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Matching Lead Records

Posted on 2007-11-26
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Last Modified: 2010-04-21
This goes back to the age old question, how to match lead records given that users often input names and addresses incorrectly and often times there is no universal ID across divergent systems.

In the way past, i used phone number.  Phone number is awful cause phone numbers can change.  Then i started to use a match code.  I would substring n characters off of name, address, city, zip, etc and see if i could match.  That works fairly well.

Now i'm thinking about going to a soundex match.  

Anyone got THE best way to match lead records across systems?
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Question by:davidcahan
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Yveau earned 2000 total points
ID: 20349852
... create a single database for lead data and connect to that database from any other database that needs that kind of data ... only store the 'central ID' in all databases.
Not much help right now, but that is the way to do it ...

soundex can help ... however if there are errors in the first character, soundex won't be any help (see code snippet). as the soundex function is mainly based on the first character ...

Hope this helps ...


select soundex('Weststreet 10'), soundex('reststreet 10')
 
-->> Result:
----- -----
W232  R232

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Author Closing Comment

by:davidcahan
ID: 31410963
good advice on soundex
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