CS: How did you find out about Cloudingo?
BVR: Our CTO had given me a tool to upload leads into Salesforce. But we recognized when we did that, we were creating even more duplicates. We had a conversation and I told him, “This is a great tool. It’s quick and easy to use, but we’re causing ourselves some problems.” Our CTO did some research and came across Cloudingo and said, “I think Cloudingo is going to be a good fit for us. It does importing and also solves duplication issues.”
CS: What was your initial experience like with Cloudingo?
BVR: It was pretty intuitive. I watched some of the tutorial videos. You have a few basic filters already setup when you start so I was like, “Okay, I’ll go in and look and see what these say.” After I started looking at the data I was like, “Now I see why Cloudingo is pulling certain records in this way.” It made a lot more sense.
CS: Did you have any hesitations?
BVR: To be honest I think a lot of it was that I didn’t think I knew enough to make it work. Salesforce was all new to me. My hesitation was more about, “Do I know enough to make [Cloudingo and Salesforce] work together?” It didn’t have to do with the programs themselves; it was just getting comfortable with both of the systems.
CS: Earlier when you discussed how you learned about Cloudingo, you mentioned a need for an import tool?
BVR: Yes! I do about five imports a week, all on Fridays. On Fridays half of my day is spent working with Cloudingo to do the importing.
CS: You decided to use Cloudingo to clean up your org and for imports, but have you found any unexpected benefits of using it?
BVR: What Cloudingo really does for me is it helps me find problems faster. When we get leads through our API, which happens in the middle of the night, there’s no one watching or reviewing that process. It’s very obvious when we have API issues with our lead sources. Duplicates show up quickly and I know what to look for because Cloudingo makes it visually accessible. I can log into Cloudingo in the morning and say, “Wow, this filter just jumped up from ten matches yesterday to 300 today. Something obviously happened last night.” That’s what the real benefit for me has been in terms of being able to recognize problems.
CS: How is your data continuing to change and how are you maintaining it?
BVR: As we add new lead sources, we find that some of our potential customers come to us multiple times from different places. It’s easy to spot those people now. And we maintain our clean data by looking at our filters each day and editing them based on new information we have.
CS: The last thing I’d like to ask is what advice would you give to another admin who is thinking about data quality?
BVR: Cloudingo is a lifesaver! I can import and dedupe at the same time. It’s easy to learn and use. Duplicates can ruin your employees’ loyalty and trust in their client information. Plus clients were irritated and disinterested in using our services despite their need. Knowing there is a system in the background keeping everything clean is a huge comfort.
And I want to add that every time I’ve reached out to your support team, I’ve always had a very prompt response. They’ve always helped and then followed up to make sure everything is working correctly. Off the top of my head, I think the person I end up talking to the most is Jenny. Jenny always helps me. We’re like best friends on the internet, you know?!