HO Contact Merge Process

‌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:

Step 1: Click on MDM > Contact Master Management > HO Contact Merge

Step 2: Click on "+ Add New" button.

Sept 3: Select the desired Contact Type from the list. (Customer / Supplier / manufacturer)

Step 4: Select the Customer Type.

Step 5: Select the Source Contact.

Step 6: Select the Contact to be Merged.

Step 7: Click on the Add button.

Step 8: 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 customer experience, streamlining operations, and driving business growth.

Limitations:

Outlet backup status will be suspended till the Merge process is completed at the Outlet level.