CRMFusion Montreal SFDC User Group
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CRMFusion Montreal SFDC User Group

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CRMFusion explains how their application helps enterprise maintain good data quality.

CRMFusion explains how their application helps enterprise maintain good data quality.

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    CRMFusion Montreal SFDC User Group CRMFusion Montreal SFDC User Group Presentation Transcript

    • Solving Salesforce Data Quality Problems DATA QUALITY SOLUTIONS FOR THE NEXT GENERATION OF ONLINE DATABASES
    • Data Quality Day Agenda
      • Introductions
      • What is bad data?
      • What is the cost of bad data?
      • What can be done proactively to stop bad data?
        • Training and Communication
        • Enforcement
        • Monitoring
      • What can be done to clean data after the fact?
        • Standardize
        • Deduplicate
        • Enrich
      • Who is CRMfusion Inc?
          • - CRMfusion Inc. is both a software developer and services provider singularly focused on data quality solutions.
          • Focused on the hosted (SaaS) database market
          • Company founded in 2000 by 2 former large scale hosted CRM administrators / developers
          • Have worked with more than 2500 firms regarding data quality
      DATA QUALITY SOLUTIONS FOR THE NEXT GENERATION OF ONLINE DATABASES
    • What is Bad Data?
      • What is bad data?
        • Not existing
        • Wrong
        • Inappropriate
        • Duplicate
        • Non conforming
    • Why is Data Quality Important?
      • Poor Data Quality Turns Into:
      • Inaccurate Reporting
      • Time Wasted
      • Lost Money Pursuing Bad Information
      • Kills Users Adoption
      • Bad Forecasting
    • What does Bad Data Cost?
      • Different costs to different People
        • Extra Mailing Costs
        • Returned mail and wasted Marketing
        • Storage Space
        • Lost Leads or Opportunities
        • Bad Decision Making
    • What can be done Proactively?
      • Training and Communication to Staff
      • Enforcement
      • Monitoring
      • Developing a DQ Process
    • Train and make staff DQ Aware Train and Communicate
      • Formal User Training with DQ in mind
      • Naming Conventions for different field types
      • Address Conventions
      • Duplicate Prevention Processes
      • How to use DQ Monitoring tools
      • Data Importing Policies
      • Importance of data quality and how it effects them
    • Enforce Data Quality
      • Required Fields
      • Default Values
      • Field Dependencies
      • Data Validation Rules
      • Workflow Field Updates
      • Web-to-Lead Restrictions
      Enforce – Walk softly for Adoption sake but a stick is handy..
    • Constantly Monitor Data Quality Data quality decays rapidly & enterprises should follow a methodology that includes regular measurement of data quality with goals for improvement & deployment of process improvements & technology ” “
      • Data Quality Dashboards
      • Data Quality Reassessment
      • AppExchange Tools
      Monitor - Safeguard your cleansed data and prevent future deterioration
    • Constantly Monitor Data Quality II Monitor - Safeguard your cleansed data and prevent future deterioration
      • Leverage custom formula fields to score each record for data completeness.
        • Sample Formula :
        • “ IF( ISPICKVAL(Industry,""), 0,20) + IF( ISPICKVAL(Rating,""), 0,20) + IF( LEN(BillingCity) = 0, 0,20) + IF(LEN(Phone) = 0, 0,20) + IF( ISPICKVAL(Type,""), 0,20)”
      • Use the Data Quality Dashboard on the AppExchange as a starting point:
      • Data Quality Analysis Dashboards 1.0
    • Develop a Process Names Company Name & Address Identify, Match & Score Load to Sandbox Find & Replace 2 4 5 Standardize Cleanse Enrich (Optional) De-dupe Validate US, U.S, U.S.A -> USA Acme-Widgets-453 Acme Inc HQ Acme UK J. Smith, John Smith – 80% Hot  High Cold  Low Data Transformation Hierarchy Data Demographics Re-parent Child Records acme incorp.-> Acme Inc Account: Division, Opportunity, Contact Naming Conventions Addresses Merge Mergers, acquisitions, spin-offs 3 Postal Standards J. Smith, John Smith -> John Smith Archiving & Filtering Validate & Modify Load to Production 1
    • What can be Done After the Fact to Clean Data
      • Standardization
      • Deduplication
      • Enrichment of data with outside data
    • DATA QUALITY SOLUTIONS FOR THE NEXT GENERATION OF ONLINE DATABASES Lake Dredger River Filtration Rain Umbrella
          • What Is DemandTools?
          • 32 bit .NET application that administrator loads on desktop CPU (10 MB download and 5 minutes installation)
          • Data Quality Administrative toolset suite for mass data manipulation, data mining and data deduplication inside salesforce.com
          • - Launched in Nov 2004 and now used by more than 1000 administrators in over 750 SFDC accounts
      DATA QUALITY SOLUTIONS FOR THE NEXT GENERATION OF ONLINE DATABASES
      • DemandTools Implementation and Security
          • Direct connection to salesforce.com servers for all data transfers, no middleware or 3 rd party servers that have to be “up”
          • All communication on Port 443 via 128 bit SSL
          • All data is SOAP and XML encrypted and compressed with a highly secure GZIP algorithm
          • All security and password maintained by and at salesforce.com
          • Full support for firewalls and proxy servers and Citrix compatible
          • Security certified and used by salesforce.com in both production and pro services
      DATA QUALITY SOLUTIONS FOR THE NEXT GENERATION OF ONLINE DATABASES
    • DemandTools Demonstration
          • What Is PeopleImport?
          • 32 bit .NET application that administrator loads on desktop CPU (6 MB download and 5 minutes installation)
          • Import tool that allows for custom criteria to search for existing records to update before inserting new records. A duplicate preventer.
          • - PeopleImport also condensed the import to a single step.
          • Results increase when the database is cleaned first.
          • Gives a preview of import
      DATA QUALITY SOLUTIONS FOR THE NEXT GENERATION OF ONLINE DATABASES
    • PeopleImport Demonstration
          • What Is DupeBlocker?
          • APEX developed application that gets directly installed into Salesforce
          • A duplicate preventer that checks for duplicates every time a record is inserted or updated by any means including web-lead, PeopleImport, user entry etc.
          • Allows for customizable scenarios to be developed and either stopping the record from being created or creating warnings
          • Perfectly compliments DemandTools and PeopleImport
      DATA QUALITY SOLUTIONS FOR THE NEXT GENERATION OF ONLINE DATABASES
    • DupeBlocker Demonstration
    • DemandTools and PeopleImport Product Pricing Models DemandTools Large Account Model $5,000 for first named administrator, $2500 for each subsequent administrator per 12 month subscription period Includes one PeopleImport for each named admin purchased Small – Mid Account Discount Model $50 per Salesforce.com seat per year plus $500 setup fee in first year Allows all SFDC admins in organization to use DemandTools Includes one copy of PeopleImport Example: 80 SFDC total seats 1 st year (80x50$ = $4000) + $500 = $4500 2 nd year $4000 PeopleImport People Import $995 / year per user DATA QUALITY SOLUTIONS FOR THE NEXT GENERATION OF ONLINE DATABASES