What de-duplication application do you recommend to prevent duplicate leads/accounts/contacts from entering Marketo and Salesforce.com? | Community
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December 3, 2013
Question

What de-duplication application do you recommend to prevent duplicate leads/accounts/contacts from entering Marketo and Salesforce.com?

  • December 3, 2013
  • 6 replies
  • 1895 views
We're looking to prevent duplicates when lists are imported and when users manually enter records in SFDC.  CRM Fusion and Ring Lead appear to be two leading vendors, but their solutions are quite different.  Interested in opinions from anyone who is using (or has used) these applications.  Thanks!
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6 replies

Level 1
December 3, 2013

Brian,

You might also look at Cloudingo (www.cloudingo.com).  I took a look at DemandTools CRMFusion and Cloudingo (but not Ring Lead) and went with Cloudingo because it was browser based, had one common view/interface for de-duplication of imports and existing records, and it was cost effective.  

It has some shortcomings (sophistication of boolean operations on matching expressions, no permanent memory of specific records marked as duplicate) but we've been able to work around them pretty well.

TrustRadius (our site) has a few reviews of DemandTools / CRMFusion here that you might also find helpful: (http://www.trustradius.com/products/demandtools/reviews)

December 3, 2013
...All list imported into Marketo will de-dupe automatically on the way in based on the primary key of email address. So if you can make sure all bulk data sync up into Saleforce via Marketo you are most of the way there...
Level 1
December 3, 2013
It will get you most of the way there, but not handle the obscure cases that tend to annoy people, such as:
  • providing you one email address (personal) via one channel and a separate one (company) via another.  Or
  • when they switch companies.  Or
  • when a sales rep enters a duplicate for the same person at the same company with an alias (markt@company.com vs mark.townsend@company.com).  
Email address de-duplication is a good start, but it won't catch the corner cases that pop up at larger scale (# of leads/contacts or # of potential inbound channels)
December 3, 2013
Michelle_Tizian
Level 10
December 3, 2013
We use cloudingo and it's worked really well for us.  It does well with fussy logic.  We used to have 3000 duplicate records and we were able to dedupe on the SFDC side with cloudingo to 25 purposeful duplicate records, meaning that they need to be duplicate records for specific names who work for 2 companies and prefer to use the same email address.  I dedupe on the marketo side.  
December 12, 2013
Thanks everyone for the great feedback.  Clearly this is a big issue with lots of possible solutions.  Appreciate all of the ideas.