CRMFusion user group 4 29-11

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CRMFusion user group 4 29-11

  1. 1. CRMFusion Demand Tools and Dupe Blocker Portland Nonprofit User Group Meeting 4.29.2011
  2. 2. Demand Tools CRMFusion is a company that makes data quality solutions that integrate with Salesforce. The specific solutions are: Demand Tools – Freestanding application that syncs with Salesforce to import, de-duplicate, clean and generally manipulate data in batches. It consists of: Maintenance Tools - Modules for data loading, data backup, data manipulation. Cleansing Tools - Modules for de-duplication and merging of duplicates at the Salesforce.com data center. Discovery Tools - Modules for comparing external data to the data already loaded into Salesforce.com before importing. Verification Tools - Transaction fee modules for Postal address verification. http://help.crmfusion.com/DemandTools/
  3. 3. Demand Tools <ul><li>Single Table De-Dupe </li></ul><ul><li>- Account, Contact, Lead, Case, Opportunity, Solution, Task objects. </li></ul><ul><li>Lead to Contact De-Dupe </li></ul><ul><li>Enter filter parameters for Leads/Contacts to check if Contacts are duped as Leads, and merge to correct Contact. </li></ul><ul><li>Lead to Account De-Dupe </li></ul><ul><li>- Enter filter parameters for Leads/Accounts to check if Leads are duped in Account, and convert to single Contact in correct Account. </li></ul><ul><li>Mass Lead Convert </li></ul><ul><li>- Convert large numbers of Leads to Contacts, including options for tasks and assignments. </li></ul>
  4. 4. Dupe Blocker Dupe Blocker stops users from being able to create duplicates in real time. Dupe Blocker is accessed from within Salesforce and can be turned on for specific users. Administrators create duplicate scenarios and tell Dupe Blocker how to react, for example disallow the dupe to be created, or show the user a warning. http://www.crmfusion.com/video/DupeBlockerIntro/DupeBlockerIntro.html
  5. 5. People Import People Import is a stand alone tool that allows targeted import into Salesforce. http://www.crmfusion.com/video/PeopleImport/PeopleImportDemo.html

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