Improve data quality with lead de-duplication

This demonstration shows how Pega Sales Automation can discover duplicate leads when you are adding or importing sales leads.

The de-duplication feature uses the Case match functionality in Pega Platform™. Using a case match rule in Dev Studio, a Sales Automation administrator defines the conditions that a lead must meet to identify the lead as a potential duplicate. For example, the screen shows a Case match rule with three weighted match conditions:

The weight in each condition determines the relative importance of the condition when making the comparisons.

In this case, if the email address or the two other weighted properties in the current lead match an existing lead, the system identifies the lead as a duplicate.

Consider how the case match configuration identifies duplicates when you are working with leads.

Log in to the Sales Automation application as a global sales operations user.

First, enable the lead de-duplication feature.  In the navigation pane of the application, select Administration, and then select De-duplication settings

The Weightage for manual lead creation and nightly duplicate job is set to 40. This setting means that if the sum of weighted conditions that evaluate to true is greater than 40, then report the lead as a duplicate.

The Weightage for leads bulk imported is also set to 40.

Note that the sum of weighted conditions specified in the case match rule overrides the weightage threshold defined in the De-duplication settings.

A Sales Automation administrator enables a job scheduler that runs nightly to identify duplicate leads. After the de-duplication settings are enabled, the system starts monitoring for duplicates.

You can view duplicates from the Leads landing page. In the navigation pane, select Leads, and then select View duplicates. The list displays any duplicate leads.

The Match score column shows the extent to which the lead properties match the potential duplicate lead.

Click Ignore to remove the lead from the list of potential duplicates. The lead will no longer be considered a duplicate in future job runs.

Click Merge to merge the lead with the current lead.

To select all the values associated with that record, in the Merge duplicate dialog box, select the Keep record checkbox for either the master record or the duplicate record.

Pega Sales Automation also warns you of a potential duplicate when you create a lead.

Create a business lead for a customer. On the Leads landing page, click Create lead > Business lead, and then add the contact information for Annabelle.

Click Submit. Because there is an existing lead with the same name in the sample data, the New Business Lead dialog box warns of a potential duplicate lead.

Click See 1 Potential Duplicate(s) to review the details in the Potential duplicate(s) dialog box.

Click Continue working to return to the New Business Lead dialog box. You can cancel your work to delete the new lead entry.

Pega Sales Automation also looks for duplicates when you import leads. For example, after a webinar, you want to create leads for attendees who want to get further product information.

In the navigation pane, click Tools > Data Import wizard. Select the Lead data type, then choose the import file. When the import is completed, review the records. Any possible duplicate leads display on the Validate and Review screen of the wizard. The wizard does not import the potential duplicate leads.

You have reached the end of this video. What did you learn?

• How to enable de-duplication of leads
• How potential duplicate leads are reported
• How to resolve potential duplicates