Writing and customer stories on Salesforce and Dynamics 365 data quality — deduplication, validation, routing, and what breaks when data drifts.
Xerox's global CRM team cleaned up cross-team duplicate records in Salesforce, then added prevention so marketing targeting and client reporting stay accurate as the company scales.
Vacation Innovations moved off manual Salesforce lead assignment and OmniChannel routing to automated distribution with Plauti, live in two weeks and tied directly into High Velocity Sales cadences.
Booksy grew from 70 to 600+ Salesforce users without adding headcount to manage lead assignment. See how automated routing cut onboarding time from two weeks to minutes.
Pavilion manages 12,000 members across 100 cities in Salesforce. During a CRM migration it found 6% of active members were duplicates -- and used Plauti to merge them and catch new ones at entry.
Chicago Fire FC uses Plauti to find and merge duplicate fan records in Salesforce, cutting data cleanup tasks from up to an hour to a couple of minutes.
Fourteen places to learn Salesforce data management, from Trailhead modules to admin-run podcasts, organized by what each one is actually good for.
How to tell whether a Salesforce app is actually native, what that buys you in security and speed, and how to get more out of one once you've picked it.
The 1-10-100 rule, what poor data costs in customer experience, and a worked example: cleaning 20,000 duplicates out of a 100,000-record Salesforce org.
The first chapter of Mastering Salesforce Data: why Salesforce's CRM growth raises the stakes on data quality, and what counts as data purity and precision.
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