Listware for Salesforce®: The All-in-One Data Hygiene Tool for CRM

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By Kevin Ubay-Ubay, Channel Manager


Managing leads and contacts in Salesforce can be quite a hassle. With Salesforce being a cloud CRM, you could imagine a situation where multiple people from various sales centers are entering addresses, phones, and emails into a single Salesforce org. Chances are very likely that some of that data could have been entered incorrectly. This is a costly mistake in terms of the amount of time and effort it would take to determine and track which records are indeed good and valid. Listware for Salesforce is an app that brings in various data quality tools to clean and update addresses, phones, emails, and names globally.

Here are some of Listware's capabilities:

  • Verifies and standardizes international name, address, phone, and email information
  • Reduces keystrokes by 50% with address auto-completion
  • Appends missing email, phone, address, demographic, and geographic information to improve sales and marketing efficiency

Taking a Closer Look at Listware

When you bring up a customer contact on Salesforce, you may find yourself asking these questions:

  • Is this person's address indeed deliverable?
  • Can I call this phone number?
  • Can I contact this person by email?

Listware can answer these questions for you. Packaged in the app is a global/international component that can validate (determine if they exist and are deliverable) and standardize (ensure that the address is written in its correct mailing format) addresses in over 240 countries and territories. In addition, geocoding (latitude/longitude) is also available for 40+ countries.

For email addresses, the global component can parse, correct typographical errors, standardize, and perform validation down to the mailbox level. The real-time email mailbox validation removes up to 95% of bad emails. For phone numbers, Listware can examine international phone numbers and indicate if the phone number is valid for the region, and if any area code updates are needed.

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Global Address Auto-Completion

Want to prevent bad addresses from being entered into your Salesforce org? With Listware's address auto-completion, not only are you preventing typos, but you're also reducing the number of keystrokes and the time to enter in a new contact. Simply start typing in an address and suggestions will start to appear:

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You can also enter addresses by first specifying the postal code which will narrow down the number of possible street addresses:

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Enabling address auto-completion can be done for any object (including custom) by adding in a custom VisualForce page containing the address auto-completion component.

Determining the True Identity of a Customer

In addition to standardizing and validating the address, phone, name, and email, Listware can perform additional operations such as verification and append records within the U.S. What if you wanted to know if there actually is a person with a specific name living at an address? Whether the phone number is indeed associated with the name and address? Listware can answer this by indicating which pieces of your contact record (name/address/phone/email) correspond with each other.

Sometimes, you may also have gaps in your contact data. For example, you may have the person's name and address, but not their phone and email. Listware's U.S. component can append any missing data it can find.

Listware's U.S. component also provides move updates. In short, by examining the name and address, we can do a check to see if the person has moved to another location and return back their latest address to you.

Batch Processing

Some users may already have a large amount of existing records in their Salesforce org that need to be standardized and validated. For situations like this, Listware provides a simple way to start up batch jobs that will run through all your records in one swipe:

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After processing all your records, you can view a summary of the results and search through your records with various parameters including the result codes:

img-dqinsider-summary-result-code-screen[1].jpg

Property & Mortgage Information

Listware can also provide property & mortgage data for over 140 million U.S. properties. Here are some fields of information that can be returned:

  • Owner name and address
  • Parcel range, section, township & zoning
  • Number of bedrooms & baths
  • Appraised & market values for the property
  • Date when property was last sold
  • Mortgage lender name, amount & type

An ideal feature for investors and real estate professionals, these categories of information are very important to those interested in finding real estate trends.

Custom Objects

Any Salesforce object (whether it's a custom or standard) can be used within Listware. By default, Listware is only enabled for Lead, Account, and Contact objects. You can also request an enterprise key by speaking with one of our sales reps that will support other objects, including custom ones. Simply put, for any object that you want to use, just tell Listware where all the data is by mapping the input and output fields:

img-dqinsider-create-mapping-screen[1].jpg

Custom Objects

So that's an overview of Listware for Salesforce. If you'd like, you can test all these features by trying Listware for free.

Just look for us on the AppExchange: (https://appexchange.salesforce.com/listingDetail?listingId=a0N30000000pvskEAA) and install the plugin.

For more info, go to: http://www.melissa.com/plugins/listware.html

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