Your data is your most valuable asset! Do you have AWESOME DATA ? AWESOME solutions are not working without the underlying data being reliable, trustworthy, complete and consistent. -And data is rarely is all this…. data is often TERRIBLY AWESOME Quick facts: 88% of...read more
Do you Trust your Data? Question 1: Would you buy a 100.000$ car, if you can’t trust the quality of the petrol you fill it up with? Question 2: Would you implement a high-end marketing automation tool if you can’t trust the data you put into it? While you have no...read more
In an ideal world your should have Reliable data. Complete and Consistent. But reality often shows that it is not. Reliability – or your ability to base your business decision on your data Every day we make decision based on the information our solutions hold about...read more
From down right dirty to sparkling clean in one easy cycle In this Data Quality Case Story article we share some of the thoughts and quotes from an Australian client. A Salesforce client, who no longer trusted their data. Watch the video on youtube to see how we...read more
Customize the Job Title mapping in the Data Laundry In the article: Convert Global Job Titles to Segment-able Job Role and Job Function picklist values we demonstrated the value of being able to actively utilize the job titles in your customer database as a criterion...read more
Convert Global Job Titles to Segment-able Job Role and Job Function picklist values Did your Marketing Manager ever asked you: How many CEO's do we have in our prospect list? -and did you realize that when you created your report and defined the filter for the Job...read more
Dupe Alert Filters and how to use them to match and merge subsets of your account, contact or lead data.
Putting everything into one big black bucket, giving it a stir and see what happens, will not get you the best starting point for a job well done.
DataTrim Dupe Alerts allow you to mass merge 1000’s of duplicates.
If you are having a very large database or if you have migrated data from multiple sources into salesforce, you might find you self with 1000’s of duplicates.
Too many dupes to process one by one, and too important to just delete the dupes in a quick sweep.
To get Clean Data, first you need Data Quality Assessment. Only then can you effectively get Clean Data. If you don't know where you are going, any road will get you there. -Lewis Carroll YOU NEED CLEAN DATA BECAUSE: Lead, Contact or Account assignment by geography...read more
Data Quality and Beyond Now, that you have had a chance to understand, assess and improve your Data Quality, it is time to keep it this way. It is time to make a plan, a Data Management Plan. In the previous articles: Understanding Data Quality (Episode 1) Assessing...read more
What is wrong with the data we do have? Now that you have an idea of how to Assess your Data Quality, you obviously want to make the numbers look better and Improving Data Quality. Let me start by warning you: The road is long, never ending and with a lot of dangers...read more
This Article will describe how you can measure the Data Quality, and how you can use these measures as a guideline for how and where you should improve the Data Quality. After reading our Introduction to Data Quality, you may ask yourself (or maybe your boss will ask...read more
Discover strategies for assessing and improving the quality of your data in Salesforce. Data Quality is Important Inaccurate or incomplete data can lead to 20% stalled productivity, which is one day of work each week. The average company loses 12% of its revenue as a...read more
Breaking your database into smaller parts, will enable you to clean out your duplicates more effectively and getting it right. This is valid for big deduplications, but recommended for any deduplication. Keep reading if you want to know how…read more
List View Merge Buttons You may come across situation where you or end-users comes across duplicates while searching salesforce, and looking at list views. With the List View Merge Buttons for Lead, Contact and Account, you can provide the user with the ability to...read more
Full support for IN operator in the Filter statements Although we already support the entire SOQL language in the filter statements, the IN operator has been supported, to filter on multiple fields. Where Country IN ('USA', 'Canada', 'UK', 'France') But the IN...read more
Fuzzy Logic - Probabilistic Matching - Blocking and Scoring? We are often asked about our technology: Do you use Fuzzy Logic? Are you using Probabilistic Matching? What's your process for Blocking and Scoring? etc. We normally take pride in protecting our end users...read more
You might have realized that matching ALL records EVERY time, isn’t always the optimal way to perform your deduplication. You constantly run into those odd dupes which takes up all your time and prevent you from focusing on the new records you just added, or those...read more
By default, the salesforce merge process takes 2 records; a Master (‘Survivor’) and a Dupe. The selected Master takes priority over the Dupe which means that the following rules are applied: When 2 fields on the 2 records both are populated the value from the Master...read more
If you are using Marketo, you may be levering their Lead Score feature to rank your leads. With the Keep Max Value Merge option, you can now make sure that no matter how 2 leads are merged, you will always keep the highest Leads Score. By default, the salesforce merge...read more