Deduplicate and forget

Legacy data cleanup, merging & duplicate prevention in Salesforce

30+ minutes saved per employee per day

Eliminate duplicates
Automate cleanup
No manual work

The bigger the database, the bigger the chaos

Records edited over the years by multiple people, each with their own way of doing things, leading to inconsistencies and errors. That’s why leading enterprises rely on automation to validate, deduplicate, and merge records at scale.

No manual effort, no code needed - just clean, reliable data that drives results across sales, marketing, and customer success.

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The challenge: Duplicates and bad data hurt every team

Duplicate, outdated, and unverified records reduce efficiency and impact teams differently. Without automation, teams waste hours fixing records instead of building relationships and driving revenue - everyday.

  • Sales & RevOps
    • Duplicate leads and accounts cause confusion, slow down the pipeline, and lead to missed revenue opportunities.
    • Sales teams waste time searching for the correct contact information instead of closing deals.

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  • Marketing
  • IT Professionals
  • Customer Success
  • Compliance Professionals
The solution:

Automated deduplication, merging & data Integrity in Salesforce

Step 1: Validate & Standardize data in Salesforce

Step 1: Validate & Standardize data in Salesforce

• Validate email addresses, phone numbers, and postal addresses to reduce bounces and miscommunication.

• Clean up the legacy data and give users the power to enter valid and standardized data in a fraction of the time.

• Prevent incomplete or incorrect records from affecting customer interactions.

Step 2: Identify duplicates

Step 2: Identify duplicates

• Detect and flag duplicate leads and accounts across standard and custom objects.

• Use fuzzy matching and rule-based detection to uncover hidden duplicates.

• Identify duplicates across objects to prevent bad communication.

Step 4: Merge & consolidate

Step 4: Merge & consolidate

• Unify records without losing any data.

• Merge larger gropus, up to 50, bypassing Salesfoce limitations.

• Consolidate duplicate records while keeping all related activities, cases, and history intact.

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Step 3: Prevent future duplicates

Step 3: Prevent future duplicates

• Merge duplicates as they are entering the system – in a millisecond.

• Real-time duplicate prevention alerts users at the point of entry.

• Automated scheduled deduplication keeps your database clean.

Who benefits from this?

  • Sales & RevOps

    Ensure accurate lead-to-account matching with validated and duplicate-free data.
    Save time by eliminating manual record cleanup.

    Guarantee accurate lead-to-account matching by merging duplicate leads and accounts instantly.

  • Marketing
  • IT Professionals
  • Customer Experience
  • Compliance Professionals

Less manual cleanup, more productive teams

No more checking records three times
No more manual cleanup
No more guessing
All in your Salesforce instance

It’s not just about duplicates, it’s about:

• Reliable customer data

• Cost savings via agent productivity gains

• No penalties for noncompliance

• Increased customer satisfaction

When records are verified and deduplicated, every team wins.