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What is DataGroomr?
DataGroomr offers a comprehensive AI-powered solution for Salesforce users seeking fast and intelligent data cleansing, deduplication, and verification. Utilizing advanced machine learning models, DataGroomr identifies and merges duplicates without cumbersome rules, automates data standardization, and verifies key data points such as emails, phone numbers, and postal addresses. The platform provides immediate access with no coding or setup required, and features robust options for customization, automation, and record safety with undo and rollback protections.
Designed to serve businesses of all sizes, DataGroomr supports seamless import, export, and management of Salesforce data. Its capabilities extend to data quality scoring, bulk operations, scheduled maintenance jobs, and compliance features, ensuring organizations benefit from reliable, actionable data that drives smarter marketing, sales, and revenue operations.
Features
- AI-Powered Deduplication: Detect and merge duplicates using advanced AI and machine learning techniques.
- Data Verification: Validate emails, phone numbers, mailing addresses, and domain names to maintain accurate information.
- Data Standardization: Normalize contact and lead information using prebuilt or custom transformation rules.
- Automated Maintenance: Schedule reports, merges, conversions, imports, and automated job reports for ongoing data health.
- Undo and Rollback: Restore merged or deleted data to protect against accidental changes.
- Mass Import and Cleansing: Upload, review, and standardize data from CSV files before integration.
- Custom Rules and Logic: Tailor duplicate matching and merge processes to meet business-specific requirements.
- Real-Time Processing: Perform deduplication and data transformations instantly as data is created or updated.
- Visual Dashboards and Audits: Track data quality, duplicate trends, and changes with live dashboards and audit logs.
Use Cases
- Eliminating duplicate records from Salesforce to improve CRM data accuracy.
- Verifying and correcting contact emails, phone numbers, and addresses during lead or customer onboarding.
- Standardizing disparate data sources and imported lists before launching marketing campaigns.
- Automating scheduled data cleansing and health checks across large Salesforce environments.
- Ensuring compliance by managing audit trails, data permissions, and regulatory requirements.
FAQs
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Can I try DataGroomr before purchasing?
Yes, a free trial is available directly from the Salesforce App Exchange, allowing access to all core functionalities with a merge limit. -
Is setup or installation required to use DataGroomr?
No, DataGroomr does not require any setup or Salesforce customization and can be used immediately after signup. -
How is billing calculated for additional records and users?
Each plan includes a set number of records and users, with additional records and users available at published rates per 100,000 records or user. -
Does DataGroomr offer special pricing for nonprofits?
Yes, discounted plans are available for nonprofit organizations upon request. -
Can I use DataGroomr with Salesforce Sandbox environments?
Yes, each subscription allows connection to one Production and one Sandbox org, with options to add more Sandboxes for an additional fee.
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