Cleanse, Enhance & De-Dupe in Salesforce with SetLogik
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This video/presentation demonstrates how you can cleanse, de-dupe and enhance your leads, accounts and contacts in Salesforce.com in less than 1 hour with SetLogik. SetLogik provides a 100% SaaS solution for precision targeted marketing for B2B. Visit us at www.setlogik.com
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Cleanse, Enhance & De-Dupe in Salesforce with SetLogik
- 1. How do you clean and enhance Salesforce.com data in less than 1 hour? Confidential & Copyright ©2012 SetLogik, Inc.
- 2. Sales Ready Data Current Complete Accurate Confidential & Copyright ©2012SetLogik, Inc.
- 3. The Power of Sales Ready Data Enhance sales productivity Increase sales revenue Increase customer profitability Confidential & Copyright ©2012 SetLogik, Inc.
- 4. The Solution - Modules 100% SaaS solution for Precision Sales and Marketing for B2B Identify Enhance Insights Demand Data Data Hygiene Management Integration & & Data Append Analytics Marketing Database Confidential & Copyright ©2012 SetLogik, Inc.
- 5. SetLogik in Action • Alex is the Sales Operation Manager responsible to keep Salesforce.com Sales Ready. • His tactical objective is to cleanse duplicate records in Salesforce.com data • His strategic objective is to keep his data complete, current and accurate continuously Confidential & Copyright ©2012 SetLogik, Inc.
- 6. SetLogik in Action DEMO Confidential & Copyright ©2012 SetLogik, Inc.
- 7. Summary Go Beyond De-Duplication. Get Your Data Ready for Sales Today. Confidential & Copyright ©2012 SetLogik, Inc.
- 8. GET STARTED TODAY! www.setlogik.com (408) 774-4288 sales@setlogik.com Facebook/Setlogik #@setlogik
Editor's Notes
- We will demonstrate how you can clean, de-dupe and enhance your leads, accounts and contacts in Salesforce within one hour. You can have ‘Sales-Ready-Data’ for all your global data needs with SetLogik.
- You need data that you can rely on for making sound business decisions. Industry research suggests that over 70% of B2B data decays annually. You need data that is updated continually. Your data needs to be complete to enable full profiling and targeting. This means going beyond just de-duping. It means getting to ‘Sales Ready Data’ – that is always Current, Complete and Accurate.
- With good quality ‘Sales-Ready Data’, you will be able to harness the power of Precision Sales and Marketing – This will enhance sales productivity, increase sales revenue and customer profitability.
- You can keep your data continually updated with SetLogik’s solution. There is never an agent to download or configure. Our solution does all the heavy lifting with data quality best practices built-in.With SetLogik for Salesforce you’re able to de-dupe, cleanse and enhance your data in no time. Powerful match-merge and de-dupe algorithms will keep duplicates away, while best-in-class Data Hygiene and Append technology will provide you with data that is always current, complete and accurate.
- For our demo, Alex is responsible to keep the SFA data ‘Sales Ready’.We will demonstrate how to setup a recurring daily routine to cleanse and enhance Salesforce records using SetLogik’ssolution via a single-sign on capability.The powerful wizard will guide you through the process to correct and maintain quality leads, accounts and contacts in Salesforce. You don’t need to be a data expert to use it.
- InSalesforce, Alex spots a duplicate record in a lead’s contact list.There are two records with similar names and company for Wiser. Notice thereis only one unique title, one phone number and one address between the two records, but not in one complete record. Alex will now setup a reoccuring daily job to clean and enhance the leads contact list. Click on the SetLogik tab in Salesforce. SetLogik’s Single Sign On integration with Salesforce automatically authenticates and authorizes Alex. There is no need to setup users in SetLogik. The homepage allows Alex to quickly browse a dashboard of contact reports that were built for him. This page can be customized for your needs. Let’s Go to the Identify Tab to start the set-up process. SetLogik’s intuitive user interface allows you to quickly create a new or manage an existingjob. Let’s add a new job.SetLogik simple wizard will help Alex to create a new job in no time. The first step in the wizard is to designate if the data source system is existing or new. Choose new. Name the file. Alex just provides a system input such as name and his credentials for login into Salesforce. Setlogik, after verifying Alex’s credentials, auto discovers the Salesforce objects such as Leads, Accounts etc. as well as custom objects. Let’s select Lead from the object list.You now choose what system you want to update; Salesforceand Setlogik or SetLogik only. SetLogik allows you to add contacts, companies, activities and transactions. Let’s select contacts for this demo. SetLogik takes care of establishing and maintaining relationships between them automatically. SetLogik supports all global languages. Built-in preview functionality enables users to examine data quickly and verify the data source (in this case leads from SFDC).Now we have selected what we want to do with Leads, the next step is to map the Leads data to SetLogik. Unlike other systems, SetLogik creates and maintains your own global marketing database for easy access for precision sales and marketing activities such as precise segmentation for a marketing campaign.You can either Choose an existing data mapping template for SFDC leads or create your own quickly. Mapping is a breeze with search and add functionality. Once the data map is created, process of lead enhancement begins. Once SetLogik finishes updating leads in Salesforce, Eric will be notified via an email.As SetLogik processes the Leads in the background, you can continue to utilize SetLogik for other activities.Let’s go see what happened to the Wiser lead contact in Salesforce. Notice there is only one record for Wiser. Setlogik has successfully eliminated the duplicate record. Now, let’s examine Wiser’s record closely to see what was done.The system identified the phone number as not valid. This can be represented as NV or the phone number can be omitted if desired. This gives the rep a heads up that they have to find another way to contact Joann.It now has one record with all the valid data from the previous two records. SetLogik has not only de-duplicated two records but also combined vaild data from them into a single best-of-breed record with certified address, verified phone and email among other enhancements.
- You just saw how SetLogik helped Alex make his data ‘Sales Ready’. SetLogik’s solution is the most powerful and innovative SaaS solution. It is simple to use, easy to implement and extremely cost effective.Imagine beyond de-duplication. Imagine good quality data that is current, complete and accurate continually.Imagine the productivity and revenue impact for your sales team.
- Get started today with a free trial at www.setlogik.com!