DATA QUALITY SOLUTIONS FOR THE NEXT GENERATION OF ONLINE DATABASES

Solving SalesforceData Quality

Problems

Data Quality Day Agenda

• Introductions• What is bad data?• What is the cost of bad data?• What can be done proactively to stop bad data?

– Training and Communication– Enforcement– Monitoring

• What can be done to clean data after the fact?– Standardize– Deduplicate– Enrich

Who is CRMfusion Inc?

- CRMfusion Inc. is both a software developer and services provider singularly focused on data quality solutions.

- Focused on the hosted (SaaS) database market

- Company founded in 2000 by 2 former large scale hosted CRM administrators / developers

-Have worked with more than 2500 firms regarding data quality

DATA QUALITY SOLUTIONS FOR THE NEXT GENERATION OF ONLINE DATABASES

What is Bad Data?

• What is bad data?

– Not existing– Wrong– Inappropriate– Duplicate– Non conforming

Why is Data Quality Important?

Poor Data Quality Turns Into:• Inaccurate Reporting• Time Wasted• Lost Money Pursuing Bad Information• Kills Users Adoption • Bad Forecasting

What does Bad Data Cost?

• Different costs to different People– Extra Mailing Costs– Returned mail and wasted Marketing– Storage Space– Lost Leads or Opportunities– Bad Decision Making

What can be done Proactively?

• Training and Communication to Staff• Enforcement • Monitoring• Developing a DQ Process

Train and CommunicateTrain and Communicate

•Formal User Training with DQ in mind•Naming Conventions for different field types•Address Conventions•Duplicate Prevention Processes•How to use DQ Monitoring tools•Data Importing Policies•Importance of data quality and how it effects them

Train and make staff DQ Aware

•Required Fields•Default Values•Field Dependencies•Data Validation Rules•Workflow Field Updates•Web-to-Lead Restrictions

Enforce – Walk softly for Adoption sake but a stick is handy..Enforce – Walk softly for Adoption sake but a stick is handy..

Enforce 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

”

“

•Data Quality Dashboards•Data Quality Reassessment•AppExchange Tools

Monitor - Safeguard your cleansed data and prevent future deteriorationMonitor - Safeguard your cleansed data and prevent future deterioration

Constantly Monitor Data Quality

Monitor - Safeguard your cleansed data and prevent future deteriorationMonitor - Safeguard your cleansed data and prevent future deterioration

Constantly Monitor Data Quality II

Leverage custom formula fields to score each record for data completeness. Sample Formula: “IF( ISPICKVAL(Industry,""), 0,20) + IF( ISPICKVAL(Rating,""), 0,20) +

IF( LEN(BillingCity) = 0, 0,20) + IF(LEN(Phone) = 0, 0,20) + IF( ISPICKVAL(Type,""), 0,20)”

Use the Data Quality Dashboard on the AppExchange as a starting point:

Data Quality Analysis Dashboards 1.0

Develop a Process

Names Company Name & Address

Identify, Match & Score

Load to Sandbox

Find & Replace

1 2 4 5

StandardizeStandardize CleanseCleanse Enrich (Optional)Enrich (Optional) De-dupeDe-dupe ValidateValidate

US, U.S, U.S.A -> USA Acme-Widgets-453

Acme Inc HQAcme UK

J. Smith, John Smith – 80%

Hot HighCold 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

What can be Done After the Fact to Clean Data

• Standardization• Deduplication• Enrichment of data with outside data

DATA QUALITY SOLUTIONS FOR THE NEXT GENERATION OF ONLINE DATABASES

Lake Dredger

River Filtration

Rain Umbrella

What Is DemandTools?-32 bit .NET application that administrator loads on desktop CPU (10 MB download and 5 minutes installation)

-Data Quality Administrative toolset suite for mass data manipulation, data mining and data deduplication inside salesforce.com

- Launched in Nov 2004 and now used by more than 1000 administrators in over 750 SFDC accounts

DATA QUALITY SOLUTIONS FOR THE NEXT GENERATION OF ONLINE DATABASES

DemandTools Implementation and Security -Direct connection to salesforce.com servers for all data transfers, no middleware or 3rd party servers that have to be “up”

-All communication on Port 443 via 128 bit SSL

-All data is SOAP and XML encrypted and compressed with a highly secure GZIP algorithm

-All security and password maintained by and at salesforce.com

-Full support for firewalls and proxy servers and Citrix compatible

-Security certified and used by salesforce.com in both production and pro services

DATA QUALITY SOLUTIONS FOR THE NEXT GENERATION OF ONLINE DATABASES

DemandTools Demonstration

What Is PeopleImport?-32 bit .NET application that administrator loads on desktop CPU (6 MB download and 5 minutes installation)

-Import tool that allows for custom criteria to search for existing records to update before inserting new records. A duplicate preventer.

- PeopleImport also condensed the import to a single step.

-Results increase when the database is cleaned first.

-Gives a preview of import

DATA QUALITY SOLUTIONS FOR THE NEXT GENERATION OF ONLINE DATABASES

PeopleImport Demonstration

What Is DupeBlocker?-APEX developed application that gets directly installed into Salesforce

-A duplicate preventer that checks for duplicates every time a record is inserted or updated by any means including web-lead, PeopleImport, user entry etc.

-Allows for customizable scenarios to be developed and either stopping the record from being created or creating warnings

-Perfectly compliments DemandTools and PeopleImport

DATA QUALITY SOLUTIONS FOR THE NEXT GENERATION OF ONLINE DATABASES

DupeBlocker Demonstration

DemandTools and PeopleImport Product Pricing Models

DemandToolsLarge 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

1st year (80x50$ = $4000) + $500 = $4500

2nd year $4000

PeopleImportPeople Import $995 / year per user

DATA QUALITY SOLUTIONS FOR THE NEXT GENERATION OF ONLINE DATABASES