Close

February 19, 2013

Tips for Clean Data When Connecting Gmail and LinkedIn with Salesforce

Integrating your Gmail account with Salesforce is a huge step towards peace of mind about your database. But email (and LinkedIn) can be a wild west of contact details, identities, and information. People who you email on one address might respond on another, spell their names slightly differently, or even different company domain names.

Ecquire does its best to match existing Contacts, Leads, and Accounts in order to update them rather than duplicate them. Ecquire employs a fine-tuned technology which we never cease improving using customer feedback. It even can work in LinkedIn when there is no email address available.

However, even the smartest algorithm can trip over itself in the real world. And if Ecquire is creating any dirty data it completely defeats its own purpose!

That’s why we created several ways for you to help Ecquire fight dirty data – because it’s your workflow, and you’ll always be smarter than the software.

Preventing Duplicate Contacts, Leads, and Accounts

To pick the right Account, simply start typing its name of an Account and it will auto-suggest from what’s already in Salesforce.

Screen Shot 2013-02-19 at 12.25.43 PM

 

To ensure you’re updating the right Contact, you can start typing in the email field and select the appropriate contact.

Screen Shot 2013-02-19 at 1.34.01 PM

 

To update a particular field for a Contact or a Lead (like a status) you can edit the field right inside Ecquire. If you don’t see it, click ‘more fields’ at the bottom.

Screen Shot 2013-02-19 at 12.27.03 PM

 

When Ecquire finds a match, it will let you know so you can correct it to point to the right person

automatch-UI

 

You’ll also know because the submit button will instead use the word Update

Screen Shot 2013-02-19 at 2.14.36 PM

becomes

Screen Shot 2013-02-19 at 2.12.23 PM

Ecquire has a feature called Auto-Submit. Its purpose is to submit emails you send to existing Contacts. It should not be creating any new Contacts or Leads, but just updating the ones you already have.

Screen Shot 2013-02-19 at 1.35.54 PM

That said, if you feel it’s causing any problems, you can turn it off from the Settings menu:

Inline image 3

 

Our biggest priority as a company is clean data for our customers – so if you have any ideas, or see a way we can improve, we would love to hear about your workflow and see what we can do to help.

We release software updates on a daily basis, so do not hesitate to reach out for urgent matters.

Find us at support@ecquire.com – emailing us there gets forwarded to the most immediately available team member and allows us to all collaborate on helping you.

Leave a Reply

Your email address will not be published. Required fields are marked *