April 30, 2025

Let's be real. If you're working in an industry where the rulebook is thick and compliance is everything, the last thing you need is a hot mess of data causing headaches. We recently talked to a regulated company that was feeling this pain – big time. They were doing pretty well, growing and all, but their Salesforce and Marketo were starting to feel like that junk drawer everyone has. You know, the one where old batteries and random cables go to die? Except instead of dead batteries, it was duplicate leads and wonky metrics. Not ideal when stakeholders and the board are asking for clear, trustworthy numbers.

They were already using LeanData, which is a solid start for keeping things organized with lead routing and some basic cleanup. Think of it like having a decent set of kitchen organizers. But as they scaled, their data gremlins multiplied. They needed to get more granular and intentional with data quality.

Table of Contents:

1. 1. Here's the lowdown on the challenges they were facing
   2. Their "Aha!" Moment: Enter Cloudingo
   3. How Cloudingo Became Their Data Superhero
   4. The Sweet, Sweet Impact of Clean Data
   5. Dealing with Data Headaches in Your Regulated Industry?

Here's the lowdown on the challenges they were facing:

1. The Duplicate Data Monster: Even with LeanData, those pesky duplicates kept popping up like weeds in both Salesforce and Marketo. Their team was stuck doing weekly manual sweeps, which, let's be honest, is about as exciting as watching paint dry. They knew they needed something more robust and automated to keep their data squeaky clean for the long haul.
2. Sales Team Slowdown Blues: Imagine your sales team trying to navigate a maze of duplicate records. Frustrating, right? It slowed them down, made it tough to trust the data, and pulled them away from what they're good at...selling. Instead of closing deals, they were playing detective with messy lead records.
3. Marketing Metrics That Lied: Over in marketing, those duplicate contacts were throwing off all the numbers. Campaign reach and market penetration looked way better on paper than they were, especially in important areas like higher education. They found one major list that had only about 80% of the contacts being legitimate. That 20% difference has a huge impact on your results and understanding of your metrics.
4. The User Management Shuffle: Ever tried to update someone's access or reassign accounts when they switch teams or go on leave? It can be surprisingly clunky and manual. This company was experiencing the same thing, and those manual processes often led to even more data inconsistencies. It was like one problem kept creating new little data goblins.

Their "Aha!" Moment: Enter Cloudingo

Here's where things got interesting. Instead of hitting the panic button and ripping everything out to start over, they took a smarter route. They realized they could boost what was already working by bringing in Cloudingo (which directly integrates with LeanData). Think of it like adding a super-powered cleaning crew to the existing maintenance team.

LeanData kept handling the day-to-day lead routing and initial deduplication – the basic tidying up. Cloudingo then stepped in with the heavy-duty stuff: large-scale data cleansing, automation that works while you sleep, and tools to manage users without the headache.

How Cloudingo Became Their Data Superhero:

With Cloudingo in their corner, they suddenly had:

• A crystal ball for data issues: A powerful dashboard that highlighted problems early, so they could tackle them before they became major headaches.
• Smarter-than-your-average duplicate detection: Logic that could sniff out duplicates that basic matching missed – those sneaky records that look a little different but are actually the same person.
• Automation that freed up their time: No more constant manual cleanup! Cloudingo automated the process, so their teams could focus on more strategic work.
• User management that didn't make them want to pull their hair out: Tools to easily manage user roles and inactive accounts, keeping their data clean even when their team changed.

The Sweet, Sweet Impact of Clean Data:

The results? Pretty fantastic. By having Cloudingo and LeanData working together, they built a rock-solid data foundation. Duplicate records took a nosedive. Suddenly, the sales and marketing teams could actually trust their reports again – imagine that! And the hours spent on tedious data cleanup? Significantly reduced.

Even those behind-the-scenes processes, like reassigning roles, became smoother and way less error-prone.

But the biggest win? They now have a data management system that can grow with them, no matter how their industry or compliance needs evolve. It wasn't just a quick fix; it was a strategic move towards a more resilient and future-proof way of handling their data.

Dealing with Data Headaches in Your Regulated Industry? Let's Chat

If you're in a regulated industry and this story sounds familiar – the messy data, the compliance worries, the wasted time – you're not alone. We get it. Navigating those regulations is tough enough without your data adding to the chaos.

Want to talk to someone who understands the unique data challenges in regulated sectors and how a smart solution can help?

Our experts have helped countless companies just like yours get their data in shape, streamline compliance, and finally trust their numbers again.