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Solving Salesforce Data Quality Problems DATA   QUALITY   SOLUTIONS   FOR   THE   NEXT   GENERATION   OF   ONLINE   DATABASES
Data Quality Day Agenda ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
[object Object],[object Object],[object Object],[object Object],[object Object],DATA   QUALITY   SOLUTIONS   FOR   THE   NEXT   GENERATION   OF   ONLINE   DATABASES
What is Bad Data? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Why is Data Quality  Important? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
What does Bad Data Cost? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
What can be done Proactively? ,[object Object],[object Object],[object Object],[object Object]
Train and make staff  DQ Aware Train and Communicate ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Enforce Data Quality ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],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 ” “ ,[object Object],[object Object],[object Object],Monitor -  Safeguard your cleansed data and prevent future deterioration
Constantly Monitor  Data Quality II Monitor -  Safeguard your cleansed data and prevent future deterioration ,[object Object],[object Object],[object Object],[object Object],[object Object]
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 ,[object Object],[object Object],[object Object]
DATA   QUALITY   SOLUTIONS   FOR   THE   NEXT   GENERATION   OF   ONLINE   DATABASES Lake Dredger River Filtration Rain Umbrella
[object Object],[object Object],[object Object],[object Object],DATA   QUALITY   SOLUTIONS   FOR   THE   NEXT   GENERATION   OF   ONLINE   DATABASES
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],DATA   QUALITY   SOLUTIONS   FOR   THE   NEXT   GENERATION   OF   ONLINE   DATABASES
DemandTools Demonstration
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],DATA   QUALITY   SOLUTIONS   FOR   THE   NEXT   GENERATION   OF   ONLINE   DATABASES
PeopleImport Demonstration
[object Object],[object Object],[object Object],[object Object],[object Object],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

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CRMFusion Montreal SFDC User Group

  • 1. Solving Salesforce Data Quality Problems DATA QUALITY SOLUTIONS FOR THE NEXT GENERATION OF ONLINE DATABASES
  • 2.
  • 3.
  • 4.
  • 5.
  • 6.
  • 7.
  • 8.
  • 9.
  • 10.
  • 11.
  • 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.
  • 14. DATA QUALITY SOLUTIONS FOR THE NEXT GENERATION OF ONLINE DATABASES Lake Dredger River Filtration Rain Umbrella
  • 15.
  • 16.
  • 18.
  • 20.
  • 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