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Interview: Comscore standardizes their Salesforce address data with AddressTools

“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.

Why 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.


AddressTools

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.

Interview: Farm Credit Illinois transition to new software seamlessly with SimpleImport

“SimpleImport is used by our whole credit underwriting team multiple times a day.”

Jon Cook, Vice President – Credit Services Division at Farm Credit Illinois

Farm Credit Illinois is a farmer owned and directed agricultural lending cooperative serving 10,000 farm families, agribusinesses, and rural landowners in the southern 60 counties of Illinois with competitive and flexible financing and crop insurance expertise. Their deep understanding of agriculture enables them to provide knowledgeable and effective service. 

An interview with Jon Cook, Vice President – Credit Services Division at Farm Credit Illinois

Jon Cook shares the challenges that Farm Credit Illinois faced when they moved to new loan origination software and how SimpleImport was able to give them the seamless process they were looking for.

What specific challenges were you trying to solve that made you look for a solution?

Farm Credit Illinois (FCI) recently implemented the nCino suite for our loan origination platform. During our design and discovery phase, we realized we were going to have a gap in our credit underwriting process because our previous configuration for uploading financial data sets was not going to be compatible with nCino.

We needed to upload data sets from Excel to the loan origination system for risk rating and other company objectives. Along with our technology provider, Farm Credit Financial Partners, Inc. (FPI), we began the search to find a solution to fit our needs.

What were you (or weren’t you!) looking for in a solution?

  • A cost effective, secure, and efficient tool to import data from Excel into our nCino platform.
  • A solution that could be easily used by our Credit Department and fit seamlessly within the process without adding additional navigation or clicks.
  • We could not afford to sacrifice our member experience by negatively impacting turnaround time in our loan decisions or employee engagement with a complex or cumbersome solution.
  • We did not want a complex solution that would require more regular monitoring or resource demand for support, or leave us vulnerable to data errors in transition.

After a process of vetting different solutions, from internally built custom code to outside solutions, we found ProvenWorks. The tool SimpleImport fit our need to efficiently and effectively upload data from Excel to nCino.

How easy is it to use SimpleImport?

Very easy! Once we created and saved the import mapping, the end user experience was seamless! We have one saved mapping that is used by many users multiple times a day. It’s a key cog within our underwriting process of uploading data.

How long did it take to train your users?

We were able to coincide the implementation of SimpleImport with the go-live of our nCino platform. As a result, we incorporated the training for SimpleImport in our new guides which made for a seamless transition to SimpleImport. This tool was labelled a “win” in multiple training locations during training courses.

How does SimpleImport solve the challenges you had with your process?

At the drag and drop of an Excel file, we’re able to import data from our Excel model into the nCino loan product package in a seamless transition.

The efficiency gained from SimpleImport saves end users from manually entering these data points from point A to point B, reduces data integrity concerns at an effective cost and demands minimal resources to implement and maintain.

How has SimpleImport helped your business and customers?

The saved data mapping is used by our whole credit underwriting team multiple times a day. At FCI, we view SimpleImport as our end solution and feel it best fits into the process as we underwrite credit today. The results through two months are very valuable, as this tool in part helped our credit department underwrite a large Q4 loan demand. Without SimpleImport, this would have negatively impacted loan decision turnaround time with our members and our employee engagement.

Why SimpleImport?

We’ve had no reason to contact Support thus far – which is a good sign as we haven’t had any issues! I’ve started mentioning ProvenWorks and specifically the SimpleImport tool as a solution for anyone who needs to transfer data from Excel to nCino.

We thought our previous system coding in our previous loan origination system was efficient, but the SimpleImport tool was just as efficient if not better as now we can also drag and drop files.

In short, it’s an efficient, cost effective tool that requires marginal training demand and can be used by an individual or a team of users on a frequent or infrequent basis.


SimpleImport

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.

Mental Health UK masters Recurring Donations with SimpleImport

SimpleImport frees up time to concentrate on the actual work that we do.

Sharm Das, Database Manager at Mental Health UK

Bringing together the heritage and experience of four charities across the country who’ve been supporting people with their mental health for nearly 50 years, Mental Health UK provide support and services for the biggest societal challenges posing a threat to our mental health – and they won’t stop until everyone has the tools they need to live their best possible life.

The challenge: importing master-detail records into Salesforce

Mental Health UK receives donations from various online platforms including Facebook, Virgin Money and Paypal donations. Centralising this data – contacts, donations and soft credit – in their Salesforce org is crucial to cultivate a single source of truth about their donors and communicate using the most up-to-date information.

They needed a solution to make importing Recurring Donations into Salesforce as straightforward as possible.

  • Mental Health UK needed to import records with Master-Detail relationships into Salesforce, especially Recurring Donations
  • They required a process that was straightforward for their small team
  • Other solutions they investigated required lots of manual effort which was inevitably time consuming

The solution: empowering busy Salesforce users to import Recurring Donations easily

“I normally find importing such a laborious process, but now it is quick and easy!”

Jemima Woolgar, Senior Community & Events Fundraising Manager

With SimpleImport, Mental Health UK’s importing process is straightforward, even for multi-sheet files and master-detail records. Thanks to easy matching of Excel columns to Salesforce object fields, importing has never been so simple!

SimpleImport presents success and error files for each import, and the Mental Health UK team can use the handy Salesforce Records IDs on the import success files for further manipulations. Even better, the team can save import mappings for further use, saving time and effort on recurring jobs.

The result: importing made simple

“SimpleImport has saved us so much time. So streamlined and easy to use!”

Johnston Connelly, Events Fundraising and Engagement Officer

With SimpleImport installed, the Mental Health UK team can handle their Recurring Donations imports with ease. Crucially, this frees up their time to focus on what matters most: their mission.

An improved user experience

  • The Mental Health UK team can import recurring donations and handle soft credit quickly
  • No more anxiety around import jobs thanks to a clean user interface and undo button
  • Straightforward workflow with no need to export to CSV or run multiple import jobs for child records

Bigger picture

  • Mental Health UK can better track their donors and donations
  • Scalability as the team looks to use SimpleImport for other import jobs!
  • SimpleImport frees up time to concentrate on their mission

Why SimpleImport?

We asked Sharm Das, Database Manager at Mental Health UK why she would recommend SimpleImport:

“The most cost-efficient solution I have come across.”

We are privileged to support nonprofit organizations, such as Mental Health UK, with flexible discounts. And regarding support:

“The Support team has been amazing – very helpful and quick to respond.”

Help Mental Health UK provide everyone with the tools they need to live their best possible life

Find out more about Mental Health UK and support their vital work across the UK.


SimpleImport

Importing files is 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.

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.

Dale Carnegie supports their franchise network with SimpleImport

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 use simpleimport for salesforce to support their franchise network

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

Why SimpleImport?

“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


SimpleImport

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.

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.

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 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.

How PhoneTools helps Ebury with UK TPS & CTPS compliance

“PhoneTools mitigates the risk of being fined by the ICO (Information Commissioner’s Office), it is really well embedded in our Salesforce Organisation and it’s one of the best installs you can find on the AppExchange, it is simple and does what it needs to do.”

Stuart Reeves, VP Sales Technology, Ebury

The Use Case

Ebury is a financial technology company, specialising in cross-border payments, FX risk management and short-term lending. Ebury’s unique product offering helps businesses to accelerate their international growth by unlocking capital and protecting their margins. Using innovative products and technology, they are able to bring the kind of service and pricing normally reserved by banks for their largest clients to SMEs. Currently, Ebury works with over 40,000 businesses and organisations around the globe, and has traded over $19bn in foreign exchange in the past 12 months.

When making outbound calls to UK numbers, you must screen the numbers against TPS and CTPS (Telephone Preference Service) databases. Failing to do so can not only risk company reputation but also lead to a fine of up to £500,000 by the ICO. More information on this can be found here.

Ebury makes millions of outbound phone calls each year and needed a screening solution for their Salesforce environment. Manual screening was time-consuming and prone to human error, so an automated method that wouldn’t require ongoing administration was preferred. They were looking for an easy-to-use, visual solution requiring minimal user training.

PhoneTools from ProvenWorks – The Solution

Ebury discovered PhoneTools on the Salesforce AppExchange and were pleased to see it integrated directly within Salesforce, aligning perfectly with their ongoing goal of systems consolidation. It’s a simple solution that can be placed on any object to flag the record and inform users if phone numbers exist on either the TPS or CTPS databases.

Installation was ‘self-explanatory and easy’, and users only require a single sentence of training to understand the meaning of the PhoneTools traffic-light notifications – vital for rapid onboarding of new staff. Since they make the most of the automated functionality, users already have numbers screened before they go to call them.

Cost/Benefit Analysis

To avoid being fined by the ICO, you need to be compliant with the PECR and screen numbers against the TPS and CTPS databases for anyone you are making outbound calls to. The ICO has the power under PECR to impose a financial penalty on a data controller of up to £500,000. Given that the minimum purchase for PhoneTools is just £100/month this was a ‘no brainer’ for Ebury and why they have remained a valued customer since 2015.

Why Ebury Would Recommend ProvenWorks

PhoneTools is lean and simple, easy to install and maintain, and we always have a positive experience when contacting support. Support queries have been quickly resolved and you always get put through to a real person who understands the product. It’s always a matter of how can we make this work, as opposed to sorry we can’t help here. It is simple and does what it needs to do.

Want to find out more? Get your free trial on the AppExchange today.

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