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Plauti

The complete data quality lifecycle • all within Salesforce

By PlautiData Cleansing

Rating
5.0
Reviews
6
Pricing
Paid
Listed since
2022

About Plauti

Monitor. Clean. Prevent. Act. 100% in Salesforce.

DATA MANAGEMENT

Deduplication & Consolidation => advanced matching engine | advanced merge rules | batch jobs | schedule Verification, Standardization => batch jobs | email, phone, addresses | schedule Mass actions => update | delete | convert | assign ownership | change hierarchy | find & replace | schedule Deduplication & Consolidation => direct processing | live alerts & suggestions | analytics & reports Validation, Standardization => direct validate | live alerts & suggestions | analytics & reports Customized routing => skills | territory | proximity | live alerts Dynamic capping => workloads based on team capacity | availability SLA reassignment => automatic reassignment Apex Plugins, Apex API, REST API, and SFDX Plugins. Dynamic Assignment=> bulk import

Use cases: ✔ Merging multiple CRM databases ✔ Database migrations ✔ Cleanse legacy bad data quality ✔ Prevent bad data quality ✔ Account matching ✔ Enable Master Data Management (MDM) ✔ Seamless customer & employee experience ✔ Improved email deliverability & sender reputation ✔ Sales rep efficiency & productivity ✔ Accurate forecasting & reporting ✔ Salesforce adoption & ROI

Highlights

  • MONITOR: KNOW WHAT'S IN YOUR DATA Get a data quality score. Diagnose data quality: see fill rates, duplicate values, unused fields, and more on every object. Document your metadata in one place. Know what to fix before you clean, automate or run AI.
  • CLEAN: FIX IT AT SCALE Merge duplicates, verify emails and addresses, mass-update records. Millions in a single native job. Turn the problems Monitor found into data teams trust.
  • PREVENT: STOP BAD DATA AT THE DOOR Catch duplicates and errors as records enter, from web forms, imports, APIs and integrations. Data stays clean after the cleanup, not just during it.
  • ACT: PUT CLEAN DATA TO WORK Assign, route and trigger on data you can trust. Rules run headless across the UI, API and every entry point. Sales, automation and AI work from one source of truth.
  • MOVE FAST WITHOUT FEAR Undo any merge, edit, delete or insert, down to a single field, right inside Salesforce. Full audit trail, no IT ticket, no restoring a whole org backup.
  • YOUR DATA QUALITY, SCORED 1 TO 100 Get a 1 to 100 score for your CRM data health at record, field and object level, as a PDF you can share with leadership. Know where you stand before AI runs on it.
  • HAPPY END-USERS Empower your teams with deduplicated, standardized, verified and precisely routed records. Marketing, sales and service are guaranteed unique records with valid contact data.
  • SEAMLESS CUSTOMER EXPERIENCE No more duplicate outreach by Marketing or Sales. No more wasted time on Leads or Contacts that cannot be contacted. No more missing of ART targets.
  • INCREASE SALESFORCE ROI Bad data ruins forecasting, decision-making, automation, and (Einstein) AI efforts. Implement a data hygiene system and increase the ROI of your Salesforce.

Screenshots

Unify all customer data and create a trusted customer view, right within Salesforce.

Image 1 of 7

Unify all customer data and create a trusted customer view, right within Salesforce.

Pricing

Paid.

Try all features free for 14 days! Every business is unique: data, process, budget, and tech. That’s why Plauti offers customized pricing tailored to your needs. Get your custom pricing: www.plauti.com/pricing-built-for-your-business

The publisher offers discounts.

Compatibility

Works with
  • Financial Services Cloud
  • Health Cloud
  • Government Cloud
Requires
  • Sales Cloud
Salesforce editions
  • Professional
  • Enterprise
  • Unlimited
  • Performance
  • Developer
  • Salesforce Platform
Lightning Experience
Supported
Salesforce mobile app
Supported
Salesforce security review
Passed on June 23, 2022
Languages
  • English

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