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. Actionable business intelligence derives from accurate and timely information available at the click of a mouse. With Salesforce, you can be sure your customer database has valid data and is free of duplicate contacts, accounts, and leads, so your database marketing activities are based on accurate information.

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

Merge duplicate lead data or merge new leads with existing accounts or contacts using Salesforce's easy lead search and merge utility.

Data Validation

Data quality assurance starts from the very first data entry point. Data entry validation rules and custom error texts enforce business policies and capture the right information for your reps.

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

Send requests for updated contact information with professionally formatted HTML emails that include a note from the rep and the contact's most recent information.

One-Click Data Upload

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

Track Update Requests

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

 
 

Learn More

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