DemandTools Elements currently offers 6 data cleansing modules that allow you to mass manipulate records using both standard and custom CRM objects.
Duplicate Assessment: Evaluate duplicates in your data to determine the health of your CRM database
- Find out how many potential duplicate records Validity has identified based on your field inputs in your Account/Contact/Lead/Opportunity objects
Dedupe: Identify and merge duplicate records in your CRM
- Dedupe large sets of duplicate records in a single pass
- Improve the accuracy of accounts, contacts, and leads
- Schedule deduplication jobs to ensure duplicates are identified and resolved quickly
Delete: Select records from your CRM to Hard Delete, Soft Delete or Undelete
- Mass transfer unsubscribes, hard bounces, or out-of-date records into your recycling bin or permanently delete records to save on storage costs
- Undelete records from your CRM's recycling bin if they were mistakenly soft deleted
Export: Pull a list of records for download from your CRM based on criteria you set
- Schedule to run overnight to reduce system load
- Export soft-deleted records and archived tasks and events
Import: Insert, update or upsert a list of records to your CRM while ensuring duplicates are not being created in the process
- Import using either a key field (unique identifier) or customized matching conditions to check for duplicates prior to updating or upserting
- Upsert leads from a recent trade show and standardize the state, country and phone numbers as they import making sure the data is clean and consistent
- Schedule to run overnight to reduce system load
Verify: Validate your Contact and Lead email addresses health and validity
- Find invalid email addresses inside your CRM to prevent wasted time reaching out and poor email campaign performance
- Locate risky “accept all” and “unknown” domains that may bounce
In addition, you can Schedule jobs from these modules to run on your timetable.
