I'm the new manager of a mid-size Salesforce org for a company that has some presence at industry tradeshows. At the end of each show, there's always a list of leads to be imported into a campaign.
Because of the nature of our business, it's very common that this list contains records for people we already know about in salesforce as leads or contacts, and naturally we'd like to merge new records with existing ones to avoid creating unnecessary duplicates.
How have you been handling this?
I see a few options:
a. importing them all as leads into a campaign and running a de-duping tool (we have Cloudingo) on them, first trying to match to existing contacts, then to leads, finally making new leads
b. using a lead import package like Leadly
c. writing a custom lead import tool using the salesforce enterprise API to implement custom logic (I'm a developer and already work with the API quite a bit)
Thanks! - Andrew