Writing and customer stories on Salesforce and Dynamics 365 data quality — deduplication, validation, routing, and what breaks when data drifts.
Duplicate, incomplete, and outdated Salesforce records create real risk: lost pipeline, compliance exposure, and irreversible data loss. Here are the 10 risks, their causes, and how to reduce them.
WatchBox unified fragmented customer data in Salesforce with Plauti, giving client advisors one trusted view for more personalized service.
Booksy unified fragmented merchant records across Sales Cloud and Service Cloud, cutting duplicate outreach and giving every merchant one dedicated point of contact.
Royal Agricultural University swapped a costly legacy dedupe tool for Plauti, stopping duplicate applicant communications and cleaning up 225,000 records across Salesforce.
Cumberland Mutual unified fragmented policyholder records in Salesforce with Plauti, giving customer service reps and agents a single, trusted view of every customer.
Firma Foreign Exchange's private sharing model in Salesforce kept records secure, but it hid duplicate leads. Plauti let staff spot duplicates without opening up that security.
Fiber Optic Center replaced manual Salesforce duplicate cleanup with automated merging, cutting the time its sales and data quality teams spent combining records by hand.
Diabetes Fonds, a Dutch charity with more than 65,000 Salesforce donor records, uses Plauti to merge duplicates and validate addresses at entry, cutting manual work and marketing costs.
EF Education First creates thousands of new Salesforce leads a day. See how it automated duplicate matching within each of its markets and gave agents live alerts on every record page.
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