Skip to content
Customer Experience

Improve customer experience with clean CRM data

Give your team clean, accurate Salesforce or Microsoft Dynamics 365 CE data so every customer interaction is personal, consistent, and backed by the right record.

Native to Salesforce and Microsoft Dynamics 365 CE

  • Proactive communication. Photo by BaljkanN 4 on Unsplash

    Personalized, proactive communication

    Reach customers with the right message at the right time, built on records your team can trust.

  • Customer satisfaction. Photo by Vitaly Gariev on Unsplash

    Customer satisfaction

    Fewer errors and faster responses build trust with every interaction.

  • Customer-centric process during team meeting. Photo by Brooke Cagle on Unsplash

    Customer-centric processes

    Every team works from the same clean record instead of reconciling data across systems.

Struggling with poor customer segmentation?

Duplicate records split one customer's history across several accounts. Finding and merging those duplicates gives you a single, reliable record for each customer, so segmentation and personalization work off real data instead of guesses.

A man who is frustrated about poor data segmentation

Losing touch with your customers?

Bad contact data means messages bounce or never reach anyone. Verifying emails, phone numbers and addresses before you send keeps your outreach landing in front of real customers and protects your sender reputation.

A shopper walking through a brightly lit retail store lined with product displays

Missing revenue because lead assignment is slow?

A lead sitting in a queue is a lead a competitor answers first. Routing leads and cases to the right rep automatically, the moment they arrive, cuts response time and puts every opportunity in front of someone who can act on it.

Laptop on a table displaying a dashboard with charts and summary metrics

Too much data to clean by hand?

Standardizing fields one record at a time doesn't scale past a few hundred rows. Automating standardization keeps large and small imports consistent, so every customer record, old or new, meets the same bar and every interaction draws on accurate data.

Stacks of paper folders and binders piled on an office desk
  • Dedicated CS team
  • Full-service onboarding and implementation
  • Business ROI reviews
  • Smooth rollout
  • Tailored customization

What Honeywell says

Top-tier customer experience

Customer experience is top-tier. I cannot say enough good things about the customer success manager paired with our organization. Their commitment to the success of our team has been outstanding.
Justine Miller quote

Justine Miller, Senior Data Management Supervisor

Honeywell

Honeywell

Bring accurate data to every customer interaction

Plauti gives you one accurate, unified view of each customer, so you can personalize every interaction and act on it with confidence. Clean data cuts response times and protects your brand reputation, and automating the cleanup work frees your team to focus on customers instead of records.

Two colleagues working at their laptops in an office

Enterprise-grade service

A dedicated customer success team, guided onboarding, and regular ROI reviews back every stage of your rollout, so your data stays clean as your team and record volume grow.