Insycle

Highlights

• Merge Duplicates ● Find duplicates using any standard or custom field ● Flexible matching rules to find the most duplicates ● Control the master record and field selection ● Preview changes before they go live ● Mass merge and automate the process
• Lead to Account Matching ● Flexible rules to match leads to accounts ● Handle inconsistent data ● Link child to parent accounts ● Preview changes before they go live ● Mass link and convert leads ● Automate the process
• Standardize and Format ● Standardize any free-text field ● Names, job titles, industries, addresses, phones. ● Map inconsistent data values. ● Standardize picklists ● Utilities: extract name from email, remove middle name, split values, copy & move
• Import ● Import new records using flexible matching ● Compare CSV to existing records ● Enrich existing records by updating, appending ● Format CSV data before importing ● Add leads and contacts to campaigns on import ● Append CSV data to existing
• Cleanse & Declutter ● Find (and fix) low quality-data ● Identify records with missing field data ● Find invalid field data ● Purge outdated and low-value records ● Automate these processes
• Mass Update ● Mass update any field ● Map from one field to another ● Conditional updates based on existing data ● Mass assign, clear, delete ● Convert free text to picklist
• Collaborate ● Invite unlimited users at no cost ● Advanced permissions on a per-module basis ● Share any report with colleagues ● Link to templates to share ● Create defined processes ● Filter, export, and share data easily
• Track Data Health & Activity ● Track data quality in the Health Assessment ● By category: incomplete, low-quality, duplicate, etc. ● View counts of specific issues ● Customize to track unique issues ● Daily tracking, compare to previous time periods
• Automate ● Schedule templates daily, weekly, and monthly ● Automate ongoing data management tasks ● Bundle templates into recipes, and schedule in order ● Spend less time on data management tasks