DataTrim Entry Check

Incredibly useful and easy to set up!

We use the dynamic dupe checking the most and it is extremely helpful to see on the Lead, Contact, and Account page layouts if there is a possible dupe. Our reps find this to be one of the most useful apps.

Great Product

This solution was exactly what we were looking for,this has reduced the number of duplicate contacts being created. For anyone looking for an effective tool stop searching and give Entry Check a try, you wont regret it.

Wonderful Support

We have been using this for several years now and the product has worked fantastically. We recently ran into an issue and within a day they were on a conference call with me for a long time until they figured out what was going on and had figured out a way to fix it so it was working perfectly again. Really excellent customer service and support and very nice people to deal with as well. You will not be disappointed with this.

Makes perfect sense - Good design

I've tried 3 different duplicate check apps. DataTrim is exactly what we were looking for. It's not just for big batch de-duping, more importantly for us, it is a user-friendly interface that checks for dupes as new contacts are being entered. The matched results are provided, if any, and then the user gets to make the decision on how to proceed. Other apps took the human decision away and that did not suit our needs. This tool actually eliminates extra steps like searching before creating a new contact and entering the name twice, so it catches dupes and is more efficient for the user. Support has been amazing. Install and config was actually very simple, but I had some extra questions. They were quick to reply with ideas and actions. Very responsive. 6/20/18 - An updated review - just have to comment again on how great the support is from DataTrim for Entry Check. We've gone through several upgrades, moves to Lightning (half way!) and Peter is always there to help with quick turn around times and helpful answers. They help us with a custom entry check page and it speaks to the simplicity and quality of the product that they can modify it for our needs to easily. Thanks!

DataTrim : a must have in your salesforce

We 're using Datatrim already for several years and thanks to this tool our data are up to date with no double accounts/contacts in our system.

Nothing beats Native!

The key to DataTrim is native. The fact that everything works within Salesforce and requires no work outside the application is outstanding. Entry Check is just the tip of the iceberg of what this organization can offer. The team at DataTrim also provides stunning support for their apps. I highly recommend taking a look at this organization for your Salesforce deduplication efforts!

A smart user friendly software

Datatrim EntryCheck was pretty easy to install. It becomes part of the lead/contact adding process, by adding a simple dup check at the beginning. In many cases it led users to find previous documentation of a presumably new lead which proved to exist in the system. The information they found gave them an edge and saved time and troubles. That said, the implementation went smooth thanks to a straight forward UI which perfectly integrates to the process. Lastly, Datatrim team was extremely attentive to my new features requests. I recommend it! Gal Avraham GALA Services

DataTrim Entry Check Reduces the "Dirty Data" Nightmare

The single greatest cause of frustration with any CRM application is "dirty data"...incorrect information which never should have made it into a CRM system database. It isn't possible to be familiar with the personal details of every single contact in the database...and that is where DataTrim helps. By serving as a gatekeeper...it forces the inputter to confirm information and when something doesn't make sense, human intervention or the taking note of an exception helps to improve the quality of input and therefore increase the value of the database and our end user's confidence in it. Well done....we rely on DataTrim Entry Check

Helpful Timesaver

DataTrim had the only product we could find with the ability to fix dups after they're already in SF. Easy to use and great support.

The Best....

Works A lot better that Salesforce search!!