Cloudingo - duplicate merging and address standardization for a non-profit
Use Cases and Deployment Scope
The organization also uses the address records in Salesforce to send physical mail to their clients. We also use Cloudingo's address cleaning/standardization modules to update address records (to automatically update road to Rd, or pobox to PO Box, for example).
Pros
- Duplicate merging
- Address cleaning/standardization
Cons
- Searching for duplicate records
Likelihood to Recommend
The most useful scenario I have found is for merging duplicate contact records. I find it very helpful that the software "lines up" suspect records and it is easy to manually set individual fields as the master field. The biggest headache is when I've found Salesforce records that I know to be duplicates, but the Cloudingo filters I have set up do not pick them up. I haven't found a way to identify individual records and tell Cloudingo to merge them.
