Dedupe solutions for MSD

[Grégoire_Miche2]

Hi All,

I am researching on the best dedupe solutions and strategies in a Marketo-Dynamics environement.

I understand that it is not possible to dedupe in Marketo 2 records that are synchronized with Dynamics. Is this correct?

If so, dedupe solutions working in Marketo will only be able to work max one of the duplicate records is in MSD.

What other alternatives have you been looking at?

-Greg

[Anonymous]

Hi Greg,

I'm not sure if you have find out a solution yet which will DeDupe your records with Marketo and MS-Dynamics.

Our product M-Clean which earlier was providing DeDupe facility for Marketo and Salesforce, is now capable of doing this with Marketo and MS-Dynamics.

You can follow the link above and can see other features of the product, can request a demo and if found reasonable and solving the needs, then can opt for it.

Thanks,

Arun Sharma

[Dan_Stevens_]

Grégoire Michel - we had a demo and did some testing with M-Clean several months ago and it didn't work for MSD records in Marketo.  We're about to test this once again - using a variety of duplicate scenarios (Marketo person/CRM contact, duplicate contacts, duplicate leads, duplicate lead AND contact (note, merging multiple entities - like a lead with a contact - can't even be done natively on the MSD side - so it will be interesting how they accomplish this from within Marketo).  Once we have our next demo, I'll report my findings back to the community.

[Grégoire_Miche2]

Hi Dan,

Would be interested. We are also testing leadonance in an MSD environment. I'll keep you guys posted.

-Greg

[Brittany_Stover]

Sorry Greg, we use Salesforce as our CRM system and use clouddingo for our dedupe tool.

[Grégoire_Miche2]

Dan Stevens, Katie Pope, Brittany Stover​, Alex Greger, Michelle Miles, Jason Hamilton, Paul Wilson

Any idea?

-Greg

[Paul_Wilson8]

Grégoire Michel​ The approach I have had to take a few times now is to identify dupes in Dynamics, then delete those records in Dynamics, and then delete the linked Marketo record.

When you go ahead and delete the Microsoft record you then can see that the Microsoft record was deleted in Marketo, and delete it in Marketo.

Unfortunately this has the consequence of loosing all the activity history in both Marketo and Dynamics for the record(s) sacrificed.

If anyone has a better approach, I am all ears!

PW

[Grégoire_Miche2]

HI Paul,

Why aren't you merging the records in Dynamics, which should normally merge them in MArketo as well?

-Greg

[Paul_Wilson8]

Good day Greg!

Apologies - when I was replying last night I had misread your initial question to mean that you couldn't merge in DCRM. Next time I go to reply I will wait until I get a good night's sleep and re-read first!

I had a client a few years ago that had an issue merging records in DCRM because of a custom plugin they had deployed. Their only course of action was to delete the DCRM record, and we then had a smart campaign in Marketo to run clean up for records marked as Microsoft is Deleted.

Merging in DCRM is the best approach as noted by you and Dan Stevens​. I don't know of any CRM Fusion Demand Tools like applications for DCRM, perhaps we should build one!

Hoping to see you at Summit next month!

PW

[Dan_Stevens_]

Yeah, that's what we do.  In fact, we never delete in CRM - we deactivate.

[Michelle_Miles3]

Hi Greg - Paul will know. He's traveling today, but will take a look later.

[Grégoire_Miche2]

Thanks

[Dan_Stevens_]

This is correct, Greg.  Which is why we, too, are looking for a vendor who has a solution for this since we are currently dealing with thousands of duplicates as a result of our purposeful duplicate process; and based on how Sales uses CRM incorrectly today.

[Grégoire_Miche2]

Have you had a loot at these:

• Trillium for Microsoft Dynamics CRM | Trillium ?
• Dedupe4Dynamics Data deduplication software

-Greg

[Grégoire_Miche2]

It seems incredible that, in 2017, Marketo or not, no good dedupe for MS Dynamics exists on the Market...

-Greg