
Case studies
How Xerox Improved Global Data Integrity in Salesforce
Xerox's global CRM team cleaned up cross-team duplicate records in Salesforce, then added prevention so marketing targeting and client reporting stay accurate as the company scales.

Unverified emails and phone numbers captured during support or sales chats don't just cause minor inconvenience. They trigger bounced messages, missed revenue, compliance exposure, and expensive fire-drill fixes across your stack. Here's how to catch bad data at the point of capture, with real-time verification built into agent chat.
Picture this: a customer places a $500 order and gives their email as "[email protected]" during a chat. They never get an order confirmation. Three days later they call, furious, to complain about poor service. Meanwhile your automated shipping updates are bouncing, your follow-up surveys never reach real customers, and your team spends the day firefighting instead of selling.
Typos like "gnail.com," throwaway addresses, and role-based inboxes (support@, info@) all create contacts you can't reach. In live chat these errors slip through fast, and they compound into undelivered confirmations and follow-ups while real customers wait.
Spam and fraud make it worse. Bad actors exploit trial offers and discount codes with disposable addresses to dodge detection, inflating your contact volume with fake data and driving up bounce rates. Once your email provider sees consistent bounces from your domain, legitimate messages start landing in spam folders too, hurting reach even to genuine customers.
Missing country codes, wrong formats, and reassigned numbers cause failed calls and messages. Without E.164 standardization and reachability checks, phone-based workflows break: delivery notifications, two-factor codes, and support callbacks all suffer. In healthcare, an appointment reminder sent to a reassigned number can expose protected health information to a stranger, a real HIPAA compliance risk.
Every failed message becomes a follow-up ticket, an escalation, or a compliance review. Admins and CX teams end up as the default troubleshooters, pulling time away from service and growth.

Address errors cause failed deliveries and wasted field visits. The United States Postal Service reports significant volumes of Undeliverable-As-Addressed (UAA) mail every year, most of it avoidable with address validation at the point of capture.
Plauti can normalize address fields, verify them against postal authorities such as USPS, enrich them with missing elements like ZIP+4, and log a confidence score on each record. Nonprofits lose donor dollars every time a mailer bounces because a postal address was wrong; USPS says standardized validation at capture is what brings UAA rates down.
Verification needs to be instant, guided, and audit-ready, built directly into the chat experience, whether the agent is a person or an AI system.
Here's what that looks like in practice:
This is what validating at entry looks like for agent chat: proactive, configurable checks that run inside the conversation, covering deliverability, spam, formatting, and country codes, and that write an audit trail as they go. Only trusted, standardized records reach your CRM.

Real-time verification pays back quickly. Teams that adopt it typically see:
Plauti customers report improvements like these:
Tie these outcomes to your own numbers: bounce reduction multiplied by revenue per message, agent minutes saved multiplied by hourly cost, and conversion uplift multiplied by average order value.
In support workflows, verification makes sure order updates and RMA instructions reach the right inbox or number, cutting repeat contacts and time to resolution.
Real-time verification in chat is just the start. Your existing records, historical contacts, imported data, and anything that bypassed chat altogether still need attention.
Plauti handles both sides of this: real-time verification in chat, and ongoing verification across every record in your org. That covers everything from initial capture through long-term CRM maintenance, configured to work non-disruptively, guiding agents toward correct input and writing verified, audit-ready records into Salesforce.

Case studies
Xerox's global CRM team cleaned up cross-team duplicate records in Salesforce, then added prevention so marketing targeting and client reporting stay accurate as the company scales.

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It prevents downstream problems. Verification stops bad data before it enters your systems, protecting deliverability, compliance, and customer experience.
Syntax, domain and MX records, SMTP reachability, disposable-address detection, spam-trap risk, and audit logging. Together they cut bounces and protect your sender reputation.
No. Well-designed verification speeds up resolution. Micro-prompts in chat fix issues on the spot, which cuts repeat contacts and manual rework later.
Accurate contact data reduces misdirected communications and supports audit readiness, which matters in banking, healthcare, and other compliance-heavy sectors.
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