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The most powerful tool to cleanse your database. TM cloudingo chases down and eliminates duplicate data cloudingo.com 972-241-1543 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 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. Cut down on all the clutter that builds up in your database. Automated Dupe Discovery & Cleanup Regularly scan for duplicates based on specific rules. Schedule automation jobs to merge records as often as you’d like. 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. Merge records without losing opportunities, attachments, campaign history, etc. Automatically add notes recording the old values for any fields. Keep Attachments & Important Info Deduplication and Profiling “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 Superior Customer Service & Support FREE TRIAL! For more information visit www.cloudingo.com copyright © 2014 Symphonic Source, Inc.

cloudingo.com 972-241-1543 cloudingo...CLAUDIA ASLIN, HospitalityLawyer.com “We worked with the Cloudingo team to get our data profiled in the Cloudingo dashboard, and were able

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Page 1: cloudingo.com 972-241-1543 cloudingo...CLAUDIA ASLIN, HospitalityLawyer.com “We worked with the Cloudingo team to get our data profiled in the Cloudingo dashboard, and were able

The most powerful tool to cleanse your database.

TMcloudingochases down and eliminates duplicate data

cloudingo.com 972-241-1543

ü Preconfigured filters find your dupes fast ü Quickly edit filters or customize your ownü Scan across multiple objectsü Mass merging and auto-mergingü Powerful and flexible matching criteriaü Drag-and-drop user interfaceü Exportable audit trails and reportsü No data loss – everything remains in tact

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.

Cut down on all the clutter that builds up in your database.

Automated Dupe Discovery & CleanupRegularly scan for duplicates based on specific rules. Schedule automation jobs to merge records as often as you’d like.

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.

Merge records without losing opportunities, attachments, campaign history, etc. Automatically add notes recording the old values for any fields.

Keep Attachments & Important InfoDeduplication and Profiling

“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

Superior Customer Service & Support

FREE TRIAL!

For more information visit www.cloudingo.com copyright © 2014 Symphonic Source, Inc.

Page 2: cloudingo.com 972-241-1543 cloudingo...CLAUDIA ASLIN, HospitalityLawyer.com “We worked with the Cloudingo team to get our data profiled in the Cloudingo dashboard, and were able

Data Maintenance Module

TMcloudingocloudingo.com 972-241-1543

FREE TRIAL!

Make your data more meaningful and dependable. Don’t wait for returned shipments or bounced emails 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.

• Convert prospects to customers by ensuring you’re sending to a verified email address

• Reduce email bounce rates and avoid getting blocked or blacklisted.

ü Address Validation ü Address Standardization

Geocoding

Email Verification Coming Soon!

• 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.

• Consistent data supports your professional reputation.

• Format addresses according to USPS standards.• Correct spellings and fill in blanks where data is

missing.

Address Validation

Address Standardization

• 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.

ü Geocodingü Email Verification

Before

For more information visit www.cloudingo.com copyright © 2014 Symphonic Source, Inc.

4100 MacEwen, Suite 237 Dallas, TX

After Lat/Long611 5th Ave Manhattan, NY 10022

611 5th Ave New York, NY 10022

Address Validation & Standardization

Geocoding

ü Matched latitude and longitude coordinates indicates that the records may be duplicates.

40.75834-73.97696

Lat/Long40.75834

-73.97696ü Fix misspellings (MacEwen ð McEwen)ü Include street suffixes where missingü Format secondary address segments (Suite ð Ste)ü Add zip code where missingü Match the zip code to its ZIP+4ü Confirm validity of address

4100 McEwen Rd Ste 237Dallas TX 75244-5113

Page 3: cloudingo.com 972-241-1543 cloudingo...CLAUDIA ASLIN, HospitalityLawyer.com “We worked with the Cloudingo team to get our data profiled in the Cloudingo dashboard, and were able

Frequently Asked Questions

TMcloudingochases down and eliminates duplicate data

cloudingo.com 972-241-1543

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 Email 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-by-side 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 email or call us and we’ll be happy to walk you through scenarios that are specific to your needs.

FREE TRIAL!

For more information visit www.cloudingo.com copyright © 2014 Symphonic Source, Inc.

Page 4: cloudingo.com 972-241-1543 cloudingo...CLAUDIA ASLIN, HospitalityLawyer.com “We worked with the Cloudingo team to get our data profiled in the Cloudingo dashboard, and were able

Packages & Pricing

TMcloudingochases down and eliminates duplicate data

cloudingo.com 972-241-1543

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.

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.

Large or small, we’ve got you covered.

FREE TRIAL!

For more information visit www.cloudingo.com copyright © 2014 Symphonic Source, Inc.

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!

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)

Import Wizard (Standard License) Upload CSV or tab delimited files and let the Import Wizard scan for duplicates and refine your data.

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.

Page 5: cloudingo.com 972-241-1543 cloudingo...CLAUDIA ASLIN, HospitalityLawyer.com “We worked with the Cloudingo team to get our data profiled in the Cloudingo dashboard, and were able

Happy Clients and Success Stories

TMcloudingochases down and eliminates duplicate data

cloudingo.com 972-241-1543

“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

FREE TRIAL!

For more information visit www.cloudingo.com copyright © 2014 Symphonic Source, Inc.

Page 6: cloudingo.com 972-241-1543 cloudingo...CLAUDIA ASLIN, HospitalityLawyer.com “We worked with the Cloudingo team to get our data profiled in the Cloudingo dashboard, and were able

Security and Technical Overview

TMcloudingochases down and eliminates duplicate data

cloudingo.com 972-241-1543

ü No access to your Salesforce dataü No access to any data that Cloudingo reportsü No access to login credentialsü Your information is never stored nor cachedü Sophisticated and strict password policyü Random penetration testing and annual auditsü Securely rests behind server firewalls ü Communicates with Salesforce via API calls

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.

We believe in being good citizens in the Salesforce ecosystem.

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.

Data Storage

FREE TRIAL!

For more information visit www.cloudingo.com copyright © 2014 Symphonic Source, Inc.

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.

SAS 70 Type II Compliant

Any and all information that you see and interact with inside Cloudingo is protected using industry standard 128-bit SSL encryption.

SSL SecurityWe 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.

Access to Data