Example data cleaning and data enrichment projects
The data projects we work on commonly fall into 4 categories: data cleanup, data enrichment, contact discovery and data administration.
The fourth category, data administration service, centralizes Account, Contact and Opportunity record creation to a data steward. As a result, we fix the “bad data in – bad data out” problem.
De-duping Contacts & Identifying the Primary Record
Determining the primary record to keep after duplicates are merged together can be surprisingly complex. Here we evaluate a large number of field values and progressive IF-THEN rules.
Validating Data in a Purchased List of Contacts
An example of how we validate a list of Contacts purchased from a vendor. The customer wanted to be certain the data was highly accurate before committing sales and marketing resources to using it.
Cleaning Unresolved Emails in Salesforce and Appending Records as Necessary
Customer wanted all Leads or Contacts their sales team was emailing to have a record in Salesforce.
Updating Leads Using Complex Instructions
The project in this example was updating Leads for use with Pardot marketing automation campaigns.