What de-duplication application do you recommend to prevent duplicate leads/accounts/contacts from entering Marketo and Salesforce.com?

Anonymous
Not applicable

What de-duplication application do you recommend to prevent duplicate leads/accounts/contacts from entering Marketo and Salesforce.com?

We're looking to prevent duplicates when lists are imported and when users manually enter records in SFDC.  CRM Fusion and Ring Lead appear to be two leading vendors, but their solutions are quite different.  Interested in opinions from anyone who is using (or has used) these applications.  Thanks!
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Scott_Miller1
Level 1

Re: What de-duplication application do you recommend to prevent duplicate leads/accounts/contacts from entering Marketo and Salesforce.com?

Brian,

You might also look at Cloudingo (www.cloudingo.com).  I took a look at DemandTools CRMFusion and Cloudingo (but not Ring Lead) and went with Cloudingo because it was browser based, had one common view/interface for de-duplication of imports and existing records, and it was cost effective.  

It has some shortcomings (sophistication of boolean operations on matching expressions, no permanent memory of specific records marked as duplicate) but we've been able to work around them pretty well.

TrustRadius (our site) has a few reviews of DemandTools / CRMFusion here that you might also find helpful: (http://www.trustradius.com/products/demandtools/reviews)

Anonymous
Not applicable

Re: What de-duplication application do you recommend to prevent duplicate leads/accounts/contacts from entering Marketo and Salesforce.com?

...All list imported into Marketo will de-dupe automatically on the way in based on the primary key of email address. So if you can make sure all bulk data sync up into Saleforce via Marketo you are most of the way there...
Scott_Miller1
Level 1

Re: What de-duplication application do you recommend to prevent duplicate leads/accounts/contacts from entering Marketo and Salesforce.com?

It will get you most of the way there, but not handle the obscure cases that tend to annoy people, such as:
  • providing you one email address (personal) via one channel and a separate one (company) via another.  Or
  • when they switch companies.  Or
  • when a sales rep enters a duplicate for the same person at the same company with an alias (markt@company.com vs mark.townsend@company.com).  
Email address de-duplication is a good start, but it won't catch the corner cases that pop up at larger scale (# of leads/contacts or # of potential inbound channels)
Anonymous
Not applicable

Re: What de-duplication application do you recommend to prevent duplicate leads/accounts/contacts from entering Marketo and Salesforce.com?

Michelle_Tizian
Level 10

Re: What de-duplication application do you recommend to prevent duplicate leads/accounts/contacts from entering Marketo and Salesforce.com?

We use cloudingo and it's worked really well for us.  It does well with fussy logic.  We used to have 3000 duplicate records and we were able to dedupe on the SFDC side with cloudingo to 25 purposeful duplicate records, meaning that they need to be duplicate records for specific names who work for 2 companies and prefer to use the same email address.  I dedupe on the marketo side.  
Anonymous
Not applicable

Re: What de-duplication application do you recommend to prevent duplicate leads/accounts/contacts from entering Marketo and Salesforce.com?

Thanks everyone for the great feedback.  Clearly this is a big issue with lots of possible solutions.  Appreciate all of the ideas.