TL;DR: This chapter will guide you in selecting the right premium Salesforce data quality solution. Key factors to consider include native integration, scalability, data quality features, customization, reporting and analytics capabilities, security and compliance. We also check out some case studies from Plauti customers, highlighting how Plauti solutions addressed challenges for companies like Seamless.AI and Booksy.
How do you choose the best data management solutions for your Salesforce org? While we can’t go over every aspect of every possible feature, we can give you a solid framework in which to base your analysis and help you get closer to your conclusion. Let’s look at some of the most important things you should consider when shopping for your perfect Salesforce data quality solution. We’ll end off by checking out some case studies showcasing success from premium solutions.
SOME TIP: Look for tools that mention the ability to work with Large Data Volumes (LDV) and robust architecture capable of handling the expected data load. Also, remember that most solutions will charge a cost PER user seat / license to access their tool. If you plan on a wide adoption of a solution, bear that in mind, as the cost can rack up. All Plauti solutions have no cap on users.
It’s time to share some success stories about how focusing on data management for Salesforce can have a proven positive impact on overall business objectives. These are a collection of stories from Plauti customers, highlighting how Plauti Data Management solutions helped them overcome the challenges they faced in their Salesforce data.
Seamless.AI and Salesforce form an ideal partnership for boosting sales. While Salesforce has effectively handled the management of Seamless.AI's contacts, accounts, and cases, the Seamless team encountered two fresh challenges as the company expanded. Specifically, the issues revolved around duplicate data and the manual merging process within Salesforce. The default merge feature in Salesforce presented a limitation, as it could only merge up to three records. Consequently, Seamless' Revenue Operations team found themselves grappling with a troublesome accumulation of duplicate data, leading to significant time wastage on the cumbersome task of manual merging.
After doing some investigating, Plauti Duplicate Check emerged as the ultimate solution to Seamless.AI's duplicate data challenges. Duplicate Check empowered Seamless.AI to centralize customer data seamlessly and automate the merging process for contacts, accounts, and cases. Now, the Seamless.AI team can effortlessly merge cases by selecting the desired ones in a related list, clicking merge, and allowing the system to handle the consolidation automatically. The native integration of Duplicate Check with Salesforce eliminated the need for third-party integrations, simplifying usage and minimizing the risk of data inconsistencies. Thanks to Duplicate Check, Seamless.AI can consistently uphold data cleanliness by running weekly merges or utilizing merge actions directly on record pages.
“ When we implemented Plauti, it worked perfectly. I can tell you, for the support team, merging contacts has gone from a five-minute process down to a 30-second one. ”Shaya Silvers Salesforce Credited Administrator, Seamless.AI
Next, we’re taking a look at Booksy, a prominent beauty marketplace who faced challenges with fragmented and duplicated customer data affecting their customer journey and sales productivity. They adopted Salesforce Sales Cloud and Service Cloud to enable an omnichannel approach, but diverse entry points for customer interaction led to multiple, disjointed customer records.
Their Salesforce instance suffered from duplicate records due to various sources of leads and interactions, resulting in wasted resources and suboptimal customer experiences. Booksy sought a solution to unify and deduplicate customer data within Salesforce and found Plauti. Plauti's data management solution enabled real-time deduplication and consolidation, utilizing scenarios to define matching rules and merge settings tailored to Booksy's business needs.
The implementation of Plauti's solution streamlined Booksy's customer journey by ensuring a personalized and smooth experience for merchants. It significantly reduced duplicate data, improving sales productivity and accuracy in commission assignments. With clean and consolidated data, Booksy achieved its goal of delivering a unified customer experience and optimizing sales operations.
The merge rules and scenario functionality provided by Plauti were hailed as game-changers, offering convenience and customization without requiring extensive coding. Booksy also benefited from automation, reducing manual processing and enhancing efficiency in handling data.
“ Although this omnichannel approach brings initial convenience for leads and merchants, those various sources of leads and multiple ways of interacting with Booksy also translated into the loss of a single customer view. (Jakub Klimaszewski, Global Salesforce Manager @ Booksy) ”Jakub Klimaszewski Global Salesforce Manager at Booksy
A lot of Salesforce solutions claim to be native, but how true is that? In the next chapter, we’ll be looking at what native vs non-native Salesforce 3rd party solutions. What ties them together, and what separates them. We’ll help you in selecting criteria that will aid you in discerning between these different solutions, as well as how you can make sure an application is in fact native.