Finding data – the not so obvious requirement
Most systems have some sort of search capability that allow users to find data, but most are not based on fuzzy matching. The ability to Search, Find, Look up, etc, are basic expectations of any enterprise system user. Easily obtaining relevant information is, after all, the reason why we all have IT systems.
However ubiquitous, this concept of “finding what you need” is far from flawless. The way in which the search engine compares the words you are looking for against the data that exists in the system will determine the results you obtain. In some cases, you will be presented with a 72-pages list of irrelevant results; in other cases, the result may be zero.
Fuzzy Matching ensures accurate results
In CRM systems, the majority of searches are for people’s names and for companies, which usually translate into Contacts, Leads and Accounts. Finding a name, however, is much more complicated than you might think. Typos, abbreviations, the way words are segmented or the order in which they are typed, are the most common examples of why users can’t find the record they are looking for in their CRM system. In order to find the Roberts & Bobs of this world, or the First Network Communications & 1st Network Comms with one quick search, you need Fuzzy Matching (or a lot of time on your hands to manually go through all the variations of the name you’re looking for).
It may sound like a contradiction but actually, Fuzzy Matching makes your search results a lot more accurate. The algorithms that power the Fuzzy Matching engines are based on human logic, and they reflect the normal mistakes we can all make when typing a person’s name, or a company. As a result, this engine is capable of detecting, not only the records that are a full match to what you’re searching for, but also those that could be what you’re looking for, with real world situations, rather than relying solely on a mathematical matching ratio.
How we use Fuzzy Matching
Both Paribus products rely on the Paribus Matching Engine, which is a set of powerful Fuzzy Matching algorithms tailored to find the person or the company you are looking for.
Paribus Discovery is a data deduping solution. It looks into your database to flag and group all the records that may be a duplicate. The results are presented in a way that makes it easy for you to determine whether or not those results are a duplicate. It goes way beyond matching email addresses, and it puts you in control of the level of automation you want in the deduping process.
Paribus Interactive is a powerful Search and Look Up solution, embedded in Microsoft Dynamics 365. It presents users with the person or company they are looking for, in the context of their daily work – adding an opportunity, creating a case, qualifying a lead, etc. Because it is based on fuzzy matching, it will find the possible matches a lot quicker, therefore improving users’ productivity and preventing duplicate records from being entered. Below is an example of creating a new opportunity.
If you choose one of the contact cards, the information is populated with one click. If you’re not sure which one (if any) to use, you can navigate to the Contact / Lead / Account, and review the results. The information displayed on these “business cards” is configurable.
Both solutions are available for a free trial, with no commitment.