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ease
features
design
support

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Description

The Easy Way to Remove Duplicate Salesforce Records DataGroomr uses Machine Learning to automatically detect duplicate Salesforce records. Duplicate Salesforce records are automatically loaded into a queue so users can compare them side-by-side and decide which values to keep, add new values, or merge. DataGroomr provides everything you need to locate, merge, and get rid off dupes. DataGroomr's Machine Learning algorithms take care of the rest. You can merge duplicate records in one click or en masse from within the app. You can select field values to create a master record, or you can use inline editing for new values. You don't want to see duplicates across the entire organization. You can define your own data by industry, region, or any Salesforce field. The import wizard allows you to merge, deduplicate and append records while importing Salesforce. Automated duplication reports and mass merging tasks can be set up at a time that suits your schedule.

Description

Detect and eliminate duplicate contacts, companies, and deals across various fields while efficiently merging them in bulk. This process includes generating CSV reports, establishing adaptable criteria for determining the master record, a preview feature, and automation capabilities. Enhance personalization efforts by standardizing job titles, addresses, industries, and other text fields. Utilize consistent data to segment and initiate targeted marketing campaigns. Import data from CSV files using predefined templates and flexible update options to prevent the creation of duplicates or the loss of critical information. Prioritize cleansing the data prior to importation by identifying and rectifying incomplete, incorrectly formatted, or inaccurate entries. Eliminate redundant data, fake email addresses, invalid phone numbers, and other erroneous information. Perform bulk updates on records and fields through various functions, such as converting names to proper case, removing excess whitespace, and formatting phone numbers. The easy ETL process allows for a comparison of CSV files against existing records in your database, aligning rows to records based on any specified field(s) to uncover both matches and gaps in your data. This approach eliminates the need to export to CSV and struggle with complex VLOOKUP operations, IDs, and SQL queries, thereby streamlining data management significantly. With these tools at your disposal, maintaining clean and accurate data becomes a more manageable task.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Salesforce Yes 
Adobe Marketo Engage No 
HubSpot CRM No 
HubSpot Customer Platform No 
Intercom No 
Mailchimp No 
Pipedrive No 
Zendesk No 

Integrations

Salesforce Yes 
Adobe Marketo Engage Yes 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
Intercom Yes 
Mailchimp Yes 
Pipedrive Yes 
Zendesk Yes 

Pricing Details

$99 per user per year
Free Trial Yes 
Free Version No 

Pricing Details

$5 per month
Free Trial Yes 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

DataGroomr

Founded

2019

Country

United States

Website

datagroomr.com

Vendor Details

Company Name

Insycle

Founded

2016

Country

United States

Website

www.insycle.com

Product Features

Data Preparation

Collaboration Tools No 
Data Access No 
Data Blending No 
Data Cleansing Yes 
Data Governance No 
Data Mashup No 
Data Modeling No 
Data Transformation Yes 
Machine Learning Yes 
Visual User Interface Yes 

Data Quality

Address Validation Yes 
Data Deduplication Yes 
Data Discovery No 
Data Profililng No 
Master Data Management Yes 
Match & Merge Yes 
Metadata Management No 

Product Features

Sales Force Automation

Call Management No 
Campaign Management No 
Channel Management No 
Commission Management No 
Contact Management No 
Contract Management No 
Customer Database No 
Email Marketing No 
Field Sales Management No 
Lead Management No 
Opportunity Management No 
Performance Metrics No 
Proposal Generation No 
Referral Tracking No 
Sales Forecasting No 
Territory Management No 

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