Record Matching & Deduplication in Omatic Cloud
The more systems your organization uses, the more opportunities there are for the same supporter to show up twice. With Omatic Cloud, you can catch those duplicates before they reach your CRM, so your team always has one complete, accurate picture of every relationship.
One supporter. One record. No matter how many systems they touch.
Your supporters engage with your organization in more ways than ever. When those engagements come from different platforms, the same person can easily appear as a brand new record in your CRM. Omatic Cloud spots those matches before they become duplicates, accounting for nicknames, address changes, and the subtle differences that cause other tools to miss the connection.
Compatible with Raiser’s Edge NXT, Salesforce, Virtuous, and more, Omatic Cloud was built for the complexity of a real nonprofit tech stack, so your database stays clean and your team always has the full picture of each supporter relationship.”
Keep Your Database Clean, No Matter How Your Supporters Engage
Here’s how nonprofit teams use Omatic Cloud to protect the integrity of their data.
One Record for Every Supporter, Across Every System
When Jane gives through your online giving platform, volunteers through your event tool, and buys tickets through your ticketing system, she should have one record in your CRM, not three. Identify those connections automatically, so every interaction she has with your organization lives in one complete, accurate profile.
Define What a Match Looks Like
Every organization has its own way of identifying supporters. Set your own matching criteria, telling Omatic Cloud exactly what to look for when comparing incoming data against existing records. The result is a deduplication process that reflects how your organization actually works, not a generic standard that misses the nuances of your data.
Review Only the Records That Need Attention
When thousands of records move between systems, you can’t review all of them (nor should you have to). Omatic Cloud automatically flags potential duplicates for your review and surfaces only the ones that need a decision, so your team can focus on the edge cases rather than manually scanning every record.
Avon Old Farms School Fast-tracks Prospect Research and Donor Outreach Using Omatic Cloud
Making this investment in Omatic has given us time back to focus on other projects.
