cloudingo FREE TRIAL! to cleanse your database. The most powerful tool cloudingo.com

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Download "cloudingo FREE TRIAL! to cleanse your database. The most powerful tool cloudingo.com"

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1 The most powerful tool to cleanse your database. Cut down on all the clutter that builds up in your database. Cloudingo is a cloud-based, deduplication, and data quality application built specifically for Salesforce. Quickly profile your data, find duplicate or similar records, and effortlessly merge them without losing any important data or relationships. You ll be able to ensure that you are always working with the most accurate, up-to-date info. ü Preconfigured filters find your dupes fast ü Quickly edit filters or customize your own ü Scan across multiple objects ü Mass merging and auto-merging ü Powerful and flexible matching criteria ü Drag-and-drop user interface ü Exportable audit trails and reports ü No data loss everything remains in tact Deduplication and Profiling Customizable dashboard views allow you to see all of your data on one screen. Drill into focus areas to see duplicate records in real-time. Automated Dupe Discovery & Cleanup Regularly scan for duplicates based on specific rules. Schedule automation jobs to merge records as often as you d like. Keep Attachments & Important Info Merge records without losing opportunities, attachments, campaign history, etc. Automatically add notes recording the old values for any fields. Superior Customer Service & Support We were surprised at how fast and easy it was to setup filters and dedupe our data. Now I m confident in the quality and consistency of our data. -Hospitalitylawyer.com For more information visit www.

2 Data Maintenance Module ü Address Validation ü Address Standardization ü Geocoding ü Verification Make your data more meaningful and dependable. Don t wait for returned shipments or bounced s to learn there s a problem with your data. Available as an add-on for both the Basic and Standard licenses, you can be confident in your records with Cloudingo s Data Maintenance Module. Bundles starting as low as $0.001 per record. Address Validation Save money on postage by only mailing to deliverable addresses based on USPS data. Valid addresses see faster shipping times, so you can eliminate shipping delays and get products to clients quicker. Address Standardization Consistent data supports your professional reputation. Format addresses according to USPS standards. Correct spellings and fill in blanks where data is missing. Geocoding Gain insightful information about your customers based on their location. Segment and refine your target market using geographic, demographic, and political parameters. Pinpoint exact locations for instances where there are variances in address data. Verification Coming Soon! Convert prospects to customers by ensuring you re sending to a verified address Reduce bounce rates and avoid getting blocked or blacklisted. Address Validation & Standardization Geocoding Before 4100 MacEwen, Suite 237 Dallas, TX After 4100 McEwen Rd Ste 237 Dallas TX ü Fix misspellings (MacEwen ð McEwen) ü Include street suffixes where missing ü Format secondary address segments (Suite ð Ste) ü Add zip code where missing ü Match the zip code to its ZIP+4 ü Confirm validity of address 611 5th Ave Manhattan, NY th Ave New York, NY Lat/Long Lat/Long ü Matched latitude and longitude coordinates indicates that the records may be duplicates. For more information visit www.

3 Frequently Asked Questions Q: What criteria should I match first to get rid of my duplicates? A: We ve pre-built filters based on customer feedback that we think are the most important, such as Last Name and Address. These filters would be a great starting place and can also serve as templates to build your own filters. Q: What types of merging does Cloudingo offer? A: There are three ways to merge duplicate records: manual merge allows you to view the duplicates side-byside and make decisions on how to merge them; mass merge allows you to select multiple groups and merge with a click of a button; auto merge runs automation jobs to merge all of the duplicates in a filter automatically based on user-defined settings. Q: Does Cloudingo work with my custom fields? A: Yes, Cloudingo works on all standard and custom fields. Q: Can multiple users use the same account? A: Yes, Cloudingo was designed as an admin tool and as such it currently has a single login. You can share that Cloudingo login with other users, and multiple users can be logged in simultaneously. Q: Does Cloudingo store my data? How secure is it? A: Customer security and privacy are at the forefront of every decision we make regarding development, support and expansion of Cloudingo. Customer information and data is neither stored nor cached. Cloudingo has no access to customer Salesforce data or any data that Cloudingo reports. We also do not have access to login credentials to Cloudingo or to Salesforce. Q: How many records can I have? A: An annual license allows an organization to have up to 300,000 records. An additional $100 fee is applied for every additional 100,000 records. Q: Why is Cloudingo in the cloud rather than directly inside of Salesforce? A: By being in the cloud, we have more flexibility in the user interface and functionality which can be limited directly inside Salesforce. Q: Why would I need to use Cloudingo on a continual basis? A: If your business is growing, your data is changing. A clean database requires ongoing maintenance, not just a one-time initial scan. Cleaning often can mean more effective sales and marketing strategies, while not cleaning your database frequently enough, can mean crossed lines and stale information. Q: I m overwhelmed. What kind of support does Cloudingo provide? A: We ve developed a library of how-to videos and tip sheets which are available within the application itself. However, don t hesitate to or call us and we ll be happy to walk you through scenarios that are specific to your needs. For more information visit www.

4 Packages & Pricing Large or small, we ve got you covered. It doesn t matter if you re a small company using Salesforce to streamline your marketing efforts or a large company that uses it as a hub for anything and everything. We ll work with you to find the license package that fits yours needs. Start with a 10-day free trial! ü Get a full evaluation of your data. ü Find out how many duplicates exist in your database. ü Test all of the features. ü No credit card required. Manual Merge (Basic & Standard Licenses) View duplicates side-by-side and make decisions on how to merge them. Mass Merge (Standard License) Select multiple groups of duplicates and merge with a click of a button (based on user-defined settings) Auto Merge (Standard License) Run automation jobs to merge all duplicates in a filter automatically (based on user-defined settings) Mass Update (Standard License) Using customized rules, modify field values for large groups of records with the click of a button. Mass Delete (Standard License) Delete thousands of records at a time by eliminating specific records according to custom conditions. Import Wizard (Standard License) Upload CSV or tab delimited files and let the Import Wizard scan for duplicates and refine your data. Basic Standard License Fee * $996 $1,896 License Term 12 Months 12 Months Initial Setup $100 $250 Support Included Included Users Unlimited Unlimited Filter Creation Unlimited Unlimited Manual Merging ü ü Mass Merging O ü Automated Merging O ü Mass Update O ü Mass Delete O ü Import Wizard O ü *For organizations with greater than 300,000 records (leads, contacts, accounts, and person accounts), an additional $100 fee will apply for every 100,000 records above 300,000. Non-profit pricing available! For more information visit www.

5 Happy Clients and Success Stories The user interface worked so well. Other data quality products that I ve looked at have confusing product and pricing structures. Cloudingo is completely different in its simplicity, and it s one of the things I liked most about it. I had no hesitation in recommending the product to my client to test for their data cleansing and deduplication needs. DIANE LOBIONDO, Sales Engine International Finding and merging duplicates to clean out our Salesforce database was next to impossible before we found Cloudingo. As a crowd-sourced non-profit organization, it is vitally important that we have our Salesforce records accurate and complete without multiple copies of each record. Cloudingo helped us get there. VERONICA PINTO, Hollaback! We were really surprised at how fast and easy it was to setup filters in Cloudingo and dedupe our data. I m now actually confident in the quality and consistency of our data. CLAUDIA ASLIN, HospitalityLawyer.com We worked with the Cloudingo team to get our data profiled in the Cloudingo dashboard, and were able to deduplicate around 80,000 records BEFORE we began the conversion project. The result was that our data was much cleaner, and a conversion project was much faster and easier having used Cloudingo. There wouldn t have been any other way for us to do it. DAVE FREY, Teach Away As a salesforce.com consulting partner, Cloudingo resolves one our biggest challenges: identifying and fixing large amounts of duplicate data. Regardless of how well we deliver features or integration services to our clients, if bad data is in their system the project will fail! Cloudingo provides data risk visibility, as we can resolve the hurdle of bad data at the beginning of a project to mitigate the risks and plan accordingly. CHRIS PROBUS, RevCult For more information visit www.

6 Security and Technical Overview We believe in being good citizens in the Salesforce ecosystem. Customer security and privacy are at the forefront of every decision we make regarding development, support and expansion of Cloudingo. Managing the security of the Cloudingo application as well as all systems and data that make up Cloudingo are our top priority. We uphold the highest security standards, and have passed Salesforce s rigorous audit every year without fail. ü No access to your Salesforce data ü No access to any data that Cloudingo reports ü No access to login credentials ü Your information is never stored nor cached ü Sophisticated and strict password policy ü Random penetration testing and annual audits ü Securely rests behind server firewalls ü Communicates with Salesforce via API calls Access to Data We do receive some stats from Cloudingo, but they are only raw numbers based on the filters within our application. (This is equivalent to Salesforce knowing how much data is stored in the org.) From our logs, we can report on the configuration of Cloudingo filters as well as their results in terms of raw numbers (numbers of duplicates identified), but no other details. Data Storage Cloudingo stores very little data, only field maps and the data from the primary field used to establish matches. When opening a group of duplicates, Cloudingo makes a real-time API call to Salesforce to display the field data to the user. Once the group is closed, the data is released. Salesforce credentials are stored in Cloudingo. They are fully encrypted. Once saved, they can be updated but never viewed again. SSL Security Any and all information that you see and interact with inside Cloudingo is protected using industry standard 128-bit SSL encryption. SAS 70 Type II Compliant The web portal runs on a SAS-70 type II compliant infrastructure at one of the nation s largest hosting providers. Cloudingo is hosted inside of this data center on dedicated servers with dedicated firewalls. All the standard physical security features are present: biometric access controls, intrusion detection, redundant power feeds and generators, fire suppression, climate control, etc. For more information visit www.