new feature

Welcome to the ActivePrime Blog

In our blog, you’ll find helpful and informative posts dedicated to improving CRM performance and usability. Our topics include deep dives on the technical aspects of CRMs like searching and data quality. You’ll also find insightful posts about user productivity and adoption.

ActivePrime is Pleased to Announce the Newest Release of CleanCRM

ActivePrime is Pleased to Announce the Newest Release of CleanCRM

MOUNTAIN VIEW, CA - May 29, 2014 -- We are excited to announce two new features in CleanCRM that are designed to ease administrative tasks:

1. The ability to use an external CSV list of record IDs to dedupe your CRM. 2. The ability to concatenate the data in specific fields for duplicate sets.

External Record IDs The ability to use an external list of record IDs as the list to dedupe is our first new feature. You can create lists or reports based on sophisticated filters and export them as a CSV. Then, simply point CleanCRM to the file. The benefits to this approach include the flexibility to work outside of your CRM for list modification, improved list access, and the circumvention of public list creation to keep your lists private.

Featured Feature - Update CRM Fields

Featured Feature - Update CRM Fields

No more support tickets! Our featured feature this week is in CleanCRM. Update CRM Fields is found in the Options menu of CleanCRM, and it is a brand new feature that will provides instant results when you customize your CRM.

When you customize or rename fields and record types, you used to have to submit a support ticket in order to see the changes reflected in CleanCRM. Now, you just have to click one link!

Featured Feature - Scheduler

Featured Feature - Scheduler

Tired of waiting for CleanCRM to read your records?Want a “set it and forget it” way to merge your processed duplicates? Would you like to schedule an automatic scan for duplicates every week?

You asked for it - You got it! Clean CRM’s New Feature - The Scheduler

Scheduler is a great tool for Admins who don’t want to use up web service requests during peak hours. Scheduler allows you to schedule a scan at a time of your choosing - overnight, weekends, early morning. Once the process is run, you’ll get an email notification, and the list of duplicates will be waiting for your review. Once you’ve processed them, you can schedule the merge process as well.

Featured Feature - Statistics

Featured Feature - Statistics

Our featured feature this week is Statistics in CleanCRM. Statistics is found in the CleanCRM menu between Settings and Dedupe. The Statistics feature is more than just an overview of your merge results - it can paint a very compelling picture for management.