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What is Perfect & Merge?
The Perfect & Merge (PAM) is a tool which allows you to enhance, perfect and merge duplicate data within a CRM application.
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How is Perfect & Merge licensed?
Perfect & Merge is an annual subscription.
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Can Perfect & Merge be used on all CRM Entities?
Yes, Perfect & Merge links directly to your back end database, it can handle and work on any standard or custom entity with your CRM application.
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How do you install Perfect & Merge?
Perfect & Merge is installed by running one executable. Once installed, Perfect & Merge will appear as a plugin with your CRM application.
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How do you use Perfect & Merge?
You open the Perfect & Merge tool within your CRM application and you can use drag & drop to perfect the master record.
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How fast is the Perfect & Merge tool?
The Perfect and Merge tool is fully optimized using the latest technologies and will perform as fast as possible.
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Do you have a trial version of Perfect & Merge
Please contact us if you would like a live demonstration of the Perfect and Merge tool.
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Is Perfect and Merge specific for a certain CRM system?
Currently Perfect & Merge is integrated with Microsoft DynamicsCRM but can easily be connected to other CRM’s such as SalesForce.
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Can I run the software without exporting/importing my data?
Yes, Perfect & Merge links directly to the back end data using the CRM SDK, it reads and writes directly to its database. Therefore no need to export your data or send it off site.
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What are the benefits of using Perfect & Merge?
The benefits of Perfect & Merge are:
Perfect your master record
Enhance your data
Merge duplicates and linked entities
All within the CRM application.
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