Tip #6: Crea campos únicos para evitar el duplicado de registros
Tips and tricks #06, adaptado de Aishwarya EK¡Hola usuarios!
La semana pasada hablamos de la importancia de tener una base de datos organizada para empezar mejor el nuevo año. Si bien es importante tener el foco en utilizar Zoho CRM de la mejor forma, también lo es el mantener una base de datos limpia y ordenada. Siguiendo con este hilo, hoy te ofrecemos un nuevo consejo sobre cómo evitar los registros duplicados en tu base de datos de CRM.
Tip #6: Crea campos únicos para evitar el duplicado de registros.
Campaigns, Social, Backstage, Sales IQ, etc. ¡Tenemos tantas posibilidades de recoger y almacenar posibles clientes! Con múltiples fuentes y diversos compañeros utilizando el mismo sistema CRM, la probabilidad de añadir contactos duplicados se incrementa. Y mientras la base de datos crece, es más complicado buscar estos registros duplicados manualmente. No te preocupes, ¡estás cubierto!
Zoho CRM te ayuda a evitar la creación de registros duplicados desde su creación. ¿Cómo? Marca el campo como único.
Un campo único es un campo en un registro cuyo valor lo hace único. Un ejemplo de campo único puede ser el del correo electrónico, ya que de forma habitual cada correo electrónico corresponde a una sola persona. Si se define este campo como único, sólo los datos de una persona se asociarán a esa cuenta de correo electrónico.
Otro campo que puede servir como único es para datos como el DNI, NIF y otros documentos de identificación personal y fiscal. Puedes añadir estos campos personalizados y hacerlos campos únicos en los módulos de posibles clientes, contactos y cuentas. De esta forma, Zoho CRM no permitirá la creación de registros duplicados que contengan un valor ya existente en el mismo campo.
Veamos algunos casos en los que podrían surgir registros duplicados para comprender mejor la herramienta.
Caso 1: Posibles clientes a través de formularios web y formularios integrados en aplicaciones.
En aquellos casos en los que el registro de posible cliente se realice mediante la integración con otras aplicaciones y formularios web, utilizar el campo único como campo requerido a rellenar por el usuario puede facilitarnos el control de registros duplicados. En este caso, los registros se almacenarán en tu CRM para su aprobación en Posibles Clientes > Más (...) > Aprobar Posibles Clientes > Duplicar Posibles Clientes.
Caso 2: Nuevo posible cliente que ya existe como contacto.
Los campos únicos son específicos para cada módulo. Por ejemplo, si marcas un campo único en el módulo Contactos, y un nuevo contacto se crea con el mismo valor de campo único (pongamos el mismo correo electrónico), el sistema alertará sobre el registro duplicado. Sin embargo, la inspección de duplicados no se realizará en el módulo de Posibles Clientes. Atención: si decides convertir el Posible Cliente a Contacto, el sistema te alertará de que éste ya existe como contacto, por lo que te obligará a que la información de ambos se quede en el registro de contacto existente:
Los campos únicos juegan un rol importante en la gestión de registros duplicados de distintas fuentes, como son la creación manual, registros creados via importación, APIs, integraciones con aplicaciones, formularios web, etc. Para descubrir más sobre campos únicos, haz clic aquí.
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