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Entries in DupeCatcher (8)

Thursday
Jun072012

Major Improvements to DupeCatcher 

You guys know how much I love Symphonic Source's free deduplication tool, DupeCatcher, so it should come as no surprise to learn that I'm really excited about the major imrpovements they've just rolled out! Read more about DupeCatcher's improvements below:

From SFGate.com -


DupeCatcher (real-time duplicate prevention application) just got even better. With latest improvements, DupeCatcher is now more robust.

Dallas, TX (PRWEB) June 06, 2012

Symphonic Source Inc., a leading provider of powerful and affordable salesforce.com data management software, today unveiled some major improvements to DupeCatcher, the company's real-time salesforce.com data deduplication tool.

DupeCatcher has quickly become a favorite for salesforce.com administrators and consultants around the world to flag/block duplicate records at the point-of-entry. DupeCatcher is a preventative deduplication tool that compliments Symphonic Source's main salesforce.com deduplication product Cloudingo (scans/cleans out the entire database).

Symphonic Source tools and services are used by more than 7,600 salesforce.com administrators worldwide to get rid of duplicate records and keep them out of salesforce.com.. Even though DupeCatcher is free, it is still 100% supported by Symphonic Source. Our support team is one of the best in the industry and that shines through in the DupeCatcher user reviews.

The latest improvements to DupeCatcher are centered around optimization with respect to large record sets inside Salesforce. In addition, the DupeCatcher team has made enhancements to error handling and reporting. We continue to get such great feedback from our users that we continue make improvements.

DupeCatcher focuses on the preventative aspect of duplicate data. This is one of the of the most important aspects of any data quality management plan. Cloudingo then works in conjunction with DupeCatcher to actually analyze and clean out the "dirty data" that already exists in the system. This allows system administrators and or marketing managers to not only understand their data but plan and set goals for the future.

"So much of what we do here at Symphonic Source is focused on the best practices of data quality management. We've taken our years of experience and created software to automate the steps that facilitate success and growth within a data-driven culture. Our team has a passion for data and we believe that corporate data is an organizational asset. Our customers share that passion. Anything we can do to both protect and enrich data will help our customers see and plan for the road ahead."

-Lars Nielsen, CEO, Symphonic Source.

About Symphonic Source
Symphonic Source provides powerful and affordable salesforce.com data management software to customers worldwide -- from Fortune 500 enterprises to small businesses and non-profits. We work extremely hard to stay as close to our customers as possible. Our customers are direct participants in shaping the future of our development efforts. As a company, our focus has always been on creating easy-to-use products.

Cloudingo and DupeCatcher are trademarks or registered trademarks of Symphonic Source, Inc.. Salesforce and AppExchange are registered trademarks of salesforce.com, Inc.. All other company and product names mentioned are used only for identification purposes and may be trademarks or registered trademarks of their respective companies.

 

 

Monday
Apr022012

Improve data quality easily

I was recently reading a study on the benefits of high data quality and stumbled upon a statistic stating that the vast majority of data quality issues stem from poor quality customer data. While customer data may be vast and thus hard to manage it's surprisingly simple to clean up and maintain. In fact, I don't think it takes more than 5 or so steps to clean up customer data and once again return to high data quality. 

Many of these tips can be applies pretty generally when cleaning up your data but I'd like to focus them just a little bit on customer data. 

The first step in managing your customer data is to cut out any unnecessary data you may have. When the quantity of data is reduced the quality is much easier to maintain. Focus on the exact type of buyers that your business appeals to the most and cut out those that are not the most efficient buyers.

Now that you've cut out the unnecessary data it's time to clean up what's left. Research has shown that nearly a quarter of customer data is entered wrong in most business' databases resulting in errors and missed opportunities. A thorough cleansing of your database may be needed at this step. Doing it by hand is often an arduous and long process but thankfully, applications exist to help streamline the process. I'm quite partial to the app Cloudingo to clean up the dirty data in your Salesforce database. Even the cleanest of databases will become a mess again eventually so setting up regular maintenance is a crucial step. 

And finally, stop dirty data before it even enters your database. It's much easier to block data instead of having to find and clean it up later. I'd recommend the app DupeCatcher for blocking duplicate data before it ever enters into your Salesforce.

As you can see, only a few easy steps are required to keep your data quality high and the benefits of clean data are undisputable. 

Saturday
Feb252012

manage salesforce data with Cloudingo

Just a few days ago, the folks from Symphonic Source treated me to a preview of their newest Salesforce app, Cloudingo. As you may have noticed, I'm quite a big fan of Symphonic Source's first application, Dupecatcher. It's an extremely simple yet useful tool to prevent anyone from entering duplicate data into Salesforce and thus keep the data quality high. 

Unlike Dupecatcher which prevents the user from entering duplicate data, Cloudingo finds and merges all kinds of Salesforce duplicate objects already in Salesforce

My first impression of Cloudingo was that it is a very efficient tool. I had it installed and up and running in a short time. Much of this was due to Cloudingo's quickness. It scans your data and finds the duplicates surprisingly quickly, and presents them in a dashboard. I also loved the clever phrases on the loading screens from the developers. 

Cloudingo comes with 8 pre-set filters ready to scan for duplicates in your leads, accounts and contacts (it even suppors person accounts!). These filters scan the important information (first name, last name, email, phone etc.) though they can easily be tweaked to search for more specific data. If these existing filters are not enough, the process of adding more is pretty straight-forward. Cloudingo seems to cater to both those who want to truly customize their Salesforce experience and those less involved in the process. 

I quite like the set up of the whole application. The UI is very clean and friendly. So far I haven't noticed any hidden tricks or difficulties of use. I'm finding Cloudingo not only efficient in its speed but also ease of use. 

The benefits of clean data are numerous and this is a tool that might help you manage yours quite a bit better. 

Cloudingo is a paid application and it is, unfortunately, not yet available in Salesforce's Appexchange but you can sign up for a free trial right now at the Cloudingo website!

Wednesday
Dec142011

Salesforce Makes Do.Com Available to the Public

One of the great things about Salesforce is the variety of applications available for download in its app exchange. These can certainly enhance your CRM experience (SFGeneral is partial to DupeCatcher, a free de-duplication app that helps de-clutter your contacts) and get the most out of Salesforce. 

In early November of this year, Salesforce launched Do.com and gave out about 200 invites to the beta version of its new social productivity service. Yesterday, it made the service available to the public.

Do.com is a social-cloud task allocation tool aimed at corporate and personal users. It allows an individual or small team to manage task lists, organize projects and take notes. Non-Do users can also be given assignments and on joint tasks, those invited are given the option to comment, accept or reject assignments.

One thing that seems particularly handy to me about the application is its integration with Google Apps, Salesforce and Dropbox thus making file sharing more seamless. I have yet to use Do but it seems like a nice addition to the Salesforce family. Also, checkout this promotional video detailing what Do can do.

 

 

 

 

Monday
Apr112011

Dallas User Group Meeting

Any Dallas readers in the house? I was just reading that the Dallas User Group meets next week and their topic is Data Quality. That should generate some good questions and conversation! It's a subject that is high on everyone's priority list. If you work with any database, and depend on reports, you know how important the topic is. They will cover Best Practices and Symphonic Source will be presenting a demo of their popular app, DupeCatcher, available here on the Salesforce AppExchange. Here is the time and place if you happen to be in the Dallas area.

Dallas Salesforce.com User Group Meeting: Wednesday April 20th, 2011 - 11:45am - 2:00pm

Freeman
1600 Viceroy Dr
Dallas, TX 75235

Where do I park?
Please park in the surface lot across from our building and walk into the building. Our visitor spaces need to remain open for building customers.

Who should attend?
These meetings are generally targeted towards the Salesforce "champions" within an organization, however, users, admins, executives and potential customers are encouraged to attend.

Sunday
Mar272011

Five-Star Support

How a company takes care of its customers is where the rubber meets the road. No doubt we have all sat on hold, waiting for answers from our favorite phone company or internet provider only to get no real answer. It feels good when you find a company that gets it right.  I came across some awesome product support recently from the folks at Symphonic Source, makers of DupeCatcher. 

 

I became aware of an occasional install issue related to installing DupeCatcher  when I saw  a friend of mine who, after hearing me recommend my favorite dedupe app, decided to download the product.  He hit a snag that can occur when you have added custom fields.  The install that had been so simple for me, failed for him. He knew it was worth pursuing a solution.  He shot an email off to support@symphonicsource.com and moved on to another project expecting to wait a day or two. However  he quickly received a response from the folks at DupeCatcher with exactly what he needed. A brief video on YouTube covered the issue and the simple solution.  He followed their helpful tips and was in business within minutes.

The silver lining was that he discovered the DupeCatcher YouTube channel and sent me links to their product demo and how-to videos that made setting up DupeCatcher a snap for him.  The awesome app is now performing beautifully for him as it does for me. Below is the video on installing DupeCatcher.

Issues with software are inevitable. Good support is not, but the DupeCatcher folks get 5 stars!

 

 

 



Tuesday
Feb152011

DupeCatcher News, part 2

Last week I wrote about the new merge function that DupeCatcher offers but that was only half of the exciting news!  The enhancements that were announced on January 31 also include a Convert feature that I am finding extremely valuable.  The new convert tool gives users the ability to match incoming leads to existing contacts or accounts, then convert the new lead to the appropriate record type. Awesome!  Both the merge and convert features offer a big step toward cleaner data. And we all know that cleaner data is a huge leap toward higher levels of productivity and efficiency. Below is a brief demo from DupeCatcher's YouTube Channel that won't take much of your time, but will quickly educate you on why this product could be helpful to your company as well.

Tuesday
Feb012011

A New Version of DupeCatcher

I mentioned a must-have app from the AppExchange a couple of months back, DupeCatcher, so wanted you to know that a new version of this deduplication tool is available as of yesterday on their AppExchange listing. The update adds merge and convert features that your Salesforce users and Salesforce Administrators are going to find valuable. And yes, it is still free!

The merge feature allows users to quickly display multiple like records, select key information via radio buttons and combine duplicates into one single, updated Salesforce record.

The functionality of the new convert features allows for matching incoming leads  to existing contacts or accounts and converting the new lead to the correct record type.

I don't know anyone using Salesforce that isn't constantly working on maintaining data quality standards so that makes this impressive tool worth looking at.  It is on the Salesforce AppExchange Top Ten Free Apps list for good reason.

It's easy to find out more about this tool. You can read yesterday's press release here. There's a new YouTube channel with a demo and some how-to info on the new features, and of course, there's the AppExchange listing, where they have updated their UserManual to include merge and convert information. All that for free. Impressive.