CRM fusion

SalesforceSalesforce

Unit Name

People Import

• PeopleImport is a stand alone Windows based program that is designed to allow the end user to develop customized import scenarios.

• These scenarios include customized passes to ensure duplicates are not created, but rather that existing Leads, Accounts or Contacts are updated.

• The application steps the user through various stages to take a spreadsheet of "People", map the input data to the fields in Salesforce .

Unit Name

People Import

• People Import can be used for

– Leads

– Contacts

– Accounts

• People Import compares uses customized matching techniques to identify records existing in salesforce and ultimately imports the list, updates existing records and only imports new records. 

Unit Name

People Import Stages

• Stage 1 – Mapping

– The stage where the input file is selected and fields from the data source are mapped to the appropriate fields in Salesforce. 

– Options are provided as to which fields should be inserted on new records and updated on existing records.

• Stage 2 – Compare

– Stage 2 is where the user decides if the input file should be compared to all records in Salesforce of just a subset of Leads, Contact, or Accounts.

Unit Name

People Import Stages

• Stage 3 – Matching

– The stage where the user decides how the incoming data will be compared against the Leads and/or Contacts already loaded in Salesforce.

– The user can select from a near unlimited (within reason) number of Lead and Contact matches and they can be performed in any order.

– The Match Steps act as a filter on the incoming data, if successfully matched in one of the Steps, then the updates from Stage 1 are processed.

If no match is found to an existing Salesforce record, then a new record can be created.

Unit Name

People Import Stages

• Stage 4– Global Campaigns & Tasks

– Stage 4 is where Campaign links and Tasks can be created globally for all records in the input file, or any records that were NOT linked to Campaign or assigned a Task in any of the matching steps in Stage 3. 

– This step is optional and can be skipped if no Campaigns or Tasks need to be assigned in the import.

• Stage 5– Results & Processing

– Stage 5 is where the search for duplicates is initiated.  The results can then be reviewed and verified, and ultimately committed to Salesforce.

Unit Name

CRM Demand Tools Overview

• Demand Tools can be a valuable data management tool for use with Salesforce.com

• DemandTools is a suite of modules to :

– Control

– Standardize

– Verify

– Deduplicate

– Import and generally manipulate salesforce.com data

• It also provides advanced data management capabilities with the use of scheduled bulk updates

Unit Name

CRM Demand Tools Capabilities

• You can also update thousands of Salesforce records from

– An Access Database

– Excel spreadsheet

– Or even a UDL file

• Demand Tools administrative toolset allows your administrator to clean duplicate objects of any type directly from your Salesforce CRM system.

Unit Name

CRM Demand Tools Modules

• There are 4 Modules associated with CRM Demand Tools

– Maintenance Modules

– Cleansing Modules

– Verification Module

– Discovery Module

• The Maintenance & Cleansing Modules each contain several useful tools within each section

• The Verification & Discovery Modules perform one task apiece

.

Unit Name

CRM Demand Tools Modules

• Maintenance Modules

– Import

– Update

– Data maintenance (ex zipfix)

• Cleansing Modules

– Single & Multi-table dedupe

– Lead to Contact/ Lead to Account Dedupe

– Mass Lead Convert

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Unit Name

CRM Demand Tools Modules

• Verification Module

– AddressVerify provides DemandTools customers with a direct link to a USPS and Canadian Certified online postal database.

– Providing CASS and SERP certified data our web services partner, StrikeIron Inc. makes the data available for a per transaction (hit) basis.

• Discovery Module

– Compares data in external databases to salesforce

– External data sources include XLS, MDB, CSV and UDL connections & can be compared to the data in ANY Salesforce.com table.

– Once matches are made an external results file is created.

– No actual information is modified.