Data CleansingDedupe SalesforceMachine Learning

Using A Salesforce Deduplication App? Here’s Why You Should Switch to DataGroomr

By January 25, 2022January 31st, 2022No Comments

Salesforce is a powerful, easy-to-use application that lets you track and target sales and marketing activities, but there’s a catch. If your environment contains more than three duplicate records, Salesforce—or any CRM for that matter—won’t reach its full potential. It’s more than likely that you need to add a deduplication app to your process to keep data clean.

It’s an issue not just for Salesforce administrators but also for marketing departments that need to track campaign success and ROI. Salesforce duplicates can skew results and often mean a campaign is attached to the wrong record, making it difficult to accurately invest marketing dollars on the most effective campaigns. Sales departments also suffer from Salesforce duplicates. Duplicate leads, contacts, and accounts can result in account ownership conflicts, incorrect opportunities, and inaccurate forecasts. Keeping data clean is our priority and why we are constantly innovating our machine learning algorithms to seek and eliminate duplicates.

Continue reading to discover how DataGroomr provides more value and greater peace of mind about the state of your data.  

Contents

  1. Why switch from RingLead to DataGroomr?
  2. Why switch from Cloudingo to DataGroomr?
  3. Why switch from Duplicate Check to DataGroomr?
  4. Why switch from DemandTools to DataGroomr?

Why Switch from RingLead to DataGroomr?

Reason 1: You Will Find Greater Value with DataGroomr for A Lot Less 

While RingLead has many different data cleansing and enrichment features, it’s not affordable for many small and medium-sized businesses. The starting annual price is around $12,000. Keep in mind that their pricing model is per user. If you need multiple licenses, you really need to do the math to figure out whether or not RingLead will be worth your investment.  
 

DataGroomr offers greater data cleansing capabilities at a much more affordable price. Plans start at $995 a year, which includes all deduplication, merging, importing, and verification features. There is also a micro subscription for just $99/year for companies that have fewer than 10,000 records. All in all, you will find that you will get a lot more value for the money you spend with DataGroomr, especially given the machine learning capabilities.  

Reason 2: DataGroomr’s Machine Learning Does the Work for You 

With a RingLead subscription, you will need to pay at least $12,000/year for each user license, but you will also need to do a lot of time-consuming work, like setting up matching rules. According to the RingLead website, they have more than 45 available matchers, such as company name, first name, last name, etc. The onus is on the user to take all of these matching parameters and mix and match them to dedupe the Salesforce environment. How are you supposed to account for every possible “fuzzy” duplicate? How are you supposed to know which field should be given more weight and exactly how much? Do you have the time to sit there and figure all of this out? 

One of the main things that separate DataGroomr from all of the other deduplication tools on the AppExchange is that we leverage machine learning to dedupe Salesforce instead of relying on rule creation. You will get a side-by-side view of the records suspected of being duplicates, either in DataGroomr or Salesforce, and you will be able to label each record as a duplicate (or not). The system will automatically learn from your choices and identify future records accordingly — without a complex setup process. Simply connect DataGroomr to your Salesforce and start deduping right away.  

Reason 3: DataGroomr is Easier to Use 

While RingLead may have many different features, the user interface is not very self-explanatory, which increases an already long learning curve. This means that you and your team will need to spend additional time contacting support, reading documentation, conducting various trial-and-error processes until you are able to configure the system to work the way you need. All of this is on top of the already extremely time-consuming setup process.  
 

DataGroomr has a very intuitive platform interface that provides you with clear instructions on what you need to do and provides you with feedback so you always understand what’s going on. All of this makes it very easy to review records side-by-side, create merge rules, and even more advanced operations such as customizing the deduping algorithm.  

Why Switch from Cloudingo to DataGroomr?

Reason 1: Convoluted Setup Process 

Cloudingo requires you to set up various matching rules and filters to catch duplicates — a time-consuming process. More importantly, you are on a wild goose chase. It’s not possible to account for every possible duplicate variation. The setup peppers you with various check-boxes that are your filter options, but you really don’t know which ones you need to check. All of this makes the deduping process heavy-handed and complex.  
 

DataGroomr does not require any setup whatsoever. Just connect DataGroomr to your Salesforce and start deduping. This means that there are no rules to set up and maintain. When you label records as duplicates or unique, the machine learning algorithms will automatically learn from your choices and adjust the field weights to better catch future duplicates. As a result, DataGroomr is replicating the human thought process through AI when comparing two records.  

Reason 2: There’s a Trust Deficit with Cloudingo

Not knowing which criteria to use when setting up filters, means there’s a trust deficit. You just can’t be sure how many duplicates are slipping through the cracks. For example, Cloudingo offers automated deduplication, but will you have enough confidence to allow it to run without human supervision? You don’t have confidence in its deduplication capabilities, is it worth paying $2,500/year per user for the Standard package or even $1,096 for the Basic plan? 

One of the biggest reasons you can have full trust in DataGoomr is that machine learning does all of the calculations for you. For example, you may want to use the email address as one of the deduplication criteria, but how would you know if the Email field is 2x more important than the First Name field or 2.7? There is no way a human can make all of these calculations. Therefore, in addition to eliminating the setup process, machine learning takes care of all these fine details to make sure no duplicates get through.  

Reason 3: Cloudingo is Slow 

When you upload new records into your Salesforce, Cloudingo would need to run all of these records through the match filters. For example, let’s say that you have 100,000 records in your Salesforce and you would like to upload an Excel spreadsheet that contains 50,000 records. The traditional rule-based deduplication apps would need to compare each new record with existing ones, meaning that there would need to be 5,000,000,000 comparisons done (100,000 x 50,000). Imagine how long this would take and how much it increases the probability of an error. Also, we need to keep in mind that 100,000 records is a fairly modest number of Salesforce records. There are lots of organizations that have hundreds of thousands or even millions of records. Therefore, the traditional approach is simply not very scalable to accommodate such models.  
 

DataGroomr takes a much smarter approach to deduplication, thanks to our machine learning capabilities. Instead of analyzing every single record, the machine learning blocks together similar-looking records into small yet manageable blocks and then analyzes them for duplicates. For example, if the First Name on each record starts with the same three letters, they could be blocked together. This significantly speeds up the deduplication process.  

Why Switch from Duplicate Check to DataGroomr?  

Reason 1: DataGroomr Offers Greater Data Cleansing Capabilities 

Duplicate Check allows you to scan your Salesforce environment for duplicates. But what about new leads that are uploaded via Excel spreadsheets? They do not offer any solutions to prevent new duplicates from being created. Therefore, it’s like you are on a never-ending treadmill. With Duplicate Check, you are getting a slight upgrade on existing Salesforce deduplication capabilities, which weren’t all that great in the first place. 

DataGroomr will analyze all of your imports before it reaches your Salesforce. This way you will be able to overcome your duplicate issues much quicker since you are tackling duplicates from both sides; i.e., duplicates prevented during imports and those that were entered in will be cleaned out by machine learning.

Reason 2: There’s No Complex Setup and Configuration  

Just like with other rule-based deduplication tools, Duplicate Check requires you to set up various “scenarios” for catching duplicates. This means that you will need to manually specify the fields, frequent words, matching method, field weights, threshold, and many other criteria. If you don’t know, for example, which weight should be given to a particular field, you are out of luck. By the way, even if you do figure all of this out, you will still need to keep adjusting all of these parameters every time a duplicate is created. Think about how much time your Salesforce admins will have to waste constantly tweaking these matching rules.  

DataGroomr leverages machine learning capabilities to eliminate any setup and configuration. You can connect DataGroomr to your Salesforce and start deduping. Machine learning will also take care of calculating things such as field weights, threshold levels, and many other parameters so you can focus on deduping. The Active Learning capabilities allow DataGroomr to automatically adjust the deduping algorithms to better match your individual needs.  

Reason 3: You Can Get More Value for Less 

When we look at Duplicate Check’s pricing, it becomes clear that you can get more data cleansing capabilities and fewer headaches for less. For example, if you have 100,000 records you will need to buy the Premium package which costs $2,639/yr. Since this is how much they charge for 100,000 records, it may be hard to justify paying anything more than that. Another thing you should consider is that Duplicate Check does not offer the full set of features in every plan. You may have a small number of records, but you really need a particular feature, you will need to spend more just to get that feature.   

DataGroomr offers the Standard package for $995/year for organizations with fewer than 100,000 records. We also offer a full set of features in all editions. In addition to simply comparing the prices, you should also consider how much time and resources DataGroomr can save your team. Your deduplication jobs will be done faster, your admins will not have to waste time managing rules, the data in your Salesforce will be more reliable. All of these things need to be factored in when considering the prices.  

Why Switch from DemandTools to DataGroomr?  

Reason 1: Complicated Setup Process 

DemandTools is a very different product from the other rules-based deduplication apps we looked at earlier. In order to use Demand Tools, you would need to download it locally to your device. Once you have it downloaded, there is a very complicated setup process to capture all of the scenarios. This is a recurring issue we have seen with other deduplication tools, and DemandTools has not made it easier to set up their product.  

With DataGroomr, there’s nothing to download or setup. The machine learning does all of the complex work for you. You don’t have to think about the match criteria and set up new rules every time a new duplicate is detected.  

Reason 2: The Price Doesn’t Match the Value 

The minimum annual price for DemandTools is $1,200 and more than what DataGroomr charges, which is $995. So, you are paying more money for Demand Tools and yet you have to do more manual work to set it up and maintain all of the matching rules. That doesn’t really make sense from a cost-benefit point of view.  

As mentioned earlier, DataGroomr charges less for an annual subscription and there is also a micro subscription for $99/year for organizations with fewer than 10,000 records and one user. If we look beyond the costs, we also see that DataGroomr offers more value since it eliminates a lot of manual work for you and your team. Also, since DataGroomr leverages machine learning, you will get more peace of mind that your data is duplicate-free.  

Reason 3: The Interface is Not User-Friendly  

The DemandTools user interface is not very friendly and presents a steep learning curve for new users and headaches for experienced ones. This means that users will need to spend more time completing tasks, they will make more errors, and potentially feel more dissatisfied with the product.  Such usability issues cause decreased revenue, productivity, and customer retention rates.  

DataGroomr offers an intuitive UI that is easy to navigate even for users of all levels. You can intuitively locate exactly what they’re looking for, even if you aren’t entirely sure where it is. to the result: Happier and more confident users.  

When You Factor in All of Your Criteria, DataGroomr is the Best Way to Go 

Salesforce administrators are constantly looking for smarter ways to accomplish their tasks and DataGroomr offers a much smarter approach to data cleansing. While other apps simply rely on rule creation to augment the deduplication capabilities offered by Salesforce, we took an entirely new route by leveraging machine learning. This takes a lot of the work off the shoulders of your employees, which makes DataGroomr the top best deduplication tool for modern businesses.  

Try DataGroomr for yourself with our free trial.   
 

Steven Pogrebivsky

About Steven Pogrebivsky

Steve Pogrebivsky has founded multiple successful startups and is an expert in data and content management systems with over 25 years of experience. Previously, he co-founded and was the CEO of MetaVis Technologies, which built tools for Microsoft Office 365, Salesforce and other cloud-based information systems. MetaVis was acquired by Metalogix in 2015. Before MetaVis, Steve founded several other technology companies, including Stelex Corporation which provided compliance and technical solutions to FDA-regulated organizations.