Address Validation and Correction with Informatica Cloud www.InformaticaCloud.com
Today’s Agenda <ul><li>The Data Quality Challenge </li></ul><ul><li>Cloud Address Validation and Integration </li></ul><ul...
Data Quality: Critical to CRM Success Garbage In, Garbage Out Source:  Bloor Research whitepaper: Pervasive Data Quality, ...
Requirements to delivery trusted data? Data Analysis & Discovery
Requirements to delivery trusted data? Data Analysis & Discovery Parsing and Standardization
Requirements to delivery trusted data? Today’s Focus Data Analysis & Discovery Parsing and Standardization Address  Valida...
Requirements to delivery trusted data? Data Analysis & Discovery Parsing and Standardization Address  Validation Matching ...
Requirements to delivery trusted data? Data Analysis & Discovery Parsing and Standardization Address  Validation Matching ...
Address Validation: Critical to CRM Success <ul><li>Inbound lead augmentation </li></ul><ul><ul><li>Do you do this by hand...
For the global economy it can be challenging and costly  AddressDoctor Product Offerings, May '10, LS 10-1 Nakazawa-Cho Na...
Typically, it requires complex tools and coding…
Address Validation & Correction Benefits Marketing  Effectiveness Sales Performance Operational Excellence Customer Satisf...
Is Address Validation Service Right for You? <ul><li>Do you… </li></ul><ul><ul><li>Mail marketing information to customers...
Informatica Data Quality  <ul><li>Recognized by CRM Magazine </li></ul><ul><ul><li>2 nd  year in a row… </li></ul></ul><ul...
Informatica Cloud: Assesses Address Accuracy, Makes Corrections and Updates Salesforce.com 1) Assess 2) Correct 3) Update
A typical Address Cleansing problem AddressDoctor Product Offerings, May '10, LS Address Needed for Delivery: Sven Schreib...
Informatica Cloud Solves this Issue Through a Multi-Step Process  ATHINAS 63 105 52 ATHINA GREECE ΑΘΗΝΑΣ 63 105 52 ΑΘΗΝΑ G...
The Power of AddressValidation <ul><li>Validates and correct addresses for +240 countries and territories </li></ul><ul><l...
Informatica Cloud Customer Success
Address Validation Plug-Ins https://community.informatica.com/community/marketplace/informatica_cloud_mall
Today’s Agenda <ul><li>The Data Quality Challenge </li></ul><ul><li>Cloud Address Validation and Integration </li></ul><ul...
Raw leads Cleanse Golden Records
Contacts  require  an Account  Opportunities   require  a Contact “ Complete data…no  Orphaned  data…” Leads  require  an ...
Our Cloud-Based Solution <ul><li>Goal: </li></ul><ul><ul><li>Augment Lead with correct Address info </li></ul></ul><ul><ul...
Informatica Cloud Demonstration Your Company www.informaticacloud.com Detect Incorrect Address Information Map Address Val...
Resources www.informaticacloud.com
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Address Validation and Correction with Informatica Cloud

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May 2011 Informatica Cloud webinar:
http://info.informaticacloud.com/forms/webinar_address_validation_52611

This webinar provides an overview of Informatica Cloud in action - validating and correcting leads as they come into Salesforce CRM.

For more information, visit http:www.Informaticacloud.com
Webinar delivered May

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  • Key Point: Data Quality is more than address validation and de-duplication. Data Quality requires a breadth of capabilities. What are the clients key requirements? Data Analysis &amp; Discovery Determine the existing state of data Matching Find and remove duplicates (people, product, locations…) Address Validation Format and validate addresses across geographies Parsing and Standardization Format data according to the desired standards Monitoring Provide quality reports and dashboards measuring quality of the data according to the metrics you set
  • Key Point: Data Quality is more than address validation and de-duplication. Data Quality requires a breadth of capabilities. What are the clients key requirements? Data Analysis &amp; Discovery Determine the existing state of data Matching Find and remove duplicates (people, product, locations…) Address Validation Format and validate addresses across geographies Parsing and Standardization Format data according to the desired standards Monitoring Provide quality reports and dashboards measuring quality of the data according to the metrics you set
  • It is not a perfect world People make mistakes Impact of incorrectly addresses mail is significant USPS (United States): 2 Billion US Dollars annually Internal efficiency gains for the postal operator Costs of an Address Management program are offset by efficiency gains (and sometimes fees) Customer loyalty (especially large customers are at risk) Large customers have options to use other providers more easily smaller enterprises Typos, Misunderstandings, purposely wrong editing, The list is endless Wherever there are humans involved there will be room for errors The cost implication is a dimension of another kind. In times of the financial crisis this might not sound huge any more. But $2B would buy you Manchester United Football Club Or Would build you a large hospital employ hundreds of staff and pay their wages for 50 years Or Would help to build 350 000 water wells, case them and run them for several years But you get somthing out of this, too. Efficiency, Customer loyalty – because things do run smoothly, to name a few Address existence - Does the delivery point really exist? Is the Address complete? - Are parts of the address missing? Address Change – NCOA – Deceased check Political and Postal changes (Madras  Chennai) Legibility (especially on handwritten international pieces) International addressing - Transliteration issues
  • http://www.btobonline.com/apps/pbcs.dll/article?AID=2009901199974 Information sent from sales to prospects is received promptly while the prospect’s interest is still high Marketing information around events that contain deadlines is received in time for customers / prospects to respond appropriately Huge waste in marketing dollars for returns Orders are sent out correctly Preventing costly returns and requiring additional workload on fulfillment staff Customer Invoices are received quickly To (hopefully) ensure Accounts Receivables are controlled Getting valid addresses into business applications, where they are used, is difficult Requires coding Web Services, middleware expertise and frequent reference data updates
  • Screen shot of mapplet SS of ICS mapping Architecture of how this works with agent, AD / ICS / Salesforce.com
  • Address Doctor: Supports 246 Countries CASS, SERP and AMAS certified Address Content is updated at least 617 times per year Supports 7 different writing systems (Japanese, Chinese, Cyrillic, etc)
  • How did we get there? Raw leads Raw leads brought in from multiple sources (email campaigns, list swaps, website registrations, user input) Provide example of users registering with fake details in order to download a whitepaper. Cleanse/Enrich leads All leads are then passed through our data funnel which checks for duplicates, assesses the quality of information against services like D&amp;B360 and Address Doctor. Address Doctor is also used for enrichment of lead data such as correct and valid address information. This is now branching out into CAMEO data which will give us the latest socio-demographics and lifestyle data at Micro-cell level. Golden Records Finally leads which have passed all tests are inserted to Salesforce and marked as such. Allowing us to trust the data from day one. Next step is to auto assign these leads based on factors like market vertical, timezone, geographic region etc.
  • Primary uses of Salesforce and how we have implemented aspects of data management successfully… Leads management Cleanse Enrich Auto assignment Deduplication Controls Simple restrictions on how objects are created within our Org. No opps without qualified contact Acquisition As Informatica grows and acquires other vendors managing the additional data is a challenge In almost all cases the quality of lead data is low
  • Transcript of "Address Validation and Correction with Informatica Cloud"

    1. 1. Address Validation and Correction with Informatica Cloud www.InformaticaCloud.com
    2. 2. Today’s Agenda <ul><li>The Data Quality Challenge </li></ul><ul><li>Cloud Address Validation and Integration </li></ul><ul><li>Demonstration: Our Internal Use Case </li></ul><ul><li>Resources </li></ul>
    3. 3. Data Quality: Critical to CRM Success Garbage In, Garbage Out Source: Bloor Research whitepaper: Pervasive Data Quality, Oct. 2009
    4. 4. Requirements to delivery trusted data? Data Analysis & Discovery
    5. 5. Requirements to delivery trusted data? Data Analysis & Discovery Parsing and Standardization
    6. 6. Requirements to delivery trusted data? Today’s Focus Data Analysis & Discovery Parsing and Standardization Address Validation And do this for all data types…
    7. 7. Requirements to delivery trusted data? Data Analysis & Discovery Parsing and Standardization Address Validation Matching & De-duplication
    8. 8. Requirements to delivery trusted data? Data Analysis & Discovery Parsing and Standardization Address Validation Matching & De-duplication Monitoring & Reporting And do this for all data types…
    9. 9. Address Validation: Critical to CRM Success <ul><li>Inbound lead augmentation </li></ul><ul><ul><li>Do you do this by hand? How much does it cost? </li></ul></ul><ul><li>Territory Management </li></ul><ul><ul><li>How much effort is put into ensuring that reps have the right opportunities/accounts? </li></ul></ul><ul><li>Outbound mail campaigns </li></ul><ul><ul><li>How much does it cost if you send marketing materials to the wrong address? </li></ul></ul><ul><li>Billing </li></ul><ul><ul><li>How much does it cost in working capital if you need to resubmit invoices? </li></ul></ul><ul><li>Customer Satisfaction? </li></ul><ul><ul><li>Do you trust your data? </li></ul></ul>
    10. 10. For the global economy it can be challenging and costly AddressDoctor Product Offerings, May '10, LS 10-1 Nakazawa-Cho Naka-ku Hamamatsu-shi, Shizuoka-ken 430-0904 Japan ΑΘΗΝΑΣ 63 105 52 ΑΘΗΝΑ GREECE 〒 160-0003 東京都新宿区本塩町 7 - 4  シオセブンビル 4 F Lee Wan Lin 11th Floor, Block D Mai Shun Industrial Building 18-24 Kwai Cheong Rd. KWAI CHUNG NEW TERRITORIES HONG KONG ماريوت عمان عصام العجلوني شارع الشميساني عمان 11190 العمليات المشتركة TIMOTHY DALTON 2101 MASSACHUSETTS AVE NW WASHINGTON DC 20008 UNITED STATES Ervin Berisha Rr 'Aleksander Moisiu', P. 15, Sh. 1 Kutia Postare 6 1001-TIRANE ALBANIA LIÁNGJI LTD XIANGGANGXINSHIJIEDASHA 32 LOU 300 HAO HUÁIHAIZHONGLÙ, SHÀNGHAISHÌ 200021 SHÀNGHAISHÌ CHINA
    11. 11. Typically, it requires complex tools and coding…
    12. 12. Address Validation & Correction Benefits Marketing Effectiveness Sales Performance Operational Excellence Customer Satisfaction Cost Savings Source: BtoB: Bad data have massive impact on demand creation, conversion 1 2 3 4 5
    13. 13. Is Address Validation Service Right for You? <ul><li>Do you… </li></ul><ul><ul><li>Mail marketing information to customers? </li></ul></ul><ul><ul><li>Solicits funds? </li></ul></ul><ul><ul><li>Send invoices? </li></ul></ul><ul><ul><li>Recruit for repeat business? </li></ul></ul><ul><ul><li>Send service technicians or other employees on site? </li></ul></ul><ul><ul><li>Ships goods… </li></ul></ul>
    14. 14. Informatica Data Quality  <ul><li>Recognized by CRM Magazine </li></ul><ul><ul><li>2 nd year in a row… </li></ul></ul><ul><li>Recognized by Industry Analysts </li></ul><ul><li>http://www.informatica.com/products_services/data_quality/Pages/index.aspx </li></ul>
    15. 15. Informatica Cloud: Assesses Address Accuracy, Makes Corrections and Updates Salesforce.com 1) Assess 2) Correct 3) Update
    16. 16. A typical Address Cleansing problem AddressDoctor Product Offerings, May '10, LS Address Needed for Delivery: Sven Schreiber Feuerbergstr. 1 67134 Birkenheide Germany
    17. 17. Informatica Cloud Solves this Issue Through a Multi-Step Process ATHINAS 63 105 52 ATHINA GREECE ΑΘΗΝΑΣ 63 105 52 ΑΘΗΝΑ GREECE Transliteration Addresses in a foreign alphabet Addresses in Latin Script House number: 7031 Street: Columbia Gateway Dr Sub-Building: Suite 101 City: Columbia State: MD ZIP: 21046 Country: USA 7031 Columbia Gateway Dr Suite 101 Columbia MD 21046 USA Data is unstructured or in incorrect fields All elements are stored in proper fields Parsing 7031 C OLUMBIA GATEWAY DR STE 101 COLUMBIA MD 2104 6 USA 7031 G olumbia Gateway Dr. Suite 101 Columbia MD 2104 4 USA Incorrect input address Corrected output address Correction Europadamm 2-6 41460 Neuss Germany ΑΘΗΝΑΣ 63 105 52 ΑΘΗΝΑ GREECE Correct Formatting
    18. 18. The Power of AddressValidation <ul><li>Validates and correct addresses for +240 countries and territories </li></ul><ul><li>Checks all elements of an address (house/building number, street, city, state, postal code.. etc.) </li></ul><ul><ul><li>Determines if address given is valid point of delivery </li></ul></ul><ul><ul><li>If it is not, engine will try to correct data </li></ul></ul><ul><li>Engine can enhance address info </li></ul><ul><ul><li>Missing postal/zip codes data, correct spelling errors, etc </li></ul></ul>
    19. 19. Informatica Cloud Customer Success
    20. 20. Address Validation Plug-Ins https://community.informatica.com/community/marketplace/informatica_cloud_mall
    21. 21. Today’s Agenda <ul><li>The Data Quality Challenge </li></ul><ul><li>Cloud Address Validation and Integration </li></ul><ul><li>Demonstration: Our Internal Use Case </li></ul><ul><li>Resources </li></ul>
    22. 22. Raw leads Cleanse Golden Records
    23. 23. Contacts require an Account Opportunities require a Contact “ Complete data…no Orphaned data…” Leads require an State, Phone, email
    24. 24. Our Cloud-Based Solution <ul><li>Goal: </li></ul><ul><ul><li>Augment Lead with correct Address info </li></ul></ul><ul><ul><li>Assign Lead to Inside rep based on Region </li></ul></ul><ul><li>Get recent Leads to augment </li></ul><ul><ul><li>Owned by mktg (not assigned) </li></ul></ul><ul><ul><li>Auto Rating not C </li></ul></ul><ul><ul><li>Lead not converted yet </li></ul></ul><ul><li>Phone number through StrikeIron Service Plug-in </li></ul><ul><li>Address through AddressDoctor Plug-in </li></ul><ul><li>Get Best Address (validation >85%) </li></ul><ul><li>Update Lead through Lead assignment rule </li></ul>
    25. 25. Informatica Cloud Demonstration Your Company www.informaticacloud.com Detect Incorrect Address Information Map Address Validation Plug-In Fields Validate and Cleanse Data within a Sync Task Secure Agent 1) 3) 2) Subscribe to Updates in Chatter! 4)
    26. 26. Resources www.informaticacloud.com

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