What is AutoMerge?

Cross-field detection searches across multiple phone#, email or address fields for duplicates.
Fuzzy (inexact) matching techniques deal with random phone# punctuation, mis/alternate/nickname-spelled names/company names and various address formats.
We start you with some robust yet conservative matching and ranking rules and guide you how to customize the logic to your needs during an onboarding meeting.
Add any OOB or custom fields to your matching/ranking rules.
Manage your analysis-rules (matching/ranking/precision) and analysis-requests by logging into the AutoMerge Management Portal/App with your O365 login.
Duplicate Prevention - Special functionality to link Leads to Accounts and/or Leads to Contacts. Using all the same fuzzy matching techniques. This will prevent the creation of a duplicate Account or Contact in the future if and when that Lead is later qualified.

After an analysis-request completes, you validate tagged duplicates in your CRM before any merging happens.
Our powerful match-precision percentage provides you confidence as to how closely matched each duplicate-set is.
Other command-bar buttons let you ignore record(s), removing them from the duplicate-sets, or on a per-set basis, designate an alternate record as the winner of the eventual AutoMerge operation.

For your Power Users:

The AutoMerge command-bar button can merge many duplicate-sets of any size with a single click. Watch the progress bar as your system gets cleaned up. Or just go do other useful work.
Schedule a mass AutoMerging of duplicate-sets above a pre-determined match-precision by submitting an "AutoMerging" request in the AutoMerge Management Portal
Configure preservation-fields so populated data on a loser is copied to the winner record automatically during merging (when winner field is empty)
Configure append-fields(e.g. description) to append data from loser to winner

And/Or End Users:

Configure the Potential Duplicates Web Resource (grid) some place on your end-user Account, Contact or Lead form. Then during the regular course of their work, an end-user is presented a grid of "potential" duplicates when they open any record of an existing duplicate set. The user can then automerge the set on the fly. This functionality goes way beyond the OOB merge dialog by showing more than 2 records at a time and providing a field-chooser/editor.

During the AutoMerge, related records are moved/repointed to the winner and the loser(s) are deactivated, identical to the out-of-the-box merge wizard except for a few smart enhancements we've added.
Merged/deactivated records are not removed and can be shown inside a subgrid within the remaining active (winner) record. That is until such time you choose to bulk-delete those inactive records to recover the capacity they consume.

What are AutoMerge's benefits?

Your customer service reps will enjoy being able to look up a customer record and only find a single record :-)
Your marketing processes will be more efficient by not targeting the same customer/prospect many times in a single campaign.
You CRM size and corresponding cost will go down when you bulk-delete the automerged (inactive) records.