I’m the VP of marketing, and this tool would be for assisting my team in managing data analysis and tracking sales progress.
We’ve come across the problem where a deal is duplicated (either from not being imported with the correct deal ID, or a sales person created a duplicate), and we are running into double counting deals which falsely inflates our numbers. The solution I’d like to see is similar to how the contacts have a “manage duplicates” feature, but make it for deals if certain fields match or are too similar. For example, the if the deal names are exact matches or contain similar matches, they could be identified as a duplicate, or if a field such as “address” is a match, that could spur it to create a duplicate too.
By adding this feature, we could scrub our deal pipeline the way we’re able to do so with contacts and be sure that we aren’t over/under counting deals that are in the pipeline preparing to close.