Success Stories

Salesforce AgentExchange Testimonials

Clean Data, No Cost: Why I Recommend OneMerge to Clients

Salesforce AgentExchange

As a Salesforce consultant, I often see clients overwhelmed by duplicate records. I recommend OneMerge Free Edition because it’s easy to configure, leverages Salesforce’s native Matching and Duplicate Rules, and best of all — it’s free. Within minutes, you can schedule automatic merge jobs and start cleaning up your data. The built-in dashboard gives clear visibility into merged records and the rules that identified them. For clients looking for a no-code, cost-effective solution to automate deduplication, OneMerge is an excellent choice.

Great On Platform Tool & Outstanding Support

Salesforce AgentExchange

“OneMerge gives you the ability to use the standard Salesforce duplicate management set up and automate the merging of the records found without manual intervention. Once you have rules you trust, you can set it and forget it. It also gives you options to exclude certain records, exclude certain duplicate rules and other options to customize your needs. I used this for a one time project where I had to merge over 75k records, which would have taken days by hand or another tool that has its own rules engine and configuration that was done outside of Salesforce. Any questions I had were quickly responded to by the OneMerge team to make sure I had the proper configuration. AI relies so heavily on data that OneMerge will be able to help a lot of customers get the most out of those types of solutions by keeping a clean database. I cannot recommend this tool enough!”

Quite simply the best.

Salesforce AgentExchange

“This is not only the best deduplication tool, but perhaps the best managed application for Salesforce that I’ve experienced. It is well thought out, easy to understand and configure with robust reporting and rollback feature for those just-in-case days. The support during my first few runs was exemplary and immediate. That the merge is tune-able was such a huge win for one of my more complex databases. Add on with confidence.”

OneMerge Exceeds Expectations

Salesforce AgentExchange

“OneMerge absolutely exceeded our use case. We needed the ability to merge incoming leads real time and trust that the merge was prioritized based on our duplicate management criteria. OneMerge not only allowed us to adjust our criteria down to the most minute detail, but also provided us with comprehensive merge reports, as well as merge tracking and merge reversion to ensure that the final merged lead was one hundred percent accurate. This product and its team has been a lifesaver for our web-based leads.”

A goto app for Salesforce duplicate records management

Salesforce AgentExchange

“We recently implemented OneMerge Enterprise edition to manage our Salesforce contacts, and we’ve been thoroughly impressed with its performance. One of the standout features has been its exceptional ability to handle duplicate contacts effectively. The OneMerge team has developed a robust solution that has significantly helped in removing duplicates from our existing contacts. Moreover, we’ve had specific customization needs to align the app with our unique business requirements. The OneMerge team demonstrated remarkable patience and responsiveness in accommodating these customizations. They worked closely with our team to understand our needs and implement tailored solutions that seamlessly integrated with their app. Overall, we’re highly satisfied with our experience with the application and commend the OneMerge team for their professionalism and commitment to customer satisfaction.”

 

Life changer app and perfect support!

Salesforce AgentExchange

“The app is just the perfect feature to manage duplicate leads, saves us so much time and money. Have to say that I had never get such a responsive support that I’ve got here. They answer emails fast, schedule meetings to solve issues and help with any question you have, and all this even with the free version (we tried first the free version and now bought the license for full version). 100% worth it! Thank you so much, guys!”

Easiest Way to Remove Duplicates

Salesforce AgentExchange

“We’ve always had an issue staying on top of our duplicates. OneMerge Free Edition helps us stay on top of duplicate management by leveraging the Salesforce native Matching Rules and Duplicate Rules. OneMerge provides great documentation for how to set up the auto-merge process. Within minutes, we had scheduled our first job and through the OneMerge Dashboard (super cool Salesforce dashboard that comes with the package!), we saw just how many duplicates had been merged and what matching rule had detected them. If you are looking for an easy to set up, free auto-merging duplicate tool, I’d highly recommend OneMerge Free Edition!”

Industry Success Stories

Retail Industry


Business Sector – Luxury Retail
 

Scope – Specifically wanted reparenting of child records to the Master Record after merging Duplicate Records.  

Function – To Merge Duplicate Records as identified by Salesforce and provide an accurate Master Customer Record with up-to-date contact information.

Non-Profit Organisations


Business Sector – Multiple Non-Profit Organisations

Scope – Create a single Master Record with accurate data for Donor’s and Suppliers.

Function – Merging duplicate records provided a clear and concise view for marketing purposes.

Professional Sport

 

Business Sector – Professional Sport

Scope – Collate duplicate Supplier and Fan database information into one single Customer Record.

Function – To provide a clear picture of each fan’s relationship with the club.

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