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Copyright QGate Software Limited. Paribus Discovery™ is a trademark of QGate Software Limited – all rights reserved.
Product Tour
 Highly configurable matching criteria
 Sophisticated data matching
 Artificial intelligence
 Multi-layered
Stage 1: Data Discovery
 Review the data matches found
 Approve or reject findings
 Mass systematic approval available
 Control/define master/duplicate merge roles
Stage 2: Data Discovery Review (Approval)
 Intelligently merge/purge data
 Dedicated plugin technology
 Systematic data merge logic
 Pluggable and extensible logic
Stage 3: Data Cleansing
Data Management Process
 Bill Dixon
 Marketing Manager
 IBM
 123 Flat A
Acacia Avenue
Phoenix
Arizona
CRM Contact
Phonetic Data Matching
 Foto Centre, Photo Center
 Kris Dixon, Chris Dickson, Criss Dicksen
 Cheryl Wiatt, Sheryl Wyiatt, Sherril Wyatt
Synonyms and Abbreviations and Acronym Matching
 Robert, Bob, Bobbie, Rob, Robbie, Roberto
 William, Will, Willy, Bill, Billy
 Richard, Rich, Ric, Dick, Ricky
 International Business Machines, IBM, I.B.M
Data Sequence Variation
 Florida University, University of Florida
 Arizona 1st National Bank, First National Bank of Arizona
 123 (Flat A) Acacia Avenue, Flat A – 123 Acacia Avenue
Data Segmentation
 QGate Software, Q Gate Software Q-Gate Software
 GuideMark, Guide Mark, Guide-Mark
 3Com, 3 Com, 3-Com
Gender Analysis
 Paul v Paula
 Daniel v Danielle
 Jo v Joe
 Andy v Andie
“Data Discovery”
Sophisticated Data Matching
 Bill Dixon
 Marketing Manager
 1st National Bank of Arizona
 123 Flat A
Acacia Avenue
Phoenix
Arizona
CRM Contact
 William Dickson
 Manager of Marketing
 First Bank of Arizona
 (Flat A) 123 Acacia Avenue
Phoenix
AZ
CRM Contact
 Billy Dicksen
 Marketing Director
 1st Bank of National Arizona
 123 Acacia Avenue (Flat A)
Phoenix
Arizona
CRM Contact
 Phonetic Data Matching
 Synonyms and Abbreviations
 Data Sequence Variation
 Data Segmentation
 Gender Analysis
 Acronym Matching
“Data Discovery”
Sophisticated Data Matching
“Data Discovery Review”
(Data Matching Approval)
 William Dickson
 Marketing Manager
 1st National Bank of Arizona
 6 x Activity
 9 x Orders
New CRM Master Contact
 William Dickson
 Marketing Manager
 1st Bank of Arizona
 1 x Activity
 2 x Orders
CRM Duplicate Contact
 Bill Dixon
 Marketing Manager
 1st National Bank of Arizona
 3 x Activities
 4 x Orders
CRM Duplicate Contact
 Bill Dixon
 Marketing Manager
 1st National Bank of Arizona
 2 x Activities
 3 x Orders
CRM Duplicate Contact
“Data Cleansing”
(Merging and Consolidation)
Dedicated Paribus for
Microsoft Dynamics
CRM plugin responsible
for the data cleansing
(data merging, purging
and consolidation)
of CRM data.
Paribus CRM Plugin
“Data Cleansing”
(Dynamics CRM Merge Plugin)
Select a Paribus session
of match results by
which to cleanse your
Microsoft Dynamics
CRM.
Session Selection
“Data Cleansing”
(Dynamics CRM Merge Plugin)
Control the way a group
of Paribus match results
are used to merge data
within your Microsoft
Dynamics CRM.
This area is also open to
customization of custom
rules.
Group Processing
“Data Cleansing”
(Dynamics CRM Merge Plugin)
Select from a collection
of Paribus data merge
rules how duplicate data
is merged within your
Microsoft Dynamics
CRM.
This area is also open to
customization of custom
rules.
Merge Rules
“Data Cleansing”
(Dynamics CRM Merge Plugin)
Progressive status
information on the
merging of duplicate
data within your
Microsoft Dynamics
CRM.
Merge Processing
“Data Cleansing”
(Dynamics CRM Merge Plugin)
On completion of the
Paribus merge process,
merge statistics and
merge results are
presented for analysis on
the processing of your
Microsoft Dynamics
CRM data.
Merge Statistics
“Data Cleansing”
(Dynamics CRM Merge Plugin)
Copyright QGate Software Limited. Paribus Discovery™ is a trademark of QGate Software Limited – all rights reserved.

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Paribus Discovery for Microsoft Dynamics CRM

  • 1. Copyright QGate Software Limited. Paribus Discovery™ is a trademark of QGate Software Limited – all rights reserved. Product Tour
  • 2.  Highly configurable matching criteria  Sophisticated data matching  Artificial intelligence  Multi-layered Stage 1: Data Discovery  Review the data matches found  Approve or reject findings  Mass systematic approval available  Control/define master/duplicate merge roles Stage 2: Data Discovery Review (Approval)  Intelligently merge/purge data  Dedicated plugin technology  Systematic data merge logic  Pluggable and extensible logic Stage 3: Data Cleansing Data Management Process
  • 3.  Bill Dixon  Marketing Manager  IBM  123 Flat A Acacia Avenue Phoenix Arizona CRM Contact Phonetic Data Matching  Foto Centre, Photo Center  Kris Dixon, Chris Dickson, Criss Dicksen  Cheryl Wiatt, Sheryl Wyiatt, Sherril Wyatt Synonyms and Abbreviations and Acronym Matching  Robert, Bob, Bobbie, Rob, Robbie, Roberto  William, Will, Willy, Bill, Billy  Richard, Rich, Ric, Dick, Ricky  International Business Machines, IBM, I.B.M Data Sequence Variation  Florida University, University of Florida  Arizona 1st National Bank, First National Bank of Arizona  123 (Flat A) Acacia Avenue, Flat A – 123 Acacia Avenue Data Segmentation  QGate Software, Q Gate Software Q-Gate Software  GuideMark, Guide Mark, Guide-Mark  3Com, 3 Com, 3-Com Gender Analysis  Paul v Paula  Daniel v Danielle  Jo v Joe  Andy v Andie “Data Discovery” Sophisticated Data Matching
  • 4.  Bill Dixon  Marketing Manager  1st National Bank of Arizona  123 Flat A Acacia Avenue Phoenix Arizona CRM Contact  William Dickson  Manager of Marketing  First Bank of Arizona  (Flat A) 123 Acacia Avenue Phoenix AZ CRM Contact  Billy Dicksen  Marketing Director  1st Bank of National Arizona  123 Acacia Avenue (Flat A) Phoenix Arizona CRM Contact  Phonetic Data Matching  Synonyms and Abbreviations  Data Sequence Variation  Data Segmentation  Gender Analysis  Acronym Matching “Data Discovery” Sophisticated Data Matching
  • 6.  William Dickson  Marketing Manager  1st National Bank of Arizona  6 x Activity  9 x Orders New CRM Master Contact  William Dickson  Marketing Manager  1st Bank of Arizona  1 x Activity  2 x Orders CRM Duplicate Contact  Bill Dixon  Marketing Manager  1st National Bank of Arizona  3 x Activities  4 x Orders CRM Duplicate Contact  Bill Dixon  Marketing Manager  1st National Bank of Arizona  2 x Activities  3 x Orders CRM Duplicate Contact “Data Cleansing” (Merging and Consolidation)
  • 7. Dedicated Paribus for Microsoft Dynamics CRM plugin responsible for the data cleansing (data merging, purging and consolidation) of CRM data. Paribus CRM Plugin “Data Cleansing” (Dynamics CRM Merge Plugin)
  • 8. Select a Paribus session of match results by which to cleanse your Microsoft Dynamics CRM. Session Selection “Data Cleansing” (Dynamics CRM Merge Plugin)
  • 9. Control the way a group of Paribus match results are used to merge data within your Microsoft Dynamics CRM. This area is also open to customization of custom rules. Group Processing “Data Cleansing” (Dynamics CRM Merge Plugin)
  • 10. Select from a collection of Paribus data merge rules how duplicate data is merged within your Microsoft Dynamics CRM. This area is also open to customization of custom rules. Merge Rules “Data Cleansing” (Dynamics CRM Merge Plugin)
  • 11. Progressive status information on the merging of duplicate data within your Microsoft Dynamics CRM. Merge Processing “Data Cleansing” (Dynamics CRM Merge Plugin)
  • 12. On completion of the Paribus merge process, merge statistics and merge results are presented for analysis on the processing of your Microsoft Dynamics CRM data. Merge Statistics “Data Cleansing” (Dynamics CRM Merge Plugin)
  • 13. Copyright QGate Software Limited. Paribus Discovery™ is a trademark of QGate Software Limited – all rights reserved.