Salesforce Data Quality Solutions

Transcription

1 Become a Data Quality SUPERHERO with Salesforce Data Quality Solutions Thousands of customers worldwide know CRMfusion, Inc. sets the industry standard for data quality software tools for Salesforce CRM and the Force.com platform. CRMfusion, Inc. is an independent software vendor based outside Toronto, Canada and has developed proprietary data quality software products aimed at solving both the data cleaning requirements and the need for data quality protection for Salesforce customers. The Salesforce Administrator s Data Quality Power Toolset remove duplicates, cleanse, standardize and more. Real-time de-duplication running within Salesforce avoid duplicates as they are created. The ultimate tool to import lists, de-duplicate against existing Leads, Contacts, Accounts and more.

2 Introduction to DemandTools DemandTools is an enterprise strength data quality and cleansing tool for Salesforce administrators. With thousands of clients in some of the most sophisticated salesforce.com centric customer sites, DemandTools has proven successful and affordable for over 5000 administrators in more than 15 countries since DemandTools features the Single Table Deduplicator DemandTools is a complete suite of administrative data quality modules designed to make your Salesforce database more accurate, up to date & useful for your organization. Product Overview DemandTools is a client-based application that Salesforce administrator s install on their Microsoft Windows computer. DemandTools provides a secure, compressed and direct connection to your Salesforce data enabling you to gain complete and full access in the Unlimited, Enterprise or Professional versions. Built upon this platform, DemandTools is a suite of data quality modules for performing daily administrative data tasks such as: Mass import, export, update, delete or backup your Salesforce data to and from a variety of advanced file formats. Industrial strength, 100% customizable deduplication of data from within any database table inside Salesforce, even multi-object deduplication tools. Multi-table mass data manipulation and standardization of Salesforce objects. Discovery tools to cross reference between Salesforce tables and other data sources. Easily mass reassign ownership of objects and sub objects

3 The Salesforce Administrators POWER TOOLSET Cleanse, Standardize & More! DemandTools Modules MassImpact The MassImpact module is a multi-table data manipulation tool that allows the administrator to develop and maintain data standards by developing corrective actions to common data quality issues. It could be used, for example, to take all Accounts from Texas and change the state to TX. MassEffect The MassEffect module is the ultimate Salesforce data loader, data exporter, updater and mass record delete tool. With full support for advanced file formats using standard or Bulk API. New operations now available including upsert, hard delete, undelete and export records including history tables. ReassignOwnership The Mass Ownership Reassign module adds the ability to mass transfer the ownership of any object in Salesforce and its related sub objects in a single process. The module also includes options for selecting which sub objects to reassign, creating tasks directly on objects to track changes and reviewing the results grid. PowerGrid PowerGrid is a spreadsheet like data canvas connected directly to your Salesforce data. Users use standard spreadsheet functions combined with advanced data quality components to quickly make ad hoc changes to Salesforce. MassBackup The DemandTools MassBackup module allows the user to create an automatic MDB (Microsoft Access) backup of their Salesforce data on their local computer. BulkBackup BulkBackup adds enterprise backup strength to the lighter weight MassBackup module. BulkBackup uses the Salesforce Bulk API for more efficient data flow. Single Table Deduplication The Single Table Deduplication module is capable of finding and merging all types of Salesforce duplicate objects even custom objects. The module allows for 100% control of how the duplicates are identified and multiple different methods to merge the records between a fully manual Custom Merge or use advanced record selection rules. Lead2ContactDedupe The Lead2Contact Dedupe tool allows DemandTools customers to find duplicates which exist between Leads and Contacts and convert the Leads to the matching Contact. Lead2AccountDedupe The Lead2Account Dedupe tool allows DemandTools customers to find duplicates, which exist between Leads and Accounts, and converts the Leads to a new Contact in the appropriate Account. Find/Report IDs The Find/Report IDs module is a tool capable of comparing an external data source (XLS, MDB, CSV, and UDL) to ANY information in Salesforce. The Find/ Report IDs module will do the custom comparison and develop a results file showing which objects matched and their location of where they are by object ID. MassLeadConvert MassLeadConvert is a quick and easy way to select (using custom criteria) a large volume of Leads and have them automatically converted. During the conversion, MassLeadConvert can tweak ownerships and create opportunities as desired.

4 Introduction to DupeBlocker DupeBlocker is a 100% Force.com developed application designed to prevent duplicate records from entering your Salesforce database. DupeBlocker is installed directly into your Salesforce instance by your Salesforce Administrator and once deployed will automatically check every record inserted or updated based on all active scenarios for duplicates, in real-time. Administrators can choose to use the prebuilt scenarios or create custom scenarios to fit your specific data needs (pre-built scenarios can also be modified). When designing the scenario the administrator is given a variety of different options, such as blocking the record from entering the database, DupeBlocker showing the 10 default deployed scenarios and a duplicate warning dialog box allowing the record to enter but sending a notification message (via a Salesforce Task) to the user or to the administrator that a potential duplicate was created. DupeBlocker also has the ability to perform automatic merges and automatic conversions based upon custom settings. DupeBlocker uses the same advanced matching algorithms as our other products DemandTools and PeopleImport. We provide specialized tools for matching account names, first names, addresses, phone numbers, etc. These techniques can be combined with our fuzzy (phonetics), transpositional and data cleaning algorithms in order to find the highest percentage of potential duplicates. DupeBlocker works directly within Salesforce and is constantly monitoring for duplicates. Each time a duplicate record is entered, it is either blocked or a Duplicate Warning object is created, depending on the selections in the scenario. These custom objects are reportable and DupeBlocker even ships with dashboards to track scenario effectiveness. The dashboards also report who or what is creating the duplicates and how many have been blocked and or merged as result of each DupeBlocker scenario. DupeBlocker is configurable such that if a Duplicate Warning object is created a Salesforce Task can also be created for either the end user or the administrator. When these Tasks are assigned to the end user that created the duplicate, it is very easy for the end user to explore the potential duplicates that were found. After exploring and verifying the end user can be given the capability to merge the records in the custom DupeBlocker merge and convert tool.

5 REAL TIME DE-DUPLICATION Running within Salesforce. Avoid Duplicates Across ALL Objects. The DupeBlocker end users merge/convert tool DupeBlocker showing list of Duplicate Warnings Building a DupeBlocker scenario DupeBlocker dashboard showing sources of duplicates and scenario effectiveness

6 Introduction to PeopleImport One of the greatest challenges facing many Salesforce customers is how to import and process large lists of Contact/Lead data relative to the data already inside their Salesforce databases. For example, when returning from a large tradeshow with a list of a few thousand attendees, how do they get loaded into Salesforce? Are some of them already in the system as a Lead or as a Contact? Won t importing create duplicates? Not with PeopleImport. PeopleImport has been designed to solve these issues, as well as addressing the marketing tasks and campaigning requirements also associated with lists of people based data. Administrators can develop import mappings and dedupe rules for marketing users with PeopleImport Product Overview PeopleImport has been designed to be the professional AND cost effective way to import Leads, Accounts and Contacts into Salesforce responsibly. PeopleImport is a standalone Windows based application available to any Salesforce Professional, Enterprise or Unlimited customer; administrators and non-administrators alike can use PeopleImport. PeopleImport provides an alternative to importing data through the user interface. The normal multi-process job of list importing/deduplicating/tasking and campaign linking is condensed into one single easy operation. PeopleImport brings the following capabilities to Salesforce clients: Ability to import records in a single pass, effecting Leads, Contacts and Accounts. At the same time create all the required Tasks to properly record the post import activities, including attaching the appropriate campaigns. Administrators can set-up import scenarios and distribute to other users, maintaining control on how data is imported.

7 THE ULTIMATE TOOL TO IMPORT LISTS De-duplicate Against Existing Leads, Contacts & Accounts. The PeopleImport Process Screen #1 Defining Mappings Because PeopleImport has the ability to import into both Leads and Contacts at the same time, the incoming data source (XLS, MDB, CSV or Queue) can be mapped to the Contact and/or to the Lead table. Most customers would map to both Leads and Contacts, in addition to the mapping you also specify mapping conditions (when to insert, when to update etc.) Screen #2 Deciding What to Compare Against Deciding which Leads and which Contacts the incoming data should be compared against. To support the largest of customers PeopleImport allows you to decide which Leads and which Contacts the incoming data will be compared against. Screen #3 & #4 Comparison Criteria Step 3 is where the user configures PeopleImport to perform multiple custom comparisons between the incoming data and the data in Salesforce. Different passes against the Lead and Contact/Account (using CRMfusion matching algorithms) are possible and along each matching step there is the ability to create events and campaign linkages. Screen #5 Results In step 5 PeopleImport gives you a row by row preview of what will happen to the new incoming data. What will be inserted and what records will be updated. After reviewing all the results the user simply selects to import the records. The inserts, updates to both Leads, Contacts and Accounts are done as well as the creation of the Campaign links and Events and Tasks.

8 Pricing & Download Information DemandTools DemandTools pricing is scalable based upon the size of your Salesforce installation, the base price is $5000/year with significant discounts for salesforce.com customer installations of less than 100 users (for example, a 20 seat Salesforce customer can use DemandTools for only $1000 per year (80% discount). DupeBlocker DupeBlocker pricing is scalable based upon the size of your Salesforce installation. Price is calculated as $500 + ($10 x total Salesforce users) per year to a maximum $5000 per Salesforce database. PeopleImport PeopleImport is sold on a per user per year basis. Each PeopleImport user pays $995 per year for PeopleImport with the price including upgrades and support. DemandTools includes one complimentary copy of PeopleImport. Free downloads are available for all CRMfusion products at or the AppExchange. Please contact sales@crmfusion.com for more information or visit CRMfusion Inc. 14 Wolford Court Keswick ON L4P 0B1 Canada Sales and Support Hotline Development/Support and Administration Phone: Fax: Addresses sales@crmfusion.com support@crmfusion.com