‌The HO contact merge process in Gofrugal HQ aims to consolidate duplicate customer entries within the system. This ensures a clean and accurate master data set, offering several advantages for both the organization and its customers.

Benefits

Improved data accuracy: Merging duplicate contacts eliminates inconsistencies and inaccuracies in customer information. This leads to better reporting, analysis, and customer service experiences.

Enhanced customer experience: By having a single, accurate customer or supplier record, representatives can provide more personalized and efficient service.

Increased sales opportunities: Clean data facilitates targeted marketing campaigns and promotions, potentially leading to increased sales and customer acquisition.

Process outline

Here's a general outline of the HO Contact Merge process in Gofrugal HQ.

1. From your dashboard, click on MDM > Contact Master Management > HO Contact Merge.

2. On the Contact Merge page, click + Add New.

3. On the Add New Merge Contact pop-up, select the desired Contact Type (Customer/Supplier/Manufacturer) and the Customer Type from their respective drop-downs. Enter the Source Contact and the Contact to be Merged in the respective fields. Then, click Add.

4. Click the Bulk Merge button to complete the process.

By following a well-defined HO Contact Merge process, Gofrugal HQ can maintain a clean and accurate customer database, ultimately enhancing the customer experience, streamlining operations, and driving business growth.

Limitations

Outlet backup status will be suspended until the merge process is completed at the outlet level.