Address Validation and Correction with Informatica Cloud

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Address Validation and Correction with Informatica Cloud www.InformaticaCloud.co m

description

May 2011 Informatica Cloud webinar: http://info.informaticacloud.com/forms/webinar_address_validation_52611 This webinar provides an overview of Informatica Cloud in action - validating and correcting leads as they come into Salesforce CRM. For more information, visit http:www.Informaticacloud.com Webinar delivered May

Transcript of Address Validation and Correction with Informatica Cloud

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Address Validation and Correctionwith Informatica Cloud

www.InformaticaCloud.com

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Today’s Agenda

• The Data Quality Challenge

• Cloud Address Validation and Integration

• Demonstration: Our Internal Use Case

• Resources

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Data Quality: Critical to CRM Success

Garbage In, Garbage Out

Source: Bloor Research whitepaper: Pervasive Data Quality, Oct. 2009

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Requirements to delivery trusted data?

Data Analysis& Discovery

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Requirements to delivery trusted data?

Data Analysis& Discovery

Parsingand

Standardization

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Requirements to delivery trusted data?

Data Analysis& Discovery

Parsingand

Standardization

Address Validation

And do this for all data types…

Today’s Focus

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Requirements to delivery trusted data?

Data Analysis& Discovery

Parsingand

Standardization

Address Validation

Matching &De-duplication

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Requirements to delivery trusted data?

Data Analysis& Discovery

Parsingand

Standardization

Address Validation

Matching &De-duplication

Monitoring &

Reporting

And do this for all data types…

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Address Validation: Critical to CRM Success

• Inbound lead augmentation• Do you do this by hand? How much does it cost?

• Territory Management• How much effort is put into ensuring that reps have the right

opportunities/accounts?

• Outbound mail campaigns• How much does it cost if you send marketing materials to the wrong

address?

• Billing• How much does it cost in working capital if you need to resubmit

invoices?

• Customer Satisfaction?• Do you trust your data?

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10AddressDoctor Product Offerings, May '10, LS

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10-1 Nakazawa-ChoNaka-ku

Hamamatsu-shi, Shizuoka-ken 430-

0904Japan

ΑΘΗΝΑΣ 63105 52 ΑΘΗΝΑ

GREECE

〒 160-0003 東京都新宿区本塩町 7- 4 シオセブンビル 4F

Lee Wan Lin11th Floor, Block

DMai Shun Industrial Building

18-24 Kwai Cheong Rd.

KWAI CHUNGNEW

TERRITORIESHONG KONG

عمان ماريوتالشميساني شارع العجلوني عصام

11190عمان المشتركة العمليات

TIMOTHY DALTON2101 MASSACHUSETTS AVE NW

WASHINGTON DC 20008UNITED STATES

Ervin BerishaRr 'Aleksander

Moisiu', P. 15, Sh. 1Kutia Postare 61001-TIRANE

ALBANIA

LIÁNGJI LTDXIANGGANGXINSHIJIEDASHA 32 LOU

300 HAO HUÁIHAIZHONGLÙ, SHÀNGHAISHÌ200021 SHÀNGHAISHÌ

CHINA

For the global economy it can be challenging and costly

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Typically, it requires complex tools and coding…

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Address Validation & Correction Benefits

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Marketing Effectiveness

2

Sales Performance

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OperationalExcellence

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Customer Satisfaction

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Cost Savings

Source: BtoB: Bad data have massive impact on demand creation, conversion

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Is Address Validation Service Right for You?

• Do you…

Mail marketing information to customers?

Solicits funds?

Send invoices?

Recruit for repeat business?

Send service technicians or other employees on site?

Ships goods…

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Informatica Data Quality 

• Recognized by CRM Magazine• 2nd year in a row…

• Recognized by Industry Analysts

http://www.informatica.com/products_services/data_quality/Pages/index.aspx

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Informatica Cloud: Assesses Address Accuracy, Makes Corrections and Updates Salesforce.com

1) Assess

2) Correct

3) Update

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A typical Address Cleansing problem

Address Needed for Delivery:Sven SchreiberFeuerbergstr. 167134 Birkenheide

Germany

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Informatica Cloud Solves this Issue Through a Multi-Step Process

ATHINAS 63105 52 ATHINA

GREECE

ΑΘΗΝΑΣ 63105 52 ΑΘΗΝΑ

GREECE Transliteration

Addresses in a foreign alphabet Addresses in Latin Script

House number: 7031Street: Columbia Gateway

DrSub-Building: Suite 101City: Columbia

State: MDZIP: 21046Country: USA

7031 Columbia Gateway DrSuite 101

Columbia MD 21046USA

Data is unstructured or in incorrect fields

All elements are stored in proper fields

Parsing

7031 COLUMBIA GATEWAY DRSTE 101

COLUMBIA MD 21046USA

7031 Golumbia Gateway Dr.Suite 101

Columbia MD 21044USA

Incorrect input address Corrected output address

Correction

Europadamm 2-641460 Neuss

Germany

ΑΘΗΝΑΣ 63105 52 ΑΘΗΝΑ

GREECECorrect Formatting

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The Power of AddressValidation

• Validates and correct addresses for +240 countries and territories

• Checks all elements of an address (house/building number, street, city, state, postal code.. etc.)

• Determines if address given is valid point of delivery

• If it is not, engine will try to correct data

• Engine can enhance address info• Missing postal/zip codes data, correct

spelling errors, etc

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Informatica Cloud Customer Success

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Address Validation Plug-Inshttps://community.informatica.com/community/marketplace/informatica_cloud_mall

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Today’s Agenda

• The Data Quality Challenge

• Cloud Address Validation and Integration

• Demonstration: Our Internal Use Case

• Resources

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Raw leads

Cleanse

GoldenRecords

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Contacts require an Account

Opportunities require a Contact

“Complete data…no Orphaned data…”

Leads require an State, Phone, email

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Our Cloud-Based Solution• Goal:

• Augment Lead with correct Address info

• Assign Lead to Inside rep based on Region

1. Get recent Leads to augmenta) Owned by mktg (not assigned)

b) Auto Rating not C

c) Lead not converted yet

2. Phone number through StrikeIron Service Plug-in

3. Address through AddressDoctor Plug-in

4. Get Best Address (validation >85%)

5. Update Lead through Lead assignment rule

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Informatica Cloud Demonstration

Your Company

www.informaticacloud.com

Detect Incorrect Address Information

Map Address Validation Plug-In Fields

Validate and Cleanse Data within a Sync Task

Secure Agent

1)

3)

2)

Subscribe to Updates in Chatter!4)

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Resourceswww.informaticacloud.com