Writing and customer stories on Salesforce and Dynamics 365 data quality — deduplication, validation, routing, and what breaks when data drifts.
Firma Foreign Exchange's private sharing model in Salesforce kept records secure, but it hid duplicate leads. Plauti let staff spot duplicates without opening up that security.
Fiber Optic Center replaced manual Salesforce duplicate cleanup with automated merging, cutting the time its sales and data quality teams spent combining records by hand.
Diabetes Fonds, a Dutch charity with more than 65,000 Salesforce donor records, uses Plauti to merge duplicates and validate addresses at entry, cutting manual work and marketing costs.
EF Education First creates thousands of new Salesforce leads a day. See how it automated duplicate matching within each of its markets and gave agents live alerts on every record page.
USGBC replaced manual contact merges in Salesforce with automated deduplication, cutting monthly merge requests from ten to one.
Precision Painting Plus, a New York home improvement contractor, used Plauti to merge duplicate Salesforce records across Leads, Accounts and Opportunities and stop new ones at the call center.
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