Blog

AddressTools: feature release for PowerSearch

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.

Need an extra hand? Check out our 4-step guide on how to upgrade an AppExchange app.

If you have any further questions, please contact us!


AddressTools

Interested in learning more? Check out our award-winning package for Salesforce. Harness the power of address standardization, validation and verification in your org.

AddressTools Premium: Configure verification settings

Improving the PowerSearch results

PowerSearch functionality by default will search in over 245 countries up to the premise-level. Whilst powerful, this can lead to the results being diluted, especially if you know you are only working within specific countries, or have one country that you primarily work within.

To combat this, AddressTools has two settings to improve the results and customize them to your requirements.

  • Allowed Countries – PowerSearch address verification will only return address results from the listed countries. All available countries will be searched if this setting is left empty. You have the ability to choose up to 80 countries.
  • Priority Country – PowerSearch address verification will prioritize displaying results from this country.

To access these settings:

  • Go to App Launcher | AddressTools Administration.
  • Select Settings from the sidebar.
  • Click the pencil next to Allowed Countries or Priority Country.
  • In Allowed Countries, type and select the countries that your business will be verifying addresses in.
  • If your organization has a country that you’d like to prioritize in the search results, select this country from the Priority County picklist.
  • Click Save.

Note: these two setting will only impact PowerSearch address verification. Automated address verification relies on the country value entered in an existing address.

Batch address verification alerts

Batch address verification runs behind the scenes. This can be a fantastic option to automate address verification in your organization, however errors can happen! For example when a record is verified, an update will be pushed to the record when a result has been found. If, for whatever reason, this record cannot be updated, you need to know the operation has failed!

To ensure alerts are provided in the event of an error, a dedicated email address can be added to the AddressTools settings. By default the email address of the installing user will be populated in this field but you may wish to change this.

  • Go to App Launcher | AddressTools Administration.
  • Select Settings from the sidebar.
  • Click the pencil next to Batch Verification Alert Email Address.
  • Enter the email address to send the alerts to.
  • Click Save.

Note: your organization may be required to change the Access to Send Email organization setting to All email. This is located in Setup | Email | Deliverability.


Back to the AddressTools Premium installation walkthrough

Oxfam GB makes everyone a data champion with AddressTools

Thanks to AddressTools, we have supporter data that is accurate which results in a better supporter experience and a user base that is empowered to take ownership of data quality.

Philip Blaney, Solution Architect at Oxfam GB

Verifying and connecting with a clean supporter base means that Oxfam can focus on tackling poverty

Oxfam is a global nonprofit group of millions of people who share the belief that, in a world rich in resources, poverty isn’t inevitable. In just 15 years, extreme poverty has been halved. In 15 more years they believe they can end it for good.

The challenge: quality address data to match a quality CRM

Oxfam GB needed to ensure that the address data held in Salesforce for their supporters was accurate and consistent so that they could focus on communicating with their supporters, rather than worrying about whether it would reach them.

Oxfam GB were confident about the accuracy of the data they migrated into Salesforce from their old CRM platform. They needed to ensure that new supporter data entered was of the same standard. This meant storing consistent address data that was verified against the Postcode Address File provided by the Royal Mail.

The solution: empowering users to verify address data

With AddressTools, Oxfam GB has a solution that runs within Salesforce, integrating into each supporter’s record with a neat widget, showing at a glance if the address has been verified or not.

After an easy installation and setup, Oxfam GB has the flexibility to finetune their settings, making it as easy as possible for their end users to enter address data that is checked and verified.

The result: confidently communicating with supporters

Users across Salesforce can verify address data

“We have been able to empower our users across Salesforce to verify address data rather than it being tied to someone with elevated privileges or working in a particular team.”

Philip Blaney, Solution Architect

Reduced costs

Validating and formatting their address data means that Oxfam GB reduces overhead costs from undeliverable mail.

Trust in their CRM

Just as important, Oxfam GB has a supporter database they can trust. They can be confident that they connect with their supporters, knowing that their constituents will have a consistent experience.

A gift for Gift Aid

The Gift Aid process is a multi-million pound process for Oxfam and is underpinned by data quality, specifically postcode accuracy for UK addresses. AddressTools helps Oxfam keep any manual updates within this process to an absolute minimum (<0.05%*) enabling efficient and timely processing of Gift Aid claims.

(*0.05% based on 25 corrections per 50K records)

Why AddressTools?

“We have been really impressed with the team at ProvenWorks, they have been on hand to help out whenever we have needed them and the response is always swift, professional and friendly.”

Philip Blaney, Solution Architect


AddressTools for Nonprofits

Whether it’s connecting with a clean donor database, managing fundraising platform integrations or sorting out existing bad addresses, we’re here to help.

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 better address data.

What are ZIP+4 Codes and why should you care?

ZIP Codes: a very brief history

ZIP codes, the postal code system used by the US Postal Service (USPS), were introduced in 1963. Their basic, and most familiar, format consists of five digits that indicate a specific delivery area. In 1983, the USPS introduced the extended ZIP+4 code.

ZIP+4 Codes

Also called “plus-four codes”, “add-on codes”, or “add-ons”, the ZIP+4 code starts with the standard five-digit ZIP Code. The four extra numbers are added after a hyphen to complete the ZIP+4.

So what do the extra numbers mean?

These last 4 digits represent specific delivery routes within delivery areas. This extra detail means an even more precise matching to a more granular level. It could represent a handful of houses on one side of a street, or even a single building that receives a high volume of mail.

So ZIP+4 Codes help the USPS more effectively sort and distribute mail. How does this affect you?

Why should you care about ZIP+4?

Faster deliveries

As we already discussed, using the ZIP+4 Code narrows down your delivery address to a handful of addresses. There are plenty of resources that suggest ZIP+4 accelerates the overall delivery process by one or even two days since it reduces the processing time needed at a mail center.

Reduced misdeliveries

As we already discussed, using the ZIP+4 Code narrows down your delivery address to a handful of addresses. There are plenty of resources that suggest ZIP+4 accelerates the overall delivery process by one or even two days since it reduces the processing time needed at a mail center.

Reduced misdeliveries

Delivery addresses do not require ZIP+4 Codes. However, ZIP+4 codes require an address to be first standardized and verified to exist. This means that an address with a ZIP 4 code can be sure to exist and therefore deliverable.

ZIP+4 Codes can change

Delivery addresses do not require ZIP+4 Codes. However, ZIP+4 codes require an address to be first ZIP+4 Codes are based on actual delivery routes. This means that they can change fairly regularly. Some resources state that the USPS can update a ZIP+4 Code as frequently as once in two months. However frequently or infrequently the case may be, it’s important to note that they can change. Sounds like you want some *cough* automated software to find that for you

Save money

The USPS discounts on bulk mailings if you do tasks that the USPS would normally do, like bundling mail, adding barcodes and, most relevant here, if you add the ZIP+4 Code extension.

PO boxes

If you frequently work with PO boxes, ZIP+4 Codes are incredibly useful. The USPS usually assigns each PO Box its own +4 Code, which matches the box number. In other words, the ZIP+4 Code will likely include the actual PO Box number in the +4 part of the ZIP Code.

Retrieve ZIP+4 in Salesforce

Now you know why you should care about ZIP+4 codes. The next step is how to start using them. If you use Salesforce then there’s some good news for you.

Easily retrieve the ZIP+4 for your addresses in Salesforce with AddressTools. Our solution includes US-specific interactive functionality to help you easily look up and verify full ZIP codes.

Book a free demo

We love talking about all things address related! See AddressTools, our address data solution that can retrieve ZIP+4 codes for Salesforce, on a free demo.

High Velocity Sales: save time and stay compliant

Sales reps only spend 1/3rd of their time selling

According to the third edition of the Salesforce State of Sales report, inside sales reps spend on average 34% of their days only selling. The rest of the time they’re busy seeking out prospects, planning tasks and entering data. In addition, reps end up using on average 6 different tools to manage their sales activity.

With this in mind, it’s clear that something needs to change.

High Velocity Sales: less admin, more selling!

Two of the main benefits of selling with High Velocity Sales are the Lightning Sales Console and Work Queues. With these tools you have highly tailored and centralized workspaces which enable your sales reps to view everything on one screen.

Reps can see and manage their work queue in one place whilst simultaneously viewing all of the relevant information related to the lead or contact. Viewing and interacting with tasks efficiently means more time selling!

See everything in one place with High Velocity Sales

How do sales reps know if they can call a prospect?

If you’re cold calling as part of your sales strategy, you need to be careful. The country you’re operating in might have a registry of numbers it is illegal to call. For example, the USA has the ‘Do Not Call’ registry and the UK has the ‘Telephone Preference Service (TPS)’. You can get hit with hefty fines for noncompliance.

If you don’t know about the Telephone Preference Service (and corporate equivalent), then don’t worry! Ruth, our Marketing Director, wrote up this really handy guide to tell you everything you need to know.

If you are up to speed, then ask yourself how efficient is your process? Your reps could be wasting a lot of time using an external service to screen numbers. And can you really trust that a process involving extra manual effort is actually being done?

PhoneTools provides manual and automated TPS and CTPS screening right from within Salesforce. This means sales reps can see at a glance whether the number is safe to call or not.

How do sales reps know when to call a prospect?

Having all of your sales information in one place is great, but it’s what your reps do with it that counts. This is where a nifty piece of AddressTools functionality comes in.

Reaching out to a prospect at 2am or scheduling a meeting without considering their timezone frustrates the client and leaves your sales reps feeling unproductive.

AddressTools is great for making sure your address data is verified, validated and standardized, but it also displays the current time to the sales rep. Best of all, it’s right there within Salesforce so no extra windows or manual effort for your sales team! This small piece of functionality can make a huge difference for both the sales rep and client experience.

High Velocity Sales: optimizing your sales process

In this article you’ve learned the importance of:

  • taking the time to review your sales process
  • cutting down on the number of different tools you need
  • keeping everything at your sales reps’ fingertips in Salesforce

What’s left? Make those changes and watch how you save time, stay compliant and ultimately sell more!

PhoneTools

Screen against the UK TPS and CTPS databases to stay compliant and avoid fines.

AddressTools

The award-winning package for address standardization, validation and verification.

The University of Alabama at Birmingham connects confidently with prospective students thanks to AddressTools

Our returned mail has decreased by over half since using AddressTools.

Evan Thrailkill, Director of Digital Strategy at University of Alabama at Birmingham

University of Alabama at Birmingham use AddressTools by ProvenWorks to connect with prospective students

AddressTools empowers students to be their own data heroes. Students verify addresses themselves, taking the burden off UAB staff and Salesforce admins.

The challenge: connecting seamlessly with self-registered prospective students

The University of Alabama at Birmingham (UAB) was named the number one Best Large Employer for 2021 by Forbes this past February, and the university had over 22K students enrolled for the fall 2020 semester.

UAB faced major communication challenges:

  • Students could input bad data on their enrolment applications.
  • UAB couldn’t trust that important mail correspondence would reach prospective students.
  • Pre-Salesforce, their tools had slow loading times causing students to abandon their applications.
  • UAB missed out on vital opportunities for connecting with potential students.

Harnessing the power of the Salesforce ecosystem with ProvenWorks and Cloud For Good

After partnering with Cloud for Good, UAB established a centralized and standardized environment for enrolment management on the Salesforce platform.

Students self-register for an account in their online application portal and provide contact details for all future correspondence. UAB use AddressTools at the beginning of the student self-registration process.

The solution: empowering students to be their own data heroes

Users begin typing their address and suggestions begin to show, filtering further as the search expands. All search results are already verified using global authority data, such as USPS and other global-local postal authorities for international students.

For undergraduate applications, UAB verify student addresses when they hit Salesforce from their Banner (SIS) integration. This helps ensure UAB has an accurate USPS address for all of their post-admissions communications, decision letters and next steps to enrolment.

The results: an improved experience for students and staff

AddressTools makes it almost impossible for students to enter bad address data. The end result is that all address data is checked and verified at the point of entry.

An enhanced applicant experience

  • Students receive vital postal communication from UAB.
  • Faster loading time and application time thanks to the power of the Salesforce Community platform.
  • Fewer dropouts mid application.
  • Students experience the UAB connected and trustworthy journey right from the moment they register!

An improved UAB user experience

  • UAB staff save extensive administrative time, no longer needing to correct bad data.
  • UAB staff can trust their data and their CRM processes.
  • Saved costs on expensive delivery failures and resending decision letters.

AddressTools for Higher Ed

Salesforce’s Education Data Architecture (EDA) and the Education Cloud are invaluable tools to help you meet your goals. However, your institution is only as good as the data that powers it… which is where we come in.

Got questions? Chat to us!

Do you want to learn more about how AddressTools could be a great addition to your college or university Salesforce org? We’d love to chat! Use the scheduler to book a free call with our team and start your journey to better 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.

AddressTools Premium: Install a default country for all users (optional)

Install a default value to all user records

To use QuickComplete Country functionality, you are required to install a default country. This populates the custom field pw_ccpro__QuickCompleteCountry__c on the User object for all users in the organization.

You can find out more about the QuickComplete by reading the article here. This is covered later in the installation walkthrough.

To install a default country:

  • Go to App Launcher | AddressTools Administration.
  • Use the picklist and select a Country under Default Country Installation.
  • If the picklist is empty, you may need to refresh the page after completing a data installation.
  • Select Install.

A process will begin in the background to populate the records in the organization. The time taken will vary in relation to how many users are in your organization.


Back to the AddressTools Premium installation walkthrough

The Salesforce Ben review of AddressTools is live 🚀

Andreea Doroftei talks through the key features of AddressTools as well as ideal use cases, setup effort, and how this app could be a great addition to your Salesforce org.

AddressTools is the ultimate package for address validation, standardization & verification.

Check out this in-depth review of AddressTools for Salesforce by Andreea for Salesforce Ben.

Interested in seeing it for yourself?

If you’re interested in finding out more about AddressTools, use the scheduler below to book a call with our team.

Malala Fund grows a clean donor database with AddressTools

**Winner of the Salesforce 2021 Nonprofit Partner Innovation Award!**

AddressTools is the greatest gift for a database manager.

Sarah Albright, Development Associate at Malala Fund

Scaling with a clean donor database means that Malala Fund can focus on advocating for girls’ education

Malala Fund is working for a world where all girls can learn and lead. Malala Fund advocates for resources and policy changes needed to give all girls a secondary education, investing in local education leaders and amplifying the voices of girls fighting for change.

As an international not-for-profit, Malala Fund receives donations from around the world in lots of different ways. This success has brought its own huge challenge around data quality. Address data is vital for Malala Fund to connect with these supporters and the address data coming into their system was incomplete, inaccurate and inconsistent.

A growing donor database brings its own challenges

Malala Fund has experienced significant growth in their supporter base in recent years. Their global presence means they receive donations from a huge number of sources including social media, online fundraising platforms, website, physical mail and correspondence with individual high-level donors.

“Data cleaning became a full-time job in itself!” Sarah Albright, Development Associate

Malala Fund relies on the information from these sources to help them reach out to their supporters but Malala Fund had no way to ensure that the imported addresses were clean. Each platform and funding source handed over address data differently, with different abbreviations and sometimes just missing data.

This forced Malala Fund to spend hours each week of their dedicated manual administrative time to clean up their donor address data and track down their donors to ensure that correspondence, fundraising campaigns and ‘thank yous’ would reach the people supporting them.

“As a young, growing organization, you don’t realise how important clean data is.” Kanika Mannan, Corporate and Foundation Relations Officer

Future proofing Malala Fund’s data with AddressTools

“A seamless onboarding process and super quick setup.” Sarah Albright, Development Associate at Malala Fund

To solve their challenges around address data, Malala Fund installed AddressTools from the AppExchange. They set up the solution’s validation and standardization rules on the state and country fields.

This means that all of the address data they collect from different sources is clean and consistent when imported into Salesforce.

Standardizing and validating state and country data for at least 153 countries, and that list is growing…

– Saving administrative time

Malala Fund has over 240,000 addresses in its system! On a weekly and even daily basis, Malala Fund saves hours previously spent on manually cleaning up their address data. The team can put their time to much better use, leaving AddressTools to take care of their addresses.

– Peace of mind

Longer term, Malala Fund has peace of mind that all their donor address data coming into Salesforce is valid and clean when it hits the org. As a growing organization, they have a solution in place that is scalable as their donor database grows.

– Clean reporting

Malala Fund can confidently run reporting, measuring and better optimize its fundraising efforts thanks to clean and standardized donor address data.

– Better targeted campaigns

Having clean donor address data empowers Malala Fund to create targeted and strategic campaigns to drive their fundraising, like their annual year end campaign.

Why Malala Fund recommends ProvenWorks

“AddressTools will continue to save us time as our donor database grows. People don’t realise the importance of clean data in a young organization. When you get it right early, it can save you so much time and money down the road. ProvenWorks have been great to work with from onboarding through to making sure we got set up and implemented.”

Sarah Albright, Development Associate

Feeling inspired?

Get in contact with us to explore cleaning up your own address data with AddressTools. It’s that simple.

Help Malala Fund create a world where all girls can learn

Find out more about Malala Fund and support the work of educators and advocates who are helping bolster girls’ secondary education around the world.

AddressTools: This app can’t be upgraded


Why am I getting this error?

There are a number of reasons why this error can be shown but most commonly it is linked with upgrading the package to the latest version where some of its functionality may have been retired.

If the error mentions the new package version removes some of its components, see the steps below on how to successfully upgrade.

How to resolve

When we retire functionality in the AddressTools package, you are required to follow an upgrade path to work your way to the latest version.

Step 1: Identify the version of AddressTools currently installed

When in Salesforce, locate the current version of AddressTools you have installed.

  • Go to Salesforce Setup.
  • Navigate to Installed Packages.
  • Make note of the version number next to AddressTools Premium.
Step 2: Check the AddressTools release notes

Navigate to the AddressTools release notes located on the ProvenWorks website and find the version that is currently installed in Salesforce.

Step 3: Locate “Bridge” packages in the release notes between current installed and latest version

After finding the version you currently have installed, read through the release notes until you reach the latest version.

When reviewing each release, identify any “Bridge” packages. These will have a Sandbox and Production install link available (shown in screenshot below).


Step 4: Sequentially install the Bridge packages

When you first encounter a “Bridge” package, use the links provided in the release notes to upgrade to that version.

Wait for the installation to be successful and then if there are more “Bridge” packages, repeat this step for each “Bridge” package until there are no more in the release notes.

Step 5: Update to the latest version available on the AppExchange

Once the latest “Bridge” package is installed in your organization, immediately update to the latest version available via the Salesforce AppExchange.

Note: Bridge versions are designed to remove upgrade barriers and are not considered Stable. It is important to upgrade to the latest version available via the AppExchange listing.

Step 6: Done!

Good news! You’ve now successfully upgraded to the latest version of AddressTools and can enjoy all the latest functionality. If you have any issues following the steps above, reach out to support@provenworks.com noting how far you have got on your road to upgrading AddressTools and a member of the team will get back to you.