Cloudingo

[Cloudingo is] used for system administration of Salesforce. No other departments in our organization have access to it. I use this to help clean and dedupe large quantities of data for contacts and accounts that had been entered prior to any creation of duplicate rules or if there are mass dumps that somehow the dupe rules don't catch.

I work with a non-profit organization that uses a Salesforce database to track applications to a grant program. Applicants can log into a community each year to submit a new application. However, since the community is open to the public, applicants often create duplicate contact records (using a new email address when applying), or staff do not always do an adequate search for an existing contact record and internally create a duplicate. Our primary use of Cloudingo is the duplicate merging module to find and merge duplicate contact records.

The organization also uses the address records in Salesforce to send physical mail to their clients. We also use Cloudingo's address cleaning/standardization modules to update address records (to automatically update road to Rd, or pobox to PO Box, for example).

I love Cloudingo. It's not pretty or particularly easy to use, but it works. It works very well. It definitely takes some time to set up and learn how to use, but for most that would be using it, this shouldn't be that big an issue. I use it to keep our CRM data clean. It has helped me clear out tens of thousands of duplicate records—Accounts, Contacts, and Leads. I also use it to import new record lists. Its import wizard allows me to de-dupe and import in the same process. No more vlookups!

Having clean and up-to-date data in your CRM is extremely important. Cloudingo is used in our sales and marketing departments to... 1) Merge duplicate records 2) Ensure leads are converted to contacts to the appropriate account. Rather than having to manually guess and search for "dirty" data in Salesforce, Cloudingo allows our teams to see the quality of the data in our CRM in a single dashboard view, and also allows us to merge and convert records individually or in groups. Cloudingo helps keep our CRM clean so the rest of the work we do isn't wasted on "dirty" or out-dated data.

We use Cloudingo to connect to our Salesforce.com CRM system to help us identify and remove duplicate email addresses. We send outbound marketing email messages to addresses we acquire by a variety of means. De-duplicating new contacts and leads to ensure we don't send the wrong message, or an unwanted message, to a contact we already know (whether or not their email address matches) is very important.

Cloudingo is our primary means of data governance in Salesforce. When I took over the Salesforce database a few years ago I realized just how bad things where in terms of data quality. There are a number of solutions on the AppExchange (some with longer track records) but after demos and trials of a number of them I quickly found that Cloudingo was far more advanced and actually easier to use. In my case, I am cleaning up leads, contacts, accounts based on case history. When I say case I see I mean in a legal sense (not Salesforce cases). We have custom objects that hold a lot of this data and that data is tied to various contacts, accounts and leads.

I am the Salesforce admin by default. I enjoy technology and I like thinking about better ways to do things. Cloudingo has allowed me to clean up our data to a point where we can actually think about outbound marketing and not be worried about doing so.

Cloudingo is being used to clean up and deduplicate Salesforce objects. We can only really automate the use of Cloudingo for leads due to our data structure and cannot allow it to automatically run on account or contacts due to data loss issues. Those still need to be manually handled.