A Complete Salesforce Data Cleansing Solution
Audit Your Salesforce Customer Data for Errors
To know what data errors you need to fix in Salesforce, you first have to identify those errors. Often, this means using complicated Excel processes to filter and search your data. But it doesn’t have to be so difficult.
With Insycle, your Customer Data Health Assessment begins generating as soon as you sign up. This will audit your Salesforce database and identify common data issues. Then, with just a few clicks, you’ll be directed to the right Insycle tool to help you fix those issues in bulk. The Customer Data Health Assessment runs daily, giving you a top-down view of your Salesforce data health.
- Audit, identify, & cleanse common Salesforce data errors
- Monitor your Salesforce data health on a daily basis
- Create and add custom templates to your Health Assessment to monitor unique data issues
- Create Salesforce data health reports for sharing with your teams
Format and Standardize Critical Fields
Consistency is critical when it comes to Salesforce data. You want your phone numbers, addresses, states, and other fields to use consistent formatting conventions so that you can accurately filter your data for reporting and analysis and use your data in your sales processes.
Insycle makes it simple to format and standardize any field in Salesforce. Using Insycle, you can:
- Ensure all names in your database are properly capitalized
- Ensure addresses, states, phone numbers, and zip codes are properly formatted
- Ensure that your data is standardized for use across multiple platforms
- Format and standardize data in any field for contacts, leads, accounts, & opportunities
Use Insycle’s Pre-Built Templates, or Create Custom Data Cleansing Templates
Insycle offers dozens of pre-built data cleansing templates, fixing the most common Salesforce data issues. However, you can also create your own templates to solve issues that are unique to your organization. You can add any custom template to your Customer Data Helath Assessment to track those errors on an ongoing basis and generate Salesforce data health reports.
- Fix common data errors iwth dozens of pre-built data cleansing templates
- Build your own Salesforce data cleansing templates to solve unique data problems
- Cleanse Salesforce data in any field, in bulk
- Preview all changes before they are pushed to your Salesforce database
Preview Salesforce Data Cleansing Changes
All changes to your Salesforce data can be previewed before they go live. You gain a complete top-down view of your Salesforce data cleansing process. Make sure that your changes are accurate and no unwanted data changes are made in the process. You can undo any changes before the data hits Salesforce.
- Preview Salesforce data cleansing changes before they go live
- Protect your critical customer data from being overwritten
- Collaborate with team members to find issues and cleanse data
- Cleanse your Salesforce customer data without worry
Automate Your Salesforce Data Cleansing Process
Both pre-built and custom templates can be scheduled to run automatically at set intervals — ie. daily, weekly, monthly. Put your Salesforce data cleansing on autopilot and free your teams to focus on big-picture issues and strategies. Even with automated data cleansing processes, you can still preview the data before it goes live in Salesforce.
- Schedule automated Salesforce data cleansing at set intervals
- Put your Salesforce data cleansing on autopilot
- Preview changes to your Salesforce data before they go live
- Free your team to focus on more strategic tasks
Trusted by innovative companies - big and small
Digital Marketing Manager at DRIVIN
“We can now keep all of our data neat and tidy in both our HubSpot and Salesforce instance from one platform. As the sole administrator, this has saved me hours and hours of time. We've also been able to improve our reporting metrics, as I now trust the data more than ever before.”
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