Optimize Your Data with Salesforce Duplicate Management

Ensure seamless integration and enhanced marketing with clean, accurate data

 

Efficiently managing customer data is crucial for successful marketing strategies. Our Salesforce Duplicate Management Assurance for HubSpot ensures your CRM data is accurate and seamlessly integrated, enhancing your marketing efforts and overall business efficiency.

Learn More

Our Comprehensive Duplicate Management Service

 

Tailored solutions to keep your data clean and effective

 

What We Offer:

  • Collaborative Duplicate Management: Work directly with our team to identify and manage duplicates in Salesforce, ensuring clean and effective data for marketing strategies.
  • Duplicate Rule Creation and Management: We create and manage rules to prevent duplicates based on key identifiers, enhancing data integrity.
  • Error Log Access and Validation: Gain insights into potential issues through access to duplicate error logs, allowing proactive data quality management.
  • Custom Advice on Matching Rules: Receive expert advice on implementing the most effective matching rules tailored to your specific business needs.

Benefits:

icon for enhanced data quality

Enhanced Data Quality

Ensure your customer data is accurate and free from duplicates, enhancing marketing and sales efforts.
icon for improved compliance-1

Improved Compliance

Maintain higher standards of data protection and compliance.
icon for increased efficiency-1

Increased Efficiency

Reduce the time and resources spent on managing duplicates.
icon for better campaign tracking

Better Campaign Tracking

Achieve more accurate tracking and analysis of your marketing campaigns.

How We Ensure Data Quality

A structured approach to duplicate management

Initial Consultation

  • Understanding the client's current challenges with duplicate records.
  • Identifying the key objectives for addressing duplicates within Salesforce related to HubSpot marketing.
DALL·E 2024-06-25 17.40.55 - A pop art style image of a consultant having an initial consultation with a new client. The consultant is sitting at a desk with a laptop open, engage
DALL·E 2024-06-25 17.41.39 - A pop art style image of a consultant conducting a needs assessment with a client. The consultant is sitting at a desk with various documents and char

Needs Assessment

  • Analyzing specific areas affected by duplicates.
  • Identifying critical Salesforce objects and data fields for duplicate detection and resolution.

Strategy Development

  • Crafting a customized plan for duplicate management.
  • Creating and implementing duplicate rules and matching rules.
DALL·E 2024-06-25 17.41.43 - A pop art style image of a consultant doing strategy development. The consultant is sitting at a desk with a whiteboard or screen displaying diagrams
A pop art style image of a team of consultants implementing a new technology. The team is working together with various tech devices and tools, showin

Implementation

  • Executing the plan with collaborative involvement from the client.
  • Providing access to duplicate error logs for ongoing validation.

Ongoing Support

  • Continuous monitoring and refinement of duplicate management processes.
  • Offering advice and updates on new matching rules and duplicate management best practices.
A pop art style image of a customer support representative chatting with a customer. The customer support rep is sitting at a desk with a headset on,

Client Success Stories

See how we've helped businesses like yours

idHpEAJKrF_1719352559439

Marc Whitehead & Associates

  • Challenge: Struggling with Salesforce and HubSpot integration due to duplicate records, leading to inefficient marketing campaigns and compromised customer insights.
  • Solution: Implemented our Duplicate Management Assurance service, significantly reducing duplicates and improving data quality.
  • Results: Enhanced marketing campaign effectiveness, improved customer insights, and increased compliance with data protection standards.

Affordable and Transparent Pricing

Tailored to fit your business needs

Starting at $5000, our pricing provides a comprehensive solution for your duplicate management needs, including initial setup, ongoing support, and tailored advice. Factors influencing final pricing include the complexity of your Salesforce setup, data volume, and specific customization requirements.

 

Request a Quote

Ready to Transform Your Data Management?

Contact us to get started

Ready to enhance your data management? Contact us to learn more about how our Salesforce Duplicate Management Assurance for HubSpot Marketing can transform your data practices and elevate your marketing strategies.

Contact Us