Cloudingo is one of the best and most important tools I use!
Pros
- Filter creation. I can create de-dupe filters on any and every field on our account, contact, and lead records. It has great built-in operators for the filters as well. Like URL, name cleaned, case sensitivity, spaces removed, etc.
- Imports. I LOVE that I can import new records and de-dupe at the same time. Saves so much time!
- Marketo integration. We actually don't use this, but it is very powerful. Marketo can't convert leads to existing accounts in Salesforce, and it always creates an opportunity. With this integration, you can run conversions through Cloudingo and avoid all of that.
- Cost. The standard package has so much functionality and is priced very fairly. You get a ton of value for the price.
- Lead to contact merges/dedupes, and lead to account conversions. Leads can be matched to existing accounts and can be merged with contact duplicates. Cross-object merges and conversions are super powerful.
- Custom object de-dupes.
- Support is GREAT! Always super quick to respond, very knowledgeable, and very helpful!
Cons
- I wish there were a few more merge operators. You can set merge rules based on "equals", "oldest date", etc., but there is no "contains" operator.
- Hard to use. The platform is just very complex. Not sure how you'd get around this though since this type of mass action is very involved.
- The price difference between the standard package and the pro package is a very big jump. But it has to be since the pro uses a REST API.
Return on Investment
- I have used it to clear out tens of thousands of duplicate records.
- I have used it to import about 100 thousand records while de-duping at the same time.
- The time saved is immeasurable.
Other Software Used
Marketo, LeadIQ


