Your customer relationship management (CRM) system is key to understanding your customers, personalizing their experiences, and driving revenue. However, inconsistent data makes it difficult to query and report on, and throws off every other process (e.g., personalized marketing campaigns) that relies on it.
DemandTools from Validity features include mass update capabilities to maintain consistent formatting across all data and systems, making human and computer analysis more feasible and accurate.
Move from messy data to a CRM you can finally trust.
Say your CRM includes fields with “CA,” “Calif,” and “California” all representing the same state—or phone numbers stored in every format imaginable. These inconsistencies don’t just clutter your database—they can break automations, distort reports, and undermine user confidence. Without consistent standards, your team can’t fully trust the data they rely on, and your customers and prospects can’t trust the experiences built on it.
What if you could move from data disarray to a place of clarity and trust?
Standardize all your CRM data for complete consistency with DemandTools.
DemandTools from Validity is the definitive solution to enforce data quality at scale—no more wrestling with spreadsheets or running endless manual updates. The mass modification feature lets you apply standardization rules across your entire database in minutes.
Modify millions of records at once to enforce your standards.
With the Mass Modification module, you can apply data standards across your entire CRM in just a few clicks. Here’s how to use it:
- Decide how you want your data to look and set your standards.
- Create a new Modify scenario and select the fields you want to standardize.
- Use DemandTools’ built-in formulas, user-defined values, or copy-paste transformation logic to transform your data. For example: Unify job titles (e.g., “CEO,” “Chief Executive Officer,” “C.E.O.” all become “CEO”).
- Preview your changes to ensure accuracy, then run the scenario. DemandTools will update records in minutes.
- Schedule your Modify scenarios to run automatically, so new data becomes standardized as it enters your CRM.
Build a single source of truth for every customer.
Standardizing your data with mass modification creates an accurate single customer view (SCV). An SCV consolidates all customer information from various sources into a single, unified profile. With DemandTools, you can merge duplicates accurately, create hyper-targeted segments, and deliver reliable reports. With a complete, 360-degree view of each customer, you can enhance personalization and improve engagement strategies, leading to more effective marketing campaigns and increased customer loyalty.
Automate your data standardization to keep your CRM clean for good.
DemandTools lets you schedule your mass modification scenarios to run automatically. Your CRM stays clean and you stay stress-free, even as new data flows in. Whether you need daily, weekly, or monthly updates, DemandTools keeps your data ready for action.
Schedule a free demo to see how you can take control of your CRM and unlock its true potential.