“AddressTools solved our use case of standardizing our account data for current and future accounts in our organization.”
Alexis Johnson, Sales Operations Analyst at Comscore
Comscore is a trusted partner for planning, transacting, and evaluating media across platforms. With vast audience insights that combine digital, linear TV, over-the-top (OTT) and theatrical viewership, they combine reliable third-party measurement with transformative data science to provide insight into multi-screen behavior and help businesses grow.
An interview with Alexis Johnson, Sales Operations Analyst at Comscore
Alexis Johnson explains Comscore’s need for standardized addresses in Salesforce, and how AddressTools gave them the native easy-to-learn solution they were looking for.
What specific challenges were you trying to solve that made you look for a solution?
We were seeking an address standardization service for our Salesforce organization that would:
- standardize addresses for existing and future account data.
- meet this requirement for a third-party integration within our Salesforce org.
- fulfill our overall need for data integrity and completion.
How was your search for a solution?
There were other vendors that were considered, however AddressTools offered a great package that met all of our needs. It offered the perfect solution to standardize our addresses, and to help align our data to meet the requirements needed for the third party integration.
How easy is it to use AddressTools?
It was extremely easy to install the application into our org and configure the settings. Our Account Manager was very helpful in ensuring a successful installation, and setting up the package settings to meet our requirements and needs.
How long did it take to train your users?
We did not roll out a formal training, but for our internal teams, it took about an hour to explain the configuration on the backend.
How does AddressTools solve the problems you had with your process?
AddressTools solved our use case of standardizing our account data for current and future accounts in our organization.
What is your experience working with the ProvenWorks Support team?
Excellent; the Support team was extremely communicative and helped with any questions or concerns that we had whilst implementing AddressTools.
It is a great address standardization service, is extremely easy to install and configure in Salesforce, and they provide excellent customer service. Would definitely recommend!
Find out more about Comscore
Discover more about Comscore and the first-class services they provide.
Validate, standardize and verify your address data with our award-winning solution. Learn more and book a demo.
Got questions? Chat to us!
Do you want to learn more about how AddressTools could be a great addition to your Salesforce org? We’d love to chat! Use the scheduler to book a free call with our team and start your journey to cleaner address data.
Can’t find a time that works for you or would rather email first? Fill out our contact form and we’ll get back to you as soon as we can.
On Wednesday 9th February, Beth and Ruth, our Operations Director and Marketing Manager, headed down the hill from the ProvenWorks office to UTC College. They had been given the perfect opportunity to share their passion for all things technology, software and Salesforce!
UTC College, a local school in Reading, had invited ProvenWorks to run a careers workshop as part of their Industry Skills Specialist Teaching and Knowledge Programme. This business masterclass programme consists of weekly career sessions across mixed year groups.
An introduction to the Salesforce ecosystem
The workshop focused on careers in software, specifically within the Salesforce ecosystem. To start, Beth and Ruth shared their own journeys into software from very distinct backgrounds, showing students that opportunities in the industry are available regardless of subject choices and skillsets.
After an introduction to the range of jobs available within the Salesforce ecosystem – Administrator, Developer, Architect, Business Analyst, Consultant and more – it was onto a practical challenge!
It’s project time!
For the challenge, students had the chance to act out a role available in the Salesforce ecosystem through the lens of a specific time and budget restrained project. For example the Developer had to ask if they could build a solution rather than buy one, the Business Analyst had to assess the risks of the project, and the Admin had to research how user-friendly the proposed solution was.
“We learnt that there is more to making software for a customer than what the customer wants. The budget that is given to you needs to be managed properly to make sure that you stay under budget because there are many other costs involved within a project. There is great responsibility on the Consultant and the Salesforce Architect.”Muhammad, Year 13 BTEC Student
Reflection and feedback
The session was rounded off with a reflection on the project as well as the highlights and challenges of each student’s role. By the end, Beth and Ruth had a classroom full of aspirational Developers, Admins, Architects and more!
“Students found the workshop very engaging thanks to it being such an interactive and team-based session. Students now know what it is like to be in a particular job role and understand the kind of responsibilities they may have in that job role along with expected salary.”Monika Dongare, Computer Science and BTEC Teacher
ProvenWorks investing in education
At ProvenWorks we’re delighted to share our own career journeys into software. It is a privilege to deliver authentic stories and meaningful workshops to a classroom full of engaged students, seeing them solve problems, work together and reflect on their own skill sets. From what we’ve seen in the workshop, we can’t wait to see what the future holds!
Summarised succinctly by one up-and-coming Business Analyst: “Miss, that was a sick lesson!”.
We mean it when we say we’re Salesforce experts. We work exclusively in the Salesforce ecosystem and our products are built 100% for Salesforce.
2021 has been a busy and hectic year for all of us here at ProvenWorks, so we wanted all the team to spend a moment to reflect on their achievement and memorable highlights of the year.
Without further ado here are our highlights of the year.
Beth Clements, our Operations Director
“Working closely with 23 inspiring non-profits, helping them to be data heroes and meeting a bunch of awesome people along the way!”
Ruth Cawdron, our Marketing Director
- “ProvenWorks winning the 2021 Salesforce Partner Innovation Award for our work with Malala Fund! Read the article here.
- Becoming a Ranger after starting Salesforce Trailhead in March!
- Winning the Salesforce Partner Innovation Award for your work with the Malala Fund.”
Chris Sweet, our Customer Success Executive
“Working with and supporting 94 customers to ensure they keep getting the absolute best and most out of our products!”
Joel Mansford, our Managing Director
“My highlight of the year has been increasing our ProvenWorks team by more than 50% in the past year, gaining superbly talented people. They’re all AMAZING!”
Adel Nazirov, our Senior Developer
“As a Senior Developer, it was a great feeling introducing best practice protocols across the ProvenWorks development team this year.”
Callum Hurry, our Director of Product Engineering
- “Working with Cloud for Good and seeing the University of Alabama Birmingham use AddressTools in their demo at the Salesforce Higher Education Summit! See the shoutout: https://youtu.be/wWG0K4-SgLY?t=563
- Reading the amazing and inspirational customer stories, and learning how ProvenWorks products have improved data quality issues at so many organisations.”
Laura Truman, our Marketing Assistant
- “Leading the ProvenWorks data cleansing campaign to share my knowledge of how to maintain good data in Salesforce. Discover it all here.
- Getting hands on with leads in Salesforce and putting my Trailhead knowledge into practice!”
Denis Gurbuz, our Sales Executive
“My highlight has been becoming part of the team and enhancing the ProvenWorks’ Discovery Demo content.”
Damian Tomczik, our Sales Director
“Connecting with everyone in the office again and meeting the new ProvenWorks team members – in person!”
Andrey Vyshlov, our Chief of Staff
“Getting to know the ProvenWorks team and having an opportunity to bring a growth mindset into the picture!
Here’s to a super successful 2022 filled with awards, record sales, and investments.” 🥂
Our team has been working on some really exciting feature releases for AddressTools that will make your PowerSearch experience even better!
What do I need to know?
We’ve added two extra features to PowerSearch’s settings to help specify and focus your searches, and optimize your address data entry.
Why should I be excited?
Select a priority country so that search results from the selected country will be shown first. Here’s an example of USA set as the priority country.
And/or, choose allowed countries, so that search results are limited to only the countries you select.
How do I access these new features?
Simply update your AddressTools Premium package to use these new features. You will need to use version 7.94 of AddressTools which you can find via the AppExchange.
If you have any further questions, please contact us!
Interested in learning more? Check out our award-winning package for Salesforce. Harness the power of address standardization, validation and verification in your org.
Dale Carnegie supports their franchise network with over 50 unique file imports each month thanks to SimpleImport.
“SimpleImport is a must-have. It’s true to its name; simple, reliable and effective!”
Christopher Addeo, Vice President of Information Technology at Dale Carnegie Training
Dale Carnegie was founded in 1912, inspired by one man’s belief in the power of self-improvement. Since then, it’s evolved into a movement that’s crossed borders and generations, showing people how to tap into the best parts of themselves to create positive change.
Today, through franchises in over 90 countries and all 50 states, they help people gain greater influence and make meaningful contributions in the places that matter most.
The challenge: moving data from external sources into Salesforce Sales Cloud
As a global franchisor, Dale Carnegie was challenged by siloed information stored in separate franchises using different file formats and languages. Supporting their franchisees with a single org meant that imports needed to honour complex sharing rule configurations to segment their data.
- A small support team for a large amount of imports
- Time-consuming import jobs due to differences in how franchisees operate
- Complex sharing rules to navigate
- Inconsistent file formats
- Multiple data sources and multiple languages
The solution: automatic recollection of prior import mappings makes importing quick and easy
Dale Carnegie needed a strong, efficient importing solution to speed up their regular complex importing jobs. With a small team supporting many franchises, the solution had to be efficient to use, and capable of managing multiple data sources and formats.
With its simple user interface, compatibility with Dale Carnegie’s unique Sales Cloud configuration and sharing rules, and support of multiple file formats, SimpleImport is the perfect answer to their problems.
The result: Dale Carnegie supports their franchise network with over 50 unique file imports each month
After a simple and speedy installation, and with the straightforward solution configured, Dale Carnegie’s administrators can manage their complex importing processes with ease thanks to SimpleImport.
This new way of working has enabled the support, sales and even marketing teams at Dale Carnegie to focus on what’s most important: their customers.
A better customer experience
- Less time importing means support staff have more time to focus on delivering an outstanding level of customer support
- Customers and prospects receive a tailored experience since the Dale Carnegie team has an up-to-date picture of customers and prospects thanks to frequent easy imports of important data
An optimized workflow for staff
- Saving import mappings reduces the exhausting administrative overhead
- A user-friendly UI makes the whole import process straightforward
- Sales reps work effectively with the latest customer information
- Support staff can spend more time helping customers and less time importing data
- The team can easily work with multiple file types, including XLS, XLSX, CVS and ODS without leaving Salesforce
- The Dale Carnegie team can trust their CRM and its data thanks to regular, quick import jobs
“Cases are typically resolved quickly and professionally. I don’t reach out to ProvenWorks for support often – the application is robust, reliable and is self sustaining. The fact that we don’t need support very often speaks to why we love this product.“
Christopher Addeo, Vice President of Information Technology at Dale Carnegie Training
Importing files is so vital for so many organizations. It’s good news that Simplelmport makes this job as effortless as possible. Learn more and book a demo.
Got questions? Chat to us!
Do you want to learn more about how SimpleImport could be a great addition to your Salesforce org? We’d love to chat! Use the scheduler to book a free call with our team and start your journey to faster, simpler imports
Can’t find a time that works for you or would rather email first? Fill out our contact form and we’ll get back to you as soon as we can.
This is the third instalment of our Data Cleaning 101 mini-series. So far we’ve explored why clean data is essential in Salesforce, and introduced 5 steps to start you on your journey to cleaner data. Now it’s time to dive into the details! We’re going to examine the different problems you probably have with your data and take a closer look at some of our favorite ways to tackle them!
- users entering bad data
- unstandardized data and messy reports
- duplicates and more duplicates
- inaccurate old data
1. Users entering bad data
It’s great if you prioritize clean data, but if your users can still input bad data with no barriers, we’re back to square one.
For this problem, we’re looking for solutions that will clean data at the point of entry.
Validate fields to meet set criteria before the data gets saved to your database. Design them carefully and with the end-user experience in mind.
- Use alternative data types
Do you need to have everything as a text field? Could picklists, radio buttons, or checkboxes be used instead for the data you’re storing?
- Search the AppExchange
If you’re looking at AppExchange solutions, use our five step guide from Part 2 to assess whether the solution resolves your specific problem.
💡 It’s important to consider everybody across your Salesforce organization and make changes that also consider the end-user experience.
2. Unstandardized data and messy reports
As basic as it sounds, ensuring that your data is uniform and standardized will save you time on all kinds of tasks.
For example, if you create a report to find accounts based in Mississippi, imagine if all your records show Mississippi instead of MS or Mississippi, and its various misspellings. No more bloated field filtering, just clean data with uniform reports!
For this problem, we’re focusing on ways we can better organize our data.
- Use international standards
Use internationally-recognized standards to segment your data in the best way possible. They’re designed to be consistent and globally understood!
- Run standardization tasks
Consider exporting data to standardize it with your favorite tools then reimport it back into your organization, or look into ways you can automate it within Salesforce.
- We loved Salesforce Ben’s Guide to Standardization which provides a handy 5-step guide to help set up order amongst the data format chaos.
- Apps like IndustryComplete* will streamline industry categorization, SimpleImport* can speed up those importing tasks, and AddressTools* will start standardizing your address data immediately! (There are free versions available too for some of our tools* to get you up and running for no cost!)
3. Duplicates and more duplicates
If your role involves importing and entering data, duplicates are a constant battle. Dealing with duplicate information or “dupes” is a huge blackhole of time for admins and fundamentally for your business too.
Find a solution that stops or at least clearly alerts you to duplicated data. Have you implemented Duplicate Rules in Salesforce? Or is there a budget for a dedicated duplicate check tool? You have some great options out of the box and also on the AppExchange.
- If you’re importing data, Excel and Google Sheets have some great duplicate handling tools available. Try them out before importing your data into Salesforce.
- Duplicate rules in Salesforce are not to be sniffed at! They can be a great free feature if you’re on Professional, Enterprise, Performance, Unlimited, and Developer Editions.
- And of course, we love SimpleImport Premium’s* multi-field matching to help identify existing records easier, preventing duplicates from being inserted and saved.
4. Inaccurate old data
Up to 40% of user productivity is lost to incomplete, inconsistent data. Sorting bad data from good wastes 50% of users’ time. These stats alone show how existing bad data is bad for business.
Removing or validating existing data is essential for your users to remain focused and productive. If some data is now redundant, archive or delete it from your system altogether, but if it’s still in use, correct it by updating and validating it. There are plenty of applications that not only draw your attention to the incorrect data, but give you the option to update, change or delete it.
- Schedule regular spring cleans of your org – regularly diving into your data is the best way to ensure your data is up to date, and to spot any blackholes of outdated information! Checking through your data every two weeks is best as our Operations Director, Beth, recommends in our 5 step guide (Part 2).
- Tools that have access to international databases can be an invaluable addition to your org, i.e. looking up address data against postal authorities.
Now you have the tools and wisdom to win the war against bad data. Let’s recap the main 4 data problems that we’ve managed to tackle, they are:
- users entering bad data
- unstandardized and messy data
- the dreaded duplicates
- inaccurate old data
Hopefully, with the facts and resources presented in this final instalment of our Data Cleaning 101 mini-series, you can take full control of your org and clean up your bad data!
Data Cleaning 101: a round up
So now it’s the end of our little crusade against unclean data. But first let’s go over what we’ve added to your data cleaning arsenal.
Data Cleaning 101 has provided you with:
- a reality check about maintaining clean data in your CRM (blog one),
- 5 tips to remember before purchasing a solution to figure out what you want to get out of your data (blog two),
- 4 specific data problems you might have and how to solve them.
We’d love to hear your stories with bad data and the applications that saved your data. Are there any tips you think we should know about? Tell us!
Or, whether you’ve simply enjoyed learning about data and data cleaning let us know, we’d love to hear from you.
I want to start cleaning up my data!
Got issues with your data in your Salesforce org that you’re ready to tackle? Get in touch and see if one (or more) of our solutions can help clean the dirty data stinking up your CRM.
If you’ve been following our series so far, you will have learned all about why you should care about data cleansing. Did you know that bad data can cost companies up to a quarter of their revenue? So, cleaning bad data is paramount for good data practice. But for more reality checks, catch up on the first instalment: why should you care about data cleansing?
Cleaning bad data can be tricky
This article presents 5 essential steps for you to better understand your org, your data, and how to start the data cleansing process. By following these steps, you can go forward and make well-informed decisions for your company. You may even discover some quick wins along the way.
Follow through these 5 steps to begin your journey to cleaner data.
1. Ask yourself: why do I need this data?
It may sound broad, but knowing what you want to get from your data is vital. So take a step back and look at your end goal. Are you collecting all of the information you need? Or maybe you’re collecting too much? After all, there’s no point collecting data if you’re never going to use it. One less field you’re capturing is one less field you need to maintain!
Start by creating and establishing a plan outlining what clean data means for you and your org. You can’t do anything until you understand your org and users.
For some prompts, start here:
- What data do I need to achieve my business goals?
- Am I capturing everything I need to succeed?
- Am I collecting some data for the sake of collecting data?
2. Examine where your data is coming from
It’s time to identify all the different ways that data is entering your org. It’s likely that when you dig deeper, there will be more entry points than you think!
A few entry points to consider:
- service agents
- sales reps
- partner users
- web-to-lead forms
Once you’ve made your list and found the holes, you can do something about them!
3. Plug the holes to clean the data
I saw a great analogy on Reddit:
“I think of improving data quality as a sinking boat. If you are sinking, you need to plug the holes first (sources of bad data) and then start bailing out the water (getting rid of the bad data) second.”(lziemke)
Simply put, if data enters your org clean, this saves you from battling with your records later on. This should be the initial focus. Thankfully there are lots of useful ways to make this a reality with minimal effort that don’t impede the end user experience.
Where possible, think of picklists, validation rules, or even consider managed packages available from the AppExchange.
4. Try the AppExchange!
Solutions on the AppExchange can be a great cost-effective, and time-efficient way to help you combat unclean data. Managed package providers are often experts in their field, so finding a ready-to-go data management solution will help you clean your data in no time!
So how do you choose the right app for you? This isn’t an exhaustive list, but we’ve included a data cleansing focused checklist to ask the managed package providers:
- Does the solution automatically resolve data quality issues?
- Does the solution require changes to the user experience?
- Does the solution clean all my data entry points?
- Does the solution clean up pre-existing data?
- How long does it take to implement the solution?
After all, don’t reinvent the wheel when it’s already turning – if you have an issue, it’s likely that hundreds of others do too!
5. Start building good data habits for cleaner data
So you’ve taken a good look at your business, identified where your data is coming from, and even potentially put some actions in place to begin cleaning up your org. Now it’s time to maintain this good practice as your org grows and share your wisdom.
Here are a few ways you can build good data habits in your organization:
- Get users involved and trained in what to look out for
- Identify entry points that are inputting bad data
- Schedule regular manual checks for your data
Operations Director, Beth, is our resident data cleaner and a strong believer in the power of good data practice:
“There is nothing more satisfying than having a good old spring clean in Salesforce! It’s great to identify trends and get to the root cause of how bad data is able to get in. Popping in a scheduled time every two weeks is the way I’ve found works best. Don’t let it build up and be a task you keep on putting off!”Beth Clements, ProvenWorks
We live in a ‘need it done yesterday’ society so safeguarding your org against the perils of bad data is a sure way to give you back your time and let you focus on the things that matter.
Remember: the best day to start cleaning your data was yesterday. The second best day is today.
Life’s better after cleaning bad data from your org.
Stay tuned for the final instalment to our data blog series to learn about some of our favourite cleaning apps.
See you back here soon for the final instalment of the series!
Unclean data stinks up your system. It can travel through your business, slowing you down, causing confusion and costing you money. Don’t believe us? Between 2019-2021, over 40% of sales reps did not have enough information about leads and accounts to make effective sales, and there are plenty more stats around data cleansing coming up.
This is the first in our three-part series taking you through the importance of data cleansing and some top tips for practising clean data habits… so make sure to stick around!
An introduction to data cleansing
Bad data… Does it really matter? How do I clean it? And what can I do about it in the future?
Don’t worry we have you covered with the ‘whats’, ‘whys’ and ‘hows’ of dirty data throughout this series. First off a few definitions…
Clean data: Data that is without error and in its entirety so it can be used effectively by everyone.
Data cleansing: The process of identifying incomplete, incorrect, inaccurate or irrelevant data and modifying, validating, deleting or replacing it.
So how does unclean data actually affect me?
Over the past 6 years Salesforce and Salesforce bloggers have noted the persistent and holistic impact that bad data has on companies of all sizes. Let’s take a look at some numbers:
- Salesforce believes that 70% of incomplete recorded data quickly becomes obsolete and within a year not useful to anyone.
- Blogs between 2015 and 2019 see Salesforce mention that over 90% of data recorded in CRMs is incomplete.
The fact that this figure has remained at a high level should be ringing alarm bells!
As we’ve already discussed, between 2019-2021, over 40% of sales reps did not have enough information about leads and accounts to make effective sales, and therefore struggled to achieve monthly and annual sales targets. This inevitably affects generated revenue.
Why is data cleansing important?
- Ensure consistency, validity and confidence in your data by cleansing it regularly. This foundation can yield better results and help reach goals quicker.
- Reduce the time employees spend sorting through bad data and let users be more productive on the tasks that matter – like growing your business or organization!
- Eradicate data privacy worries for customers and clients. It’s outright good practice; you wouldn’t want your private mail sent to an incorrect address!
- Protect your company’s reputation. Saving bad or incomplete information affects all areas of your company, from sales and marketing to the senior management, stopping everyone from carrying out their job well and making beneficial decisions, which directly affects the reputation of your business and its revenue.
The good news
Not all is lost! The University of Texas has estimated that even if the data entered is 10% more accurate, then your revenue would be considerably boosted not only for bigger enterprises but also for B2B and B2C firms.
So now you know what data cleansing is, how do you practice it?
Watch out for the next post in Data Cleaning 101 for our five best tips for cleansing your Salesforce org. You don’t want to miss that one!
Want to learn more about the impact of poor data?
Check out our blog: What is the impact of poor quality data?
Yes, you can!
SimpleImport by ProvenWorks for Salesforce CRM allows you to import data from Excel into Salesforce without being an admin user. Administrators can choose to remain in control over the fields and objects users can import into by giving a non-admin user a license to SimpleImport with restrictions in place. These restrictions will allow the admin to specify the exact objects the user will have access to import into. See below, we’ve restricted this sales user to only be able to import into the Lead object.
Want to take it a step further and restrict the fields users can import into as well? Take a look at our guided import wizard functionality which gives users a drag and drop component with your predefined object and field mappings. This means that if a user were to try to import into a field that wasn’t configured in the mapping, the import would fail. You can open up importing to non-admin users with the assurance that they can only import into objects and fields specified by the admin.
Community and Portal User Imports
We understand that you don’t want community and portal users to be able to import into any object and fields in Salesforce, so our Managed Import component can also be used in a Salesforce Community. This is perfect for recurring imports like product and sales data, or deal registration.
Where to find SimpleImport
Install SimpleImport from the Salesforce AppExchange
Try out SimpleImport for free
Arrange a demo of SimpleImport to see it in action or get in touch by emailing us at: email@example.com
Want to try it for yourself? Take SimpleImport for a spin today on the AppExchange!
AddressTools enables Salesforce users to verify address data through a number of means such as Scheduled Batch Address Verification, the Address Verification Flow Component and at point of entry with the package’s core functionality!
Six statuses are returned via the address verification processes, see their values and descriptions below:
- Verified – Address verified without change
- Corrected – Address verified with corrections
- Ambiguous – Address values match multiple verified addresses
- Parsed but not found – Address values partially matched to a verified address
- Not Matched – Address values cannot be matched or parsed
- Not Checked – Address has not been verified
If you’re looking to verify your address data in Salesforce, get in contact with firstname.lastname@example.org to see how we can help!