Data Quality Management

Ensure Data Quality and Banish Duplicate Records

Maintaining data quality is critical, especially when the information in question has to do with customers and prospects. With Salesforce, you can be certain your customer database has valid data and is free of duplicate contacts, accounts, and leads.

Account Merge Utility

Easily merge duplicate accounts, combining the data from each record along with all associated activities and other information.

Contact Merge Utility

De-duplicate repeated contacts and merge selected fields from each contact to create a single, accurate record for each unique contact.

Lead Search and Merge Utility

Search for duplicate lead records and merge the data in both records with a click, or merge a lead with an existing account or contact.

Data Validation

Enforce business policies and capture the right information with data entry validation rules and custom error text.

Single or Mass Contact Updates

Users have the option of sending an information update request to a single customer or to an entire list of contacts at once.

HTML Email Requests

Requests for updated contact information are sent as professionally formatted HTML emails that include a note from the rep and the contact's most recently updated information.

One-Click Data Upload

Contacts can confirm or update their contact data and submit them with one click. The Salesforce user receives the information and can edit it before saving the revised data back to Salesforce.

Track Update Requests

To avoid sending update requests too frequently to the same contact, keep track of update requests using a new standard view in Salesforce.