2.com/hubfs/ERP-1.png "Enterprise Resource Planning (ERP)")](https://www.g2.com/glossary/erp-definition) [Enterprise Resource Planning (ERP)](https://www.g2.com/glossary/erp-definition) ERP systems merge and manage multiple business operations via a single platform. Read on to learn more about its applications, benefits, and challenges. by Harshita Tewari [![Sales Enablement](https://learn.g2.com/hubfs/G2CM_GI505_Glossary_Article_Images_%5Bsales_enablement%5D_V1b.png "Sales Enablement")](https://www.g2.com/glossary/sales-enablement-definition) [Sales Enablement](https://www.g2.com/glossary/sales-enablement-definition) Sales enablement is how a company supports its sales team with training, resources, and guidance. Learn the benefits and ways to create a strategy. by Mara Calvello ## CRM Software Discussions 0 Question on: ClickUp [Does Google use ClickUp?](/discussions/does-google-use-clickup) Does Google use ClickUp? I don't know Answered: KangKyu Lee on October 18, 2023 Perfect Answered: Esteban Ribot on October 18, 2023 Yes, Google integrates with ClickUp. You'll need to add the platform to your account and it syncs with email, your drive and even documents. Answered: Raven Ponder on March 3, 2026 I am not sure if google uses clickup to manage their team. However, if the question is "does ClickUp integrate with Google" the answer is yes, directly and through automation. Answered: Brook Borup on March 3, 2026 Online Work From Home 🔵 Time : Part Time Income: $20,000 - $35,000/-. Age : 18\_ upward Work : INVESTMENT Trading period : 5 days Work (QUORA Instagram, Facebook, etc.) Work from Home. Note - Need Only serious and Passionate people Who want to learn and earn profitable income weekly What'app +447940741231 Answered: Mary She on June 30, 2023 [See more answers (4)](javascript:void(0);) [Your answer](/discussions/does-google-use-clickup/comments/new?remote=true) 0 Question on: Agentforce Sales (formerly Salesforce Sales Cloud) [How do you manage high volume of duplicated data?](/discussions/how-do-you-manage-high-volume-of-duplicated-data) Hello! Currently, we have a high volume of duplicated Account records in our Salesforce. Please, how anyone here who face the same situation deal with that? I already use duplicated rules and third-party apps to help, but it doesn't seem to be enough. Data duplication is a common problem that can be solved by using AI tools. These tools are capable of finding duplicated data and removing it from the system. Organizations that have high volume of duplicated data can use these AI tools to reduce their costs and save time. https://www.omegle.fyi/ https://www.chatrandom.one/ https://www.bazoocam.fyi/ Answered: Mohammad Fahad Alam on July 24, 2022 It's easier to remove the duplicates from the .csv file you are using to upload the data to Salesforce prior to doing so. Otherwise you're going to have to search for one piece of info they all have in common, maybe like their phone number and then you can use ctrl+f to search excel for that info and just highlight the data you don't want any longer and remove the duplicates. I used to just upload whatever and remove it afterwards but it's really not a good practice and gets you in a bad spot sometimes because you can end up with a lot of duplicates. Otherwise, depending on how you save your leads/data for uploading; but if it were me I would just delete all of the leads and start over after I updated the excel .csv file to remove the duplicates because it will be more efficient that way. Answered: Sarah Stevens on July 14, 2022 The first thing to accept is that this usually isn’t just a tooling gap it’s a process gap. Duplicate rules and third-party apps can only catch so much if duplicates are continuously created through different entry points like manual input, imports, or integrations. The real question she needs to answer is where the duplicates originate from. In most cases, it’s inconsistent naming conventions, lack of standard fields like website/domain, or multiple teams creating records without visibility into existing data. What tends to work better is combining prevention with smarter detection. Native duplicate rules in Salesforce are often too lenient, so tightening the matching logic using combinations like account name, domain, and phone number makes a big difference. Tools like DemandTools or Cloudingo help because they allow more advanced fuzzy matching and bulk operations, which Salesforce alone struggles with at scale. But even with these tools, you need to guide user behavior by adding soft warnings or required fields that make it harder to accidentally create duplicates in the first place. For the existing backlog, she’ll need a structured cleanup approach rather than ad hoc merging. That usually means grouping records based on similarity (like domain or name), defining clear rules for which record should be retained, and then using batch deduplication tools to merge them in bulk. Doing this manually inside Salesforce is slow and inconsistent, so external tools become almost necessary once the volume crosses a certain threshold. The part most teams underestimate is governance. If there’s no clear ownership of data quality and no agreed standard for how accounts should be created, duplicates will keep coming back no matter how many times you clean them. Setting simple rules like always capturing website domains, avoiding abbreviations, or standardizing naming formats combined with periodic monitoring (weekly or monthly checks) helps keep things under control long term. In short, what works is not just “better deduplication,” but fixing the system that allows duplicates to exist in the first place. Once prevention, cleanup, and governance are aligned, the problem stops feeling like an endless loop and becomes manageable. Answered: Habeel Mohidin on April 24, 2026 [See more answers (2)](javascript:void(0);) [Your answer](/discussions/how-do-you-manage-high-volume-of-duplicated-data/comments/new?remote=true) 0 Question on: ClickUp [How do you srtart this kind of implementations in your company?](/discussions/how-do-you-srtart-this-kind-of-implementations-in-your-company) What's your plan when having the need or begin moving to another task/project management tool? Do you first communicate the change that's planned to all employees? Who gets access first, or every people at the same time? Trial and error was hard. Caused me some Problems but was ultimately worth it as I have a deeper understanding of its capacities now Answered: JD Michell on July 26, 2022 [Your answer](/discussions/how-do-you-srtart-this-kind-of-implementations-in-your-company/comments/new?remote=true) - [‹ Prev‹ Prev](/categories/crm/resources?discussions_page=4) - [1](/categories/crm/resources) - [2](/categories/crm/resources?discussions_page=2) - [3](/categories/crm/resources?discussions_page=3) - [4](/categories/crm/resources?discussions_page=4) - 5 - [6](/categories/crm/resources?discussions_page=6) - [7](/categories/crm/resources?discussions_page=7) - [8](/categories/crm/resources?discussions_page=8) - [9](/categories/crm/resources?discussions_page=9) - … - [285](/categories/crm/resources?discussions_page=285) - [286](/categories/crm/resources?discussions_page=286) - [Next ›Next ›](/categories/crm/resources?discussions_page=6) ## CRM Software Reports Mid-Market Grid® Report for CRM Summer 2026 G2 Report: Grid® Report Grid® Report for CRM Summer 2026 G2 Report: Grid® Report Enterprise Grid® Report for CRM Summer 2026 G2 Report: Grid® Report Momentum Grid® Report for CRM Summer 2026 G2 Report: Momentum Grid® Report Small-Business Grid® Report for CRM Summer 2026 G2 Report: Grid® Report Enterprise Grid® Report for CRM Spring 2026 G2 Report: Grid® Report Small-Business Grid® Report for CRM Spring 2026 G2 Report: Grid® Report Mid-Market Grid® Report for CRM Spring 2026 G2 Report: Grid® Report Grid® Report for CRM Spring 2026 G2 Report: Grid® Report Momentum Grid® Report for CRM Spring 2026 G2 Report: Momentum Grid® Report