Dedupe and Standardize
Marketo Data With M-Clean
Efficient, Cost Effective, Easily Configurable
Significance of Data Deduplication and Data Standardization
in Effective Data Management
Prevents multiple representatives from contacting a single individual simultaneously
Improves the performance of your marketing automation and CRM platforms
Facilitates the development of precise segments, enabling targeted marketing campaigns
Makes data shareable and accessible across an organization
Inaccurate data due to duplicates, inaccuracies, and inconsistencies can undermine the effectiveness of your marketing efforts. However, removing duplicate records from Marketo & Salesforce instances manually is time-consuming and prone to errors, leading to increased costs and skewed data in reports. To address this challenge, a dedupe solution is essential to ensure clean and accurate data for effective marketing campaigns and better ROI.
Unveiling M-Clean: Dedupe and Standardize Marketo Data
Keep Your Business Up & Running With Clean Data
Grazitti’s custom solution, M-Clean, automatically eliminates duplicate data from Marketo and CRM platforms like Salesforce/MS Dynamics, preventing the creation of new duplicates. This ensures a clean database, enhancing marketing campaign efficiency and ROI. M-Clean reduces lead volume costs, as platforms charge based on known leads.
Moreover, M-Clean is continuously enhanced based on customer needs and insights. Data standardization in Marketo involves refining and structuring data to ensure consistency, accuracy, and organization, facilitating effective marketing campaigns, lead management, and reporting.
Detect and Eliminate Redundant Data
M-Clean takes care of the tedious tasks of data matching and deduplication.
Within minutes of installation, easily identify duplicate records and merge them promptly.
Save hours of work by automatically merging duplicates instantly with a single click, minimizing the need for manual intervention.
Detect redundant entries and improve data quality, all while reducing the likelihood of errors caused by duplicate information.
Remove Errors and Inconsistencies
Eliminate inaccurate data with robust deduplication features that cater to both standard and custom objects.
Combine child records and parent records to avoid duplicates within a single account.
Customize deduplication criteria according to your business requirements, such as identifying cases where emails are the same but names or companies differ, or when emails and names are identical but firms vary.
Standardize data by removing errors and inconsistencies, enforcing a uniform structure and format across diverse datasets.
How Does M-Clean Work?
Implementing M-Clean in Marketo facilitates comparing and combining records from Marketo and Salesforce, enhancing data management. It prevents the transfer of duplicates from Marketo to Salesforce and ensures synchronized merged records back to Marketo. Additionally, M-Clean employs data standardization to provide a structured approach to data management, resulting in improved outcomes.
Data Deduplication Steps
Use the ‘Set M-Clean Mode’ option to choose your dedupe process configuration mode.
Here, you can decide whether to merge duplicates in both Marketo Engage and Salesforce or solely in Marketo Engage.
Specify the criteria for identifying duplicate leads in your database, such as email address, company name, or full name.
Select the ‘Identify Winning Record’ feature to define how merge rules are applied.
You can opt to select the record with the oldest or recently created or updated date as the winning record.
Customize field append settings to choose which fields to include from the winning record during the merge process.
Data Standardization Steps
Log in to your M-Clean account and click on the Standardization tab in the left menu.
Customize aliases for the chosen fields based on your requirements and add multiple values for the custom field.
Set up a webhook in Marketo and log in to your Marketo account.
Visit the admin tab, click on the webhooks link, and select the “New Webhook” link.
Return to your M-Clean account and access the Standardization tab by clicking on the “Install Standardization Webhook” tab.
Copy the details provided to create a new
webhook.
Finally, create a real-time campaign and invoke this Webhook using the person/lead created Data Value Changes filter for selected fields.
Key Features of M-Clean
Consistent Data Formats
Standardizing data involves ensuring that data fields like names, addresses, and phone numbers follow consistent formats.
Dedupe Using ‘Fuzzy Match Principle’
Detect and merge duplicates with the same name, and company name, but different emails.
Standardizing Categorization
Data standardization categorizes and groups similar data types, such as organizing various job titles into standardized job roles.
Configure Custom Dedupe Rules
Configure rules to identify the winning record and select how data should be updated for different fields.
Customize Filter Logic
Enhance the deduplication process and data cleaning through the ability to customize filter logic.
Update Field Value
Enable the modification of field values across selected records during the record merging process.
Automate Deduplication Scheduling
Set up scheduled deduplication to automatically check for duplicate records at regular intervals.
Automate Duplicate Detection
Use predefined rules to effortlessly identify duplicates with a single click which eliminates the need for manual efforts.
Optimize Your Data Management Process
Ensure Data Accuracy in Salesforce and MS Dynamics With M-Clean
Besides Salesforce, M-Clean can dedupe data in MS Dynamics too, ensuring clean and streamlined data.
Looking to Dedupe & Standardize Your Marketo Data in Real-Time?
Our Customers
Streamline Your Data Management Efforts With M-Clean
M-Clean can be customized based on the preference, usage, and utility of the user. And, the users can define rules to identify the winning records among the duplicates and merge them with the preferred records.
One-Time Data Cleansing
With M-Clean’s one-time dedupe, you can remove all existing duplicates from Marketing Automation and CRM platforms or merge them into selected records.
Preserve Data Quality
With standardized data, you can simplify error detection, ensure accuracy, and provide decision-makers with essential access to reliable information.
Live Dedupe Report
With live dedupe reports, you can check the history of the merged records at any time, including the number of duplicate records and how many of them were merged.
Custom Solution
With this solution, you have the ability to tailor field settings according to your specific business requirements.
Our Custom Data Management Services
Data Enrichment & Cleansing
We address and resolve any inaccuracies or gaps in the existing database to help you create a robust and inclusive marketing data repository. We enhance your operational efficiency, optimize customer outreach, and reduce the resources spent on managing the database.
Data Verification and Validation
We use semi-automated tools to conduct email deliverability testing to determine the validity of email addresses. We ensure data accuracy and consistency by aligning it with your preferred formats for compliance purposes. Get a high-quality email list and minimize the chances of being blocked.
Customized B2B List Building
We’ll gather all your essential contact details through various platforms such as LinkedIn, Facebook, Google+, ZoomInfo, Hoovers, Manta, EmailTester, Email Verifier, Lead411, and more. Then, maintain the lists and keep them updated through stringent validation procedures.
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