Cloudingo

Import the trade show lead list into Salesforce or Marketo.

Cloudingo automatically identifies duplicate leads based on predefined rules.

Merge the duplicate leads, combining relevant information into a single record.

Ensure all leads are properly assigned and follow-up tasks are created.

Monitor the merge process and review any exceptions.

Run Cloudingo's address validation process.

Cloudingo standardizes and corrects address formats.

Update Salesforce or Marketo records with the standardized addresses.

Verify the changes and ensure data accuracy.

Schedule regular address validation jobs to maintain data quality.

Prepare the data from the legacy system for import.

Use Cloudingo's import wizard to upload the data.

Cloudingo compares the data against existing Salesforce records to prevent duplicates.

New records are created and existing records are updated as needed.

Review the import process and resolve any data conflicts.

Configure Cloudingo to identify and correct data that doesn't meet compliance standards.

Run regular data cleansing jobs to maintain data quality.

Use Cloudingo's reporting features to track compliance metrics.

Monitor and address any compliance issues as they arise.

Document the data cleansing process for audit purposes.

Cloudingo identifies and merges duplicate contacts.

Sales reps have a single, unified view of each contact.

Sales productivity increases as reps spend less time on data management.

Track sales performance and identify areas for improvement.

Monitor the impact of data cleansing on sales outcomes.