Plauti for Data Security & Management

Plauti for Data Security & Management

A complete and trusted customer view, right inside Salesforce. Plauti is a native and complete data management solution that consolidates, deduplicates, standardizes, validates & verifies and transforms all customer data. Empower employees with a customer 360 & delight customers with a seamless experience. Configured in days, not weeks. Start today.

Step 1 of 10

Enable a complete and trusted customer view in Salesforce

Unify all customer data and create a trusted customer view, right within Salesforce.

Step 2 of 10

Education First & Plauti Data Management

EF Language is amazingly successful in generating leads for their business. Tens of thousands of new records are created each week, sometimes even per day. Most of these Leads come from various online channels, web forms, and different fairs and competitions.

When following up on all those Leads, EF agents need a coherent 360-degree customer view to make the right decisions and not waste time following up on Leads already handled by a colleague.

Step 3 of 10

Find & clean bad data in Salesforce

Determine what bad data is, how to merge and consolidate, validate fields, and what data is kept and discarded. Use scenarios with fine-grained identification and cleaning rules to match your business logic.

Step 4 of 10

Prevent bad data at point-of-entry

Prevention is 10 times cheaper than correction. Detect bad data from any point-of-entry (API insert, import, web to lead), directly consolidate and validate and let end-users receive live alerts & suggestions upon viewing, inserting, or updating data in Salesforce.

Step 5 of 10

Automate & save time

When you connect more and more data silos to your Salesforce CRM, manually cleaning all that data is not feasible. Plauti Data Management offers a range of automation options (from scheduled jobs to direct processing of new records) to keep your data clean. Automating saves you countless hours of work, but you maintain full control in what happens with your data: automatically fix or list for manual review.

Step 6 of 10

Empower end-users to help with Data Quality

Daily human error causes data to decay further. Empower end-users with live alerts, suggestions, and mass actions to prevent & clean bad data when viewing, updating, or inserting data in Salesforce. Make maintaining good data hygiene a company-wide effort.

Step 7 of 10

Native to Salesforce

Avoid jumping from platform to platform. All personal data never leaves Salesforce because all functionality is SFDC native. Plauti Data Management is also compatible with shield encryption and passed the rigorous Salesforce AppExchange security audit.

Step 8 of 10

Large data volumes ready and other benefits

Used natively, Duplicate Check is proven to work with millions of records. However, there are several methods of execution available depending on the requirements of a job. Use Duplicate Check Local to leverage the power of your local machine and keep data within your environment. Alternatively, harness the power of Plauti Cloud for even faster processing and larger jobs without the need to keep a local machine running. Plauti Cloud introduces some neat new possibilities, such as collaborating on jobs.

Step 9 of 10

Be compliant with Salesforce-level security

Step 10 of 10

WatchBox & Plauti Data Management

READY TO GET STARTED WITH PLAUTI?