Customer Merge

monitors with customer merge screenshot

Your DMS should be the system of record where employees can trust that the data is always clean, accurate and up to date. To help you ensure data integrity in the system, VUE DMS rolled out the customer merge feature to reduce duplicate records efficiently.

This feature allows you to manually select two entries and quickly consolidate them. This merge can be done with customer or vendor records. The process is simple, but the benefits are significant.

Accurate records and
data on customers

Better prospecting and
marketing opportunities

More personalized and
efficient sales process

Greater opportunities for
cross-selling and/or
upselling

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