Frequently Asked Questions

Here are the answers to questions our technophobic moms ask us frequently.

Golden Record is a tool that tells you when records that represent the same thing occur multiple times in your data, whether they are in one, or multiple, data sets. It works even if there is no obvious way to link those records together. For example, Golden Record can tell you if a prospect in your CRM system actually has two records in that system AND is also listed in a spreadsheet as someone who attended your recent golf outing. It’s cloud-based and uses a variety of advanced matching techniques to find the relationships between an unlimited number of databases and files.

Golden Record can work with far more than just data about people. In fact, it can match any kind of data you might need: people, products, locations, facilities… The list is literally endless.

And, using Golden Record’s master data management features, your linkages can be tracked and managed over time.

A Golden Record application is everything needed to address one matching problem:

  • The data sets or tables
  • The Golden Set, or integrated view of all the data
  • The matching rules you define to match all of the data

Example applications might be creating a common view of each customer, identifying the products that appear in multiple catalogs, or figuring out if any voters appear on multiple voter roles.

Each of your source data files, databases, spreadsheets becomes a table when you load it into Golden Record. For example, if you’re using Golden Record to match data from your CRM system, your sales system, a purchased list of customer demographics, and a spreadsheet of prospects invited to a golf outing, each of those data sources represents one table.

You can add and update data in any of your tables over time without creating a new table. In fact, it’s typical for companies to capture changes in their CRM system and then use Golden Record’s API to automatically update the records and matches it’s tracking in real time.

Does your data ever change? Of course it does! People move and change their email addresses. Product managers change product descriptions. New donors are constantly being added to donor management systems.

As opposed to some other matching tools, Golden Record is not a one-and-done solution. If you’d like, it holds your data and lets you access it and even update it over time.  So, when new records come in, Golden Record can tell you if they happen to duplicate records that you already have while it also matches the new ones to data from your other systems. And, if records change, Golden Record recognizes and manages the implications.

Because it captures all of this history, Golden Record can serve as a time machine, showing you what each record looked like at any time in the past.

Want to save yourself some time and money? Of course you do! We can help. For a limited time, match your data for free!

Right now, the Golden Record beta is open to everyone. All we ask is that you give us feedback to help us get better. If you’re interested in trying out Golden Record, please fill out our contact form and we’ll get you set up.