“Everyone Just Defaulted to Making Duplicates”: How Defaqto Cleaned Up 20,000 Dynamics 365 CE Accounts
Defaqto removed 20,000+ duplicate accounts and now prevents new ones in real time with Plauti.
- Dynamics 365
- Deduplication
- Data quality
Case studies
How teams running Salesforce and Dynamics 365 cut duplicates, validated at the point of entry, and stopped their automations breaking on bad data.
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713 Hours Saved in 2 Weeks: How Robin Hood Foundation Cleaned a Decade of Duplicates
Robin Hood Foundation identified 2,600 duplicate contact pairs, merged 1,427 in two weeks, and now stops duplicates at the point of entry inside Salesforce Flow.
- Salesforce
- Deduplication
- Automation
How Wedgewood Weddings Cut Duplicate-Merge Time by 93% and Set a Booking Record
Wedgewood Weddings cut duplicate-lead merges from five minutes to 20 seconds and raised contact center capacity 25%, using Salesforce-native tools to get its data ready for AI.
- Data quality
- Deduplication
Roche Diagnostics automates CRM record deduplication
Roche Diagnostics replaced one-by-one manual record merges with rule-based automation, letting global CRM teams run large-scale merges while keeping full control over which data wins.
- Deduplication
- Automation
How Pro Juventute used Plauti to save 5 hours a week and cut costs by 10%, so they could focus on what truly matters: helping children
Pro Juventute, a Swiss children's charity, found and merged 60,000 duplicate Salesforce contacts with Plauti, cutting mailing costs by 10% and saving staff 5 hours a week.
- Salesforce
- Deduplication
- Data quality
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.
- Data quality
- Automation
Vacation Innovations automates lead assignment with Plauti
Vacation Innovations moved off manual Salesforce lead assignment and OmniChannel routing to automated distribution with Plauti, live in two weeks and tied directly into High Velocity Sales cadences.
- Automation
- Lead routing
Booksy solves lead assignment bottlenecks in Salesforce
Booksy grew from 70 to 600+ Salesforce users without adding headcount to manage lead assignment. See how automated routing cut onboarding time from two weeks to minutes.
- Lead routing
- Salesforce
- Automation
How Pavilion cleaned up duplicate member records in Salesforce
Pavilion manages 12,000 members across 100 cities in Salesforce. During a CRM migration it found 6% of active members were duplicates -- and used Plauti to merge them and catch new ones at entry.
- Data quality
- Deduplication
- Salesforce
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