Unlock the potential of Salesforce AI
Create a unified, trusted, AI-ready customer data foundation in Salesforce CRM that powers actionable insights and accelerates enterprise outcomes.
Salesforce AppExchange Industry Insider series.
For all industry verticals we offer Courtesy Proof-of-Concepts to demonstrate the value of clearMDM in your Salesforce Sandbox!
Visit us on the Salesforce AppExchange.
clearMDM delivers clean, defragmented Salesforce CRM data which optimises AI and Salesforce Data 360 outcomes. Designed for setup by Salesforce Administrators.
Multiple views of the Customer in the CRM impact user productivity and reporting accuracy.
clearMDM supports an automated data flow where records are cleansed, matched and merged in near real-time to deliver a high value Customer Master.
Fragmented data impacts upon customer experience.
clearMDM implements near real-time data processing for new and changed records.
Time-critical decisions can now act upon data that is accurate within seconds of change.
Multiple sources of consent impacts on data protection and privacy compliance.
clearMDM enables rules-based management of consent indicators based on source, frequency or recency.
Complex data and high data volumes require flexible data governance processes.
clearMDM enables rules-based control over the data stewardship process, rules can reference field values or a match score for a dynamic approach.
Different types of Customer Data require different rules and data cleansing services.
clearMDM rules for Cleanse, Match and Merge can be applied conditionally based on the type of Customer data or factors such as brand or market.
Scalable and Secure CLEANSE>MATCH>MERGE Data Flow
Cleanse
Match
Merge
clearMDM extends Salesforce with flexible, secure MDM features.
Master Record View. MDM Id, Record Linkages, Consolidated Data.
Real-time Data Cleanse. Cleanse date, scoring and data validity flags drive quality based MDM.
View the merge history for Master Record fields and restore prior values.
Rules based on Standard and Custom fields. Advanced matching algorithms.
SALESFORCE SINGLE CUSTOMER VIEW INFOGRAPHIC
IMPLEMENTATION SUPPORT
From best practice design guidance through to full-service MDM implementation. Tailored consultancy services available by request.
Courtesy proof-of-concepts available – Contact Us to schedule a POC in your Salesforce sandbox.