Plauti Data Management (PDM) is a complete data management solution that is native to Salesforce. Unify your customer data, create a trusted customer view, and ensure efficient lead routing and assignment within Salesforce.
Determine what bad data is, how to merge and consolidate, validate fields, and what data is kept or discarded. Seamlessly align data management with your business logic by setting fine-grained identification, cleaning, and routing rules to ensure leads are assigned to the right team members efficiently.
Prevention is 10 times cheaper than correction. Detect bad data from any point-of-entry (API insert, import, web to lead), directly consolidate, verify contact & lead data and let end-users receive live alerts & suggestions upon viewing, inserting, or updating data in Salesforce.
When you connect more and more data silos to your Salesforce CRM, manually cleaning all that data is not feasible. Plauti Data Management offers a range of automation options (from scheduled jobs to direct processing of new records) to keep your data clean. Automating saves you countless hours of work, but you maintain full control in what happens with your data: automatically fix or list for manual review.
Daily human error causes data to decay further. Empower end-users with live alerts, suggestions, and mass actions to prevent & clean bad data when viewing, updating, or inserting data in Salesforce. Make maintaining good data hygiene a company-wide effort.
All personal data never leaves Salesforce because all functionality is SFDC native. Plauti Data Management is also compatible with shield encryption and passed the rigorous Salesforce AppExchange security audit.
Leverage Apex plugins, Apex or Rest API, Flow Actions, Lightning components to seamlessly integrate data improvement in your processes - all within Salesforce. Workflows will hardly change, making sure that your data quality and CRM adoption will immediately improve.