What is Merge?
Pros from reviewers
-
Efficient Organization: Astrea's Case Merge software simplifies the process of organizing workspaces, allowing users and remote employees to quickly access crucial business information
-
Increased Productivity: Despite requiring an initial time investment for integration and training, the software increases productivity by merging split emails into a single unified message, reducing clutter and ensuring all messages related to a specific topic are in one place
-
Beneficial Features: The software's ability to merge cases, a feature not built-in to Salesforce, is a significant advantage, and the added ability to search by Contact is very useful for quickly checking for duplicates.
-
Effective Case Management: The software has the ability to merge duplicate cases into a master case, which is crucial for effective case management
-
Improved Functionality: Astrea is responsive to feedback and has made improvements to the software, including a proper merge function that outperforms other similar apps
Cons from reviewers
-
Initial time investment: The software requires an initial time investment for proper integration and training, which can be a drawback for some users
-
Update issues: There have been instances where the software did not function properly due to a lack of updates, causing disruption in the merging process
-
Limited search criteria: The software only finds duplicates based on the subject, which sometimes requires additional case editing to match duplicates
-
Incomplete delete function: The software allows merging of all attachments and emails to any case, but it does not manage the merged out cases, leaving some users unsatisfied
-
Clumsy search function: The search function was initially clumsy and could be improved by including the account against the contact for easier identification of contacts or person accounts.
Main features
Starting Price
Free Plan
Easy onboarding
Bi-directional flow
One data model
Custom fields
Integrations management
Starting Price
N/A
Free Plan
No
Easy onboarding
Bi-directional flow
One data model
Custom fields
Integrations management
How Merge compare to similar software?
Product
Price
N/A
Free plan
No
Main features
Pros
Cons
Alternatives
Deal
No available deal at the moment
Who is Merge best for according to our reviewers?
Remote Employees: These users can benefit from the software's ability to organize their workspaces and decrease the steps needed to quickly access crucial business information
Email to Case Users: The software is an excellent add-on for anyone using Email to Case, despite some limitations in terms of search criteria, it's easy to set up and use, and Astrea is responsive to feedback and has made improvements to the app
Salesforce Case Managers: The capacity to merge cases, which wasn't a built-in feature for Salesforce, is a significant advantage for these users, especially with the added ability to search by Contact, which can help in quickly checking for duplicates.
Business Managers: They can value its ability to merge duplicate cases into a master case, crucial for efficient case management and reducing redundancy
Salesforce Users: The software operates smoothly in non-standard Salesforce operating environments, assisting in merging split emails into a single unified message, reducing clutter and ensuring all messages related to a specific topic are in one place
Merge Reviews
4.4
Merge rating
4.5
Ease of use
4.6
Customer service
4.4
Value for money
4.0
Likelihood to recommend
4.5
Features
14 Merge Reviews
-
Eric E
Efficient Elimination of Errors: Comprehensive and User-Friendly Training Resources
it has eliminated errors that were common when we were doing this task manually. The training resources provided by the company are comprehensive and easy to understand
July 8, 2024
-
Jeremy Smith
Unmatched Customization and Data Merging Accuracy: A Review
I can customize it to suit my specific needs. The software's accuracy in merging data is unparalleled
June 29, 2024
-
Mirabel G
Efficient Automation and Support Services.
it has saved me countless hours of manual work. The customer support team is responsive and helpful, always ready to assist with any queries or issues
June 25, 2024
-
Corbin G
Enhanced Efficiency and Unmatched Flexibility: A Review of merge.software's Latest Update
the latest update has made the software even more efficient. The flexibility of merge.software is one of its best features
June 18, 2024
-
Wren M
Exploring Salesforce's Case Merge Capabilities
This software has been incredibly beneficial for me. I'm currently trialing the new Case Merge BETA that was launched in Summer 19, but I'm also using it in conjunction with the older version until I'm sure it's the better choice. The capacity to merge cases, which wasn't a built-in feature for Salesforce, is a significant advantage. I didn't like the workaround of relating to other cases, so I chose Astrea Case Merge instead. The search function was a bit clumsy at first. The added ability to search by Contact is very useful, but it would be even better if the account against the contact could be included. I use persona accounts and having the account name could help me identify if it's a contact or person account. It might be helpful to automatically pull the contact name if it's available on the case to quickly check for duplicates. Instead of individual statuses, a Closed/Open checkbox could be included to quickly display only open or closed cases. I opted for Ast.
June 8, 2024
-
Sarah Martinez
Efficient Assistance and Reasonable Pricing: A Review
they helped me get up to speed quickly. Lastly, the pricing is reasonable considering the value it provides
June 2, 2024
-
Carolyn Williams
Efficient Data Merging with Complex Structures
I was able to merge several large datasets in a matter of minutes. The software's ability to handle complex data structures is commendable
May 26, 2024
-
Deborah R
Efficient Data Management with Merge Software
I've been using merge.software for several months now and it has significantly streamlined our data management processes. The speed at which it operates is truly impressive
May 18, 2024
-
Hannah F
Efficient Data Integration with Intuitive UI.
its ability to seamlessly combine data from different sources has greatly improved our efficiency. The user interface is intuitive and easy to navigate, making the process of merging data a breeze
May 11, 2024
-
Anna Smith
Sharing My Experience with Case Merge Software
So far, I am satisfied and comfortable with my team using Case Merge. It's the best app for our business needs. I especially value its ability to merge duplicate cases into a master case. For example, if a master case is closed and there are two duplicate cases, I can merge the open and closed cases with the same issue into one case. Case Merge is crucial in this scenario. However, I once faced a problem when there was no update and I was unaware of it. Whenever I tried to merge cases, the app wouldn't function and the debug logs on the backend didn't indicate the problem. I contacted the support team and they identified the issue and updated my version of Case Merge. After testing, the issue was resolved.
May 5, 2024
-
Lauren Johnson
Prompt Resolution and Commitment to Excellence: A Software Review
I had a minor issue with the software and they resolved it promptly. The regular updates and improvements show that the developers are committed to providing a top-notch product
April 30, 2024
-
George Williams
Merge.software: A Game-Changer for My Business
I have found merge.software to be an incredibly useful tool for my business
April 22, 2024
-
Jacqueline R
Some Features Fall Short, Yet Best Choice Currently Available
The Case Merge app outperforms other similar apps, which are usually subpar. However, it doesn't completely satisfy our requirements because the delete function doesn't work. It allows us to merge all attachments and emails to any case, but it doesn't manage the "merged out" cases.
April 14, 2024
-
William W
Effortless and Highly Effective Duplicate Merging App
I initially downloaded the merge app some time ago and noticed that it didn't actually merge cases, but only related them. I gave this feedback to Astrea and they released a new version that does a proper merge, which I think is fantastic. For a free app, I consider this one of the best add-ons for anyone using Email to Case. It does have some limitations in terms of search criteria, but nothing that can't be fixed during the case merge. It's easy to set up and use, works very well, and Astrea is responsive to feedback and has made improvements to the app. It's free! However, it only finds duplicates based on the subject, so sometimes it requires a bit of case editing to match duplicates.
April 13, 2024