Updated 29,000 records in under 60 seconds

Challenge

Having accurate data is essential when reaching out to contacts in the most efficient way. We spoke with Julia Rodriguez, Salesforce manager at getAbstract, who found herself spending far too much time and effort manually updating records and scrubbing her Salesforce database of dirty data. Julia wanted a solution to clean up contacts versus leads in Salesforce.

“To help with the workload, getAbstract either needed to hire another Salesforce person to assist me or a platform that could help streamline the process,” explained Rodriguez.

Rodriguez needed an automated approach to CRM data management so she could spend less time wrangling data and more time fulfilling her day-to-day admin duties.

“Once RingLead was installed, I immediately used the Mass Update function. Being able to update 29,000 records in under 60 seconds was huge for me, especially as a solo salesforce administrator.”

Julia Rodriguez

Salesforce manager at getAbstract

Solution

With these two options: hire an additional person to join Rodriguez’s team or find a solution that could help clean their Salesforce database—GetAbstract turned to ZoomInfo’s industry-leading data orchestration platform that enables go-to-market teams to prepare, maintain, and route their data for activation. The team deployed OperationsOS Cleanse, formerly known as Ringlead, to help streamline their Salesforce database hygiene efforts.

“Once RingLead was installed, I immediately used the Mass Update function. Being able to update 29,000 records in under 60 seconds was huge for me, especially as a solo salesforce administrator,” explained Rodriguez.

Since getAbstract began using Cleanse to carry out bulk updates, Rodriguez has been able to keep the data organized and match leads to the right accounts.

“Being able to match leads to an account without converting them to a contact is one of the best parts about RingLead,” said Rodruiguez.

The Results

Using the Mass Update, Lead-to-Account Linking, and Deduplication features built into ZoomInfo’s data orchestration platform, getAbstract drove efficiency without having to hire another Salesforce database manager.

“I feel that I’m able to handle more of a challenging workload than before because most of my time is now not worrying about the data cleanup aspect. So I can handle more than two or three projects at a time, which used to be my maximum. At the same time, I know that the data is getting cleaned up and it’s becoming more accurate every day,” shares Rodruiguez.

With Cleanse, Rodruiguez and getAbstract streamlined their database health and continue to maintain a clean database to this day. The matching technology empowered getAbstract to link leads to accounts, boost efficiency, and reduce manpower dedicated to Salesforce governance.