Tag Archive: Advanced use

Aug 13

Marketing Automation – Data Care

MA-SFDC

Caring about your data is like caring about your children, nurture it, give it your attention, and fill in the gaps to make the road ahead less bumpy and to give them the chance to be successful. It is not automation and auto-pilot, same goes with your data. B2B data decays at 35-40% a year …

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Aug 22

Case Story – AZZ, Inc.: Entry Check

AzzInc

Dupe Prevention in a market with many account locations Working with large corporations can be challenging when searching and when wanting to create new accounts for new divisions, locations, etc.  AZZ|WSI (a specialty repair and overhaul company) were looking for a smooth way of handling this, just until they came across DataTrim Entry Check, and …

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Aug 22

Case Story – Onstream Media Corp.: Entry Check

OnStreamMain

Preventing duplicates across sharing permissions Using salesforce in organization where the permission to records are limited based on organizational silos, Account Management models etc. can present a challenging when searching and when wanting to create new records.  A prospective company in one division could be and existing account in another.  Onstream Media Corp. (a leading …

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