DataGroomr Review – AI Salesforce Deduplication, Verification, and Data Standardization Tool

Understanding the Importance of Clean Data

Imagine running a marketing campaign and accidentally sending the same email to a customer more than once. Frustrating, right? This not only annoys customers, but it also wastes your resources and hurts your brand’s reputation. Duplicates in Salesforce can cause big problems for businesses. They fill your database with extra entries, making it hard to find the right information and leading to poor decisions. How to avoid these issues? Investing in Salesforce data cleanup is essential for maintaining a reliable and efficient database.

Now, think about how many chances you might miss if your information isn’t clean. Each duplicate entry could hide important information. If you are considering integrating AI with Salesforce, it’s essential to have clear and well-organized data. Without a good deduplication tool, your AI-powered insights will be full of errors, leading to inaccurate predictions and unreliable automation.

But what if I told you that there is a smart helper that quickly finds and merges duplicate records for you? DataGroomr is one of the most powerful and user-friendly Salesforce deduplication tools, ensuring you can trust the quality and accuracy of your records. It effectively identifies and eliminates duplicates, checks the accuracy, standardizes formats, and automates maintenance – all within a single, comprehensive data quality management solution.

Did you know that this is the only app that uses AI for data deduplication, making it smarter and more accurate than traditional tools? It doesn’t just look for exact matches – it learns and understands patterns, helping you clean your records with confidence and precision.

Why Choose DataGroomr?

When it comes to keeping your records clean and accurate, the app stands out from other tools for several reasons. You could ask why? At first, it has a fast and easy-to-use design that anyone can understand. You won’t need to spend time setting it up or configuring it.

Secondly, Salesforce data deduplication is essential for maintaining clean and accurate records. The app uses smart machine learning to find duplicates in your records, even if they aren’t perfectly organized. You can easily merge duplicate records in three different ways: by viewing them side-by-side in DataGroomr, comparing them in the CRM, or using the Mass Merge feature for big updates.

Thirdly, the app ensures reliable and safe data management. Worried about making mistakes? The app offers Undo and Restore options, so you can reverse any unintended merges. It also stops duplicate records from data imports by catching them before the data is loaded.

Fourthly, you can take full control of your data management with advanced features like the Rule Designer and the ability to train your own AI model. The Rule Designer lets you create custom rules for merging duplicates based on your specific business needs. Meanwhile, training your own AI model ensures that the system learns from your data, improving accuracy over time and adapting to unique patterns in your records. With these features, you can fine-tune the deduplication process and make data management more intelligent and efficient.

For teams that want to save time, the app automates repetitive tasks, making sure your database stays clean with little effort. Plus, it keeps a detailed audit trail, so you always know what changes have been made.

To ensure you get the best experience, the app provides comprehensive support resources, including detailed documentation, informative blog posts, and helpful videos. You can get help directly from the website or by clicking the help icon in the app tab within Salesforce. 

Benefits of Using DataGroomr for Salesforce

The DataGroomr Salesforce helps you get the most out of the CRM by solving common issues. This AI-powered solution makes it easy to find and remove duplicate records, so your team can work faster and with more confidence. Let’s look at how it can help your business with bulk update Salesforce capabilities:

1. User-Friendly Interface: The application is designed to be simple and easy to use. Your team won’t need any special training to get started. Anyone can jump in and start cleaning up records right away, making it a great tool for everyone in the company.
2. Data Management: DataGroomr is not just a deduplication solution – it’s a complete data management tool. With its ability to import, merge, and bulk delete records, it ensures your Salesforce org remains clean and organized.
3. Saves Time: With it, you can automate the process of finding and merging duplicates. This means your team spends less time on cleanup and more time on important tasks, like making sales or connecting with customers.
4. Improves Accuracy: Trusting your information is essential for making good decisions. The tool uses smart algorithms to ensure the best and most relevant details are kept. This way, your team can rely on accurate information for their work.
5. Enhances Customer Relationships: Nobody likes getting the same email or message multiple times. By removing duplicate records, the app helps you provide a better experience for your customers. This builds trust and strengthens your relationships, making customers feel valued.
6. Increases Efficiency: A clean database means your team can work more efficiently. When your records are organized, it’s easier to find the information you need quickly. This leads to faster responses and improved productivity across your team.
7. Seamless Integration: DataGroomr connects easily with your existing Salesforce setup. You don’t have to worry about complicated setups or disruptions to your workflow. Just plug it in, and you’re ready to keep everything clean!

Get Started in Minutes: Steps to Setting Up the App

The good news is that setting up the app is fast and simple – no technical skills are needed. In just a few clicks, you can start cleaning up your records and keeping your data accurate. Now, let’s see how easy it is to get started:

1. Install from AppExchange

• Find the app on AppExchange and decide – do you want to buy it right away or try it for free first?

The app offers a 14-day free trial, giving you time to explore its features. Or, if you just want a quick look, you can take it for a test drive in a demo Salesforce org – no installation needed!

• Select where you want to install it – Production or Sandbox.

• Agree to the terms and click “Confirm and Install”.
• Choose “Install for Admins Only” (recommended for setup).
• Wait for the installation to complete, then click “Done”.

2. Open the Application. You can access the app in two ways:

Option 1: Open in a Standalone Window

• Launch the application in a separate browser window.
• Enter your Salesforce credentials to log in.

Option 2: Open Inside a Salesforce Tab

• Open it from the App Launcher and follow the setup guide to sync your Salesforce records.
• After, you will be able to see the dashboard with all the information.

3. Start Cleaning Your Data

• DataGroomr’s AI Assistant will analyze your data patterns and recommend duplicate matching rules and run your first duplicate scan. 
• Review the results. You can adjust merge rules and merge records as needed.
• Set up automations to keep your data clean over time.

And that’s it! Your records are now cleaner, more reliable, and easier to manage. 

Top Features That Make Data Cleaning in Salesforce Easy

Maintaining clean and accurate information is crucial for any business aiming to operate efficiently and make informed decisions. That’s where this powerful tool comes in! It offers several smart features to help you manage your records easily and efficiently. Let’s take a look at what it can do.

Find and Merge Duplicates with TRIMMR

Duplicate records can be a big headache, making it hard to track customer interactions and sales. TRIMMR scans your records to find duplicate records and lets you compare them side by side. You can edit, merge, and clean up your data with just a few clicks. Plus, if you have leads that need to be converted into contacts or accounts, TRIMMR makes that process simple too. This means no more duplicate contacts or lost information!

TRIMMR in DataGroomr

To merge duplicates with TRIMMR, follow these simple steps:

1. Run the Duplicate Analysis: Start by running TRIMMR to scan your records for duplicates. The tool will quickly identify any matching records.
2. Duplicate Groups: Once the analysis is complete, TRIMMR presents you with a list of duplicate groups. You can click on each duplicate group to prereview the records that have been matched.

3. Review and Modify Duplicate Group: To compare the matched records, press the Review button.  This will display the records in a side-by-side comparison.  User defined merge rules will automatically select the surviving (Master) record and which data will be retained.  If desired, users can manually manipulate these selections in the easy to use interface.  
4. Merge the Records: Once you’ve made your selections, click the Merge button. TRIMMR merges the records, ensuring that no important information is lost.
5. Mass Merge: DataGroomr allows you to Mass Merge data based on match confidence and other criteria.  Mass Merges can also be easily scheduled to run automatically in SCHEDULR. 

Improve Data Accuracy with BRUSHR

Having the right contact details is just as important as removing duplicates. BRUSHR checks your data to make sure emails, addresses, and phone numbers are valid and formatted properly. This helps prevent mistakes like sending emails to the wrong address or calling outdated phone numbers. With BRUSHR, your team can trust that your data is always accurate and ready to use.

BRUSHR In DataGroomr

To clean and standardize your information using BRUSHR, follow these simple steps:

1. Run a Quality Analysis: Start a scan of your records. BRUSHR will check for issues such as incorrect email formats, missing information, or inconsistent data.
2. Review the Results: Once the analysis is complete, BRUSHR will provide a report highlighting any data quality problems found. Take note of the records that need correction.

3. Make Corrections: Use BRUSHR to edit and fix identified issues. You can standardize entries, correct errors, and fill in missing information directly within the tool.
4. Set Standardization/Transform Rules: Create rules for how information should be stored. For example, you can define how phone numbers should be formatted to maintain consistency.
5. Monitor Regularly: Set up BRUSHR to conduct ongoing checks for quality issues, ensuring that your records remain clean and accurate over time.

Import Without Creating Duplicates Using IMPORTR

Bringing new information into Salesforce from spreadsheets or other sources can be tricky, especially if you accidentally add duplicate records. IMPORTR helps by checking your CSV files before they’re uploaded. If it finds existing entries, it optionally updates them with new details instead of creating duplicates. This keeps your database organized and ensures all records have the latest information.

To keep your data clean while importing new records, follow these simple steps with IMPORTR:

1. Open IMPORTR.
2. Upload Your CSV File: Select and upload the file containing new records.

3. Match Fields: IMPORTR will automatically map the columns in your file to Salesforce fields. You can adjust the mappings if needed.
4. Detect Existing Records: The tool scans your database to find potential duplicates before importing.
5. Review and Update: Choose whether to update existing records with new information or create fresh entries.
6. Confirm and Import: Once everything looks good, complete the import, ensuring your database stays clean without creating unnecessary duplicates.

Automate Data Cleanup with SCHEDULR

Manually checking for duplicates and fixing information takes time, but SCHEDULR can do it for you automatically. You can set it up to scan for duplicates, merge records, and update information on a schedule that works for you. Whether you want daily, weekly, or monthly updates, SCHEDULR keeps your data clean without you having to lift a finger.

To streamline your duplicate detection and management tasks using SCHEDULR, follow these easy steps:

1. Access SCHEDULR.
2. Set Up a New Schedule: Choose to create a new schedule for regular scans.

3. Define Your Criteria: Specify the criteria for what constitutes a duplicate. This could include fields like email addresses, phone numbers, or any other relevant attributes.
4. Schedule Frequency: Select how often you want SCHEDULR to run – daily, weekly, or monthly – depending on your needs.
5. Review the Results: After each scheduled run, review the report generated by SCHEDULR. It will highlight any duplicates found during the scan.
6. Merge or Manage Duplicates: Use the insights from the report to decide whether to merge duplicates or take other actions as necessary.

Take Control with SUPERVISR

Every business has different rules for managing information, and SUPERVISR lets you customize how duplicates are detected and data is managed. You can set your own rules for finding and merging records, as well as, transforming data, ensuring that your org stays consistent and accurate. This gives you full control over how your records are cleaned and organized.

To effectively manage duplicates across your organization using SUPERVISR, follow these simple steps:

1. Open SUPERVISR
2. Select Objects and Matching Models
3. Define Matching Models: Use this interface to define Classic or Machine learning models.  The AI Assistant is very handy to identify and configure which fields are relevant for identifying duplicates.  You can choose which fields to check, such as names, emails, or phone numbers, and customize how strict or flexible you want the rules to be.

4. Select Rules
5. Define Custom Rules with Rule Designer: Use the Rule Designer feature to set up specific rules for selecting the surviving record (Master Record Rules) and the data that will be retained after the merge (Field Merge Rules) based on your organization’s unique needs. You can choose which fields are relevant in selecting the surviving record and how data will be preserved from the records that will be merged away.

6. Apply Rules and Models: The matching models and rules you created can be applied to datasets in TRIMMR.  Once that is done, you can run the Analysis again and see updated results.

DataGroomr Reviews: What Users Are Saying

An analysis of reviews from AppExchange shows that people find this AI-powered app extremely helpful in keeping their records clean and organized. It is one of the most powerful and user-friendly deduplication tools for Salesforce, ensuring you can trust the quality and accuracy of your information. With a 4.98-star rating on AppExchange, users agree that this tool makes management easier, faster, and more reliable than ever before. Here’s what they appreciate the most:

• Super Easy to Use: The simple and well-designed interface makes it easy for anyone to navigate, even without technical skills. No need for long training sessions, just open the app and start cleaning your records right away.
• Huge Time Saver: Instead of manually searching for duplicates and merging entries one by one, the tool does it for you in just a few clicks. Many users say they have saved hours of work each week!
• 100% Accuracy: Clean records mean better decisions. Users love how the tool helps them avoid errors, prevent duplicates, and keep customer information up to date.
• Smart AI That Gets It Right: Unlike basic duplicate checkers, the AI understands when records belong to the same person or company, even if names, emails, or phone numbers differ slightly.
• Custom Rules for Full Control: Every business is unique, and users appreciate the ability to set their own rules for finding and merging duplicates based on what works best for their team.
• No More Messy Databases: With automated scans and scheduled cleanups, users don’t have to worry about duplicates piling up over time. The tool keeps everything organized in the background.

AppExchange Reviews

Use Cases for DataGroomr

This deduplication Salesforce solution is designed to tackle various management challenges. Here are some specific use cases that highlight how different organizations can benefit from its capabilities:

1. Sales Teams Improving Lead Quality: Sales teams can use the app to clean their lead lists. By finding and merging duplicate leads, they ensure that sales reps have the best and most accurate information, which can help them close more deals.
2. Marketing Campaign Success: Marketing teams can use the tool to keep their email lists clean. By removing duplicate contacts before sending emails, they can achieve better responses and avoid annoying customers with multiple messages.
3. Better Customer Support: Customer support teams can benefit from the app by organizing their customer records. Merging duplicate entries helps them see all interactions clearly, allowing for faster and better service.
4. Accurate Imports: When importing large amounts of information, organizations can use the app to prevent duplicates from entering their system. This helps keep the database organized from the start.
5. Ongoing Cleaning: Businesses can use the tool to regularly check quality. By scheduling scans to find and fix duplicates, they can maintain a clean Salesforce environment without a lot of manual work.

Pricing Options for Every Need

Choosing the right plan for your business is important, and DataGroomr offers flexible pricing options to fit various needs. Here are the available plans:

The Standard Plan costs $1,195 per year and provides everything you need to keep your records clean. It allows you to easily deduplicate, merge, import, and verify your core information.

If you are a power user, the Professional Plan is a great choice at $2,395 per year. This plan includes advanced tools for custom deduplication, complex merges, and mass transformations, helping you manage your information more effectively.

For larger organizations, the Enterprise Plan is available for $4,795 per year. It includes all the features of the Professional Plan and adds powerful options like undoing and restoring merges, managing permissions for different roles, and integrating with APIs. This plan can also be customized to meet your specific business needs.

Each plan includes 100,000 records and one user. If your needs grow, you can benefit from tiered discounts. For additional records, it’s $500 for every extra 100,000 under 500,000, and $100 for each additional 100,000 over that.

If you need more users, it costs just $500 per user.

For smaller businesses with fewer than 10,000 records, DataGroomr offers a Micro Plan for just $99 per year, which includes email support.

Let’s take a look at an example of pricing for the Enterprise Plan with 500,000 records and 3 users.

Conclusion: Clean Data for Better Business with DataGroomr

Keeping your information clean and accurate is essential for your business. This AI-powered Salesforce dedupe tool makes it easy to find and merge duplicate records, helping you manage your information effectively. By automating the process, you save time and reduce mistakes, leading to better quality.

With the upcoming release, data deduplication with DataGroomr becomes even easier with an AI assistant. This intelligent feature will guide you through the process, making record cleanup faster and more efficient than ever.

The app also provides great support and resources, including documentation, blog posts, and videos, so you can maximize its features. With clear pricing options to fit various needs, you can choose a plan that works best for your organization.

Overall, using this tool can transform how you handle your records. It allows you to focus on what matters most – building strong relationships with your customers and growing your business. Clean data is the foundation of success, and this app is here to help you achieve it.

Antonina Kharchenko

Antonina is a Salesforce Admin with five certifications: Salesforce Associate, Salesforce Admin, Salesforce Advanced Admin, AI Associate, and AI Specialist. She started working with Salesforce in 2021 as Intern Salesforce Developer. Now, a 2-Star Ranger on Trailhead, she continues to expand her skills and knowledge. She helps manage Salesforce systems, automate tasks, and improve processes. Antonina loves learning new things and exploring better ways to use technology. In her free time, she enjoys reading, playing sports, and exploring new tech ideas.