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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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  • 1. Solving Salesforce Data Quality Problems DATA QUALITY SOLUTIONS FOR THE NEXT GENERATION OF ONLINE DATABASES
  • 2. 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
  • 3.
    • 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
  • 4. What is Bad Data?
    • What is bad data?
      • Not existing
      • Wrong
      • Inappropriate
      • Duplicate
      • Non conforming
  • 5. Why is Data Quality Important?
    • Poor Data Quality Turns Into:
    • Inaccurate Reporting
    • Time Wasted
    • Lost Money Pursuing Bad Information
    • Kills Users Adoption
    • Bad Forecasting
  • 6. 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
  • 7. What can be done Proactively?
    • Training and Communication to Staff
    • Enforcement
    • Monitoring
    • Developing a DQ Process
  • 8. 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
  • 9. 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..
  • 10. 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
  • 11. 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
  • 12. 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
  • 13. What can be Done After the Fact to Clean Data
    • Standardization
    • Deduplication
    • Enrichment of data with outside data
  • 14. DATA QUALITY SOLUTIONS FOR THE NEXT GENERATION OF ONLINE DATABASES Lake Dredger River Filtration Rain Umbrella
  • 15.
        • 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
  • 16.
    • 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
  • 17. DemandTools Demonstration
  • 18.
        • 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
  • 19. PeopleImport Demonstration
  • 20.
        • 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
  • 21. DupeBlocker Demonstration
  • 22. 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