Best Practice, Case Story, DataTrim Data Laundry
From down right dirty to sparkling clean in one easy cycle In this Data Quality Case Story article we share some of the thoughts and quotes from an Australian client. A Salesforce client, who no longer trusted their data. Watch the video on youtube to see how we...
Case Story, DataTrim Entry Check
Being able to prevent duplicates when creating new client records, and at the same time effectively identify if the client is an existing client were the essential requirements for the #2 Car Manufacturer brand in Ireland when they were looking for a simple way of...
Case Story, DataTrim Entry Check
Adopting Entry Check to work with Program Intake… Duplicates enter from many sources and with the power of the salesforce platform you can develop custom entry pages which collect data for the contact but also related data like cases, opportunities etc. from one...
Account Organizer, Case Story, DataTrim Dupe Alerts, How To, News
“Ron Cowan, Zimmer Dental: Data integrity is the ‘elephant in the room’ of all CRM systems. A lack of a global process to reduce duplicate records is a primary reason why many CRM systems fail. If users cannot trust the data, they will stop using the system. ”...
Case Story, DataTrim Entry Check
Dupe Prevention in a market with many account locations Working with large corporations can be challenging when searching and when wanting to create new accounts for new divisions, locations, etc. AZZ|WSI (a specialty repair and overhaul company) were looking for a...
Case Story, DataTrim Entry Check
Preventing duplicates across sharing permissions Using salesforce in organization where the permission to records are limited based on organizational silos, Account Management models etc. can present a challenging when searching and when wanting to create new records....
