Sales & CRM

The same company exists as two CRM accounts

A company exists under two CRM accounts, splitting ownership and sales history.

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From input to review

  1. Required information
  2. What the AI assesses
  3. Your team stays in control
CRM Data Quality & Synchronization →

01 · A practical approach

The Otematik approach

Identify likely matches, compare conflicting fields and submit the merge to a data owner for approval.

02 · From input to review

The workflow

    03 · OTEMATIK AI

    What your team receives

    Deliverable: Correction queue and traceable record changes. Success metric: Incomplete and duplicate record rate.

    Implementation scope and requirements

    Authorization, approval steps and exception owners are agreed with your team during setup.

    Product-wide scope and access conditions

    Implementation is scoped after checking access and data in the customer’s systems; no prebuilt connection is assumed.

    OTEMATIK AI

    Bring this use case into your business.

    Share your current process and requirements. Our team will help define the implementation scope.

    Request a quote and setup →

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