Nothing can put a bigger dent in the reliability and usability of your Salesforce data faster than duplicate, incomplete, inaccurate and out-of-date information. Luckily as a Salesforce user or admin, you have many options when it comes to a data cleansing app, but not all are created equally. Make sure the tool you invest in not only eliminates and prevents duplicate records, but also includes other data quality functions.

1. Go Beyond Deduping to
BOOST YOUR DATA
How a Data Cleansing App Can
Enhance Your Salesforce® Org

2. Nothing puts a bigger dent in the reliability
and usability of your Salesforce ®
org faster than duplicate, incomplete,
inaccurate and out-of-date information.

3. As a Salesforce user
or admin, you have
many options when it
comes to a data
cleansing app, but not
all are created
equally.

4. Make sure the tool you
invest in not only
eliminates and
prevents duplicate
records, but also
includes these data
quality functions.

5. BUILD CONSISTENT & COMPLETE
RECORDS BY FILLING IN MISSING INFO
Use a data cleansing app that can
easily find records with missing
information and update those fields
for more complete records.
For example, find contact records
that are missing address
information — update those
records, delete them, or tag
them so they’re not included
in direct mailing campaigns.


6. IMPROVE EMAIL MARKETING
EFFORTS
Inactive records tend to have
outdated email addresses which
cause high bounce rates, increase
your risk of being blacklisted, and
attribute to inaccurate performance
measurements.
Plus, if the inactive leads are simply
not interested, marketing to them
has the potential of damaging your
brand’s reputation.

Get rid of stale, inactive records
which have a negative impact on
email marketing by deleting them
in bulk.

7. REASSIGN RECORDS AND
OWNERSHIP
If a user has left your company or if there’s any restructuring among
record owners, you need a way to easily update and reassign records
to a new owner. Although Salesforce allows you to bulk update and
reassign ownership on leads and accounts, it does not
give you the ability to do this on contacts.
Being able to reassign leads, contacts,
and accounts using a data cleansing app
streamlines the process that would
normally generate an error with no
quick way to solve it in Salesforce.


8. TRANSFER LEADS TO
CORRESPONDING ACCOUNTS
Make sure the tool you’re using keeps notes and
attachments intact, and gives you the ability to set
opportunities, tasks, campaigns, and assign ownership.

A lot of Salesforce users find that they need a way to
quickly and easily identify lead records for which there are
already accounts and mass convert those leads into
contacts for cleaner segmenting of marketing and sales
efforts. A data cleansing app can help you do this.

9. POPULATE NEW FIELD VALUES
If you’ve added a new field to your org, such as a newsletter
subscription check box, the new field value can be populated
across a group of records in seconds using the update feature of
your data cleansing tool.

10. UPLOAD NEW RECORDS IN BULK
A common problem that many users have is
loading new records to Salesforce or updating
existing data without creating duplicates.
A data cleansing app with an import feature
will help with this and should also allow you to
attach the records to a campaign, add a note
in Salesforce, apply lead assignment rules, and
reassign ownership or record types.

11. GET TO KNOW YOUR PROSPECTS
AND TARGET MARKET
Some data cleansing tools come equipped
with geocoding features. Geocoding helps
you better segment and categorize
prospects using geographic, demographic,
and political parameters.
With more prospect information you’ll be
able to tell precisely where your business is
coming from for better targeted
marketing and balancing territory
assignments among sales teams.

12. VALIDATE AND STANDARDIZE
ADDRESSES
Does your data cleansing tool validate and standardize
addresses? Having verified mailing addresses helps to
save money on postage by eliminating undeliverable or
incorrect addresses. Standardized addresses
also see faster shipping times, so you can
reduce shipping delays and get products
to clients quicker.
A data cleansing app that verifies
addresses can also help to correct
misspellings and fill in blanks where
data is missing, like city or zip code.

13. SAVE STORAGE SPACE
To save space and reduce the cost of your
Salesforce instance, delete inactive and
fruitless records. Get rid of those without
any activity within a certain time period, or
records that have no phone number or email.
Without a means to contact the prospect or
customer, there is no need to keep them in
your database.

14. ENSURE SECURITY AND
COMPLIANCE
Due to legal regulations some companies
are required to keep data for a specified
period of time.
After a certain time period the data should
be deleted as soon as legally allowed to
prevent its use in litigation, audits, or other
investigations.

15. REAL-TIME DATA HEALTH
ANALYSIS
The best data cleansing apps allow you
to monitor how many duplicate
records are in your org at all times
which is a clue to the health of your
data. In addition, a clean database
requires ongoing maintenance, not just
a one-time initial scan.
Having a cleansing app with
automation and scheduling features
will help with the continual
management of your data.

16. Accomplish all of this and more with
Cloudingo. Find out in minutes how
healthy your Salesforce® org is and get
on your way to dupe-free, clean data.
UNLOCK CLEAN DATA
Start a free trial! Visit cloudingo.com/trynow