Case Study: Precision Painting Plus eliminates duplicate Salesforce records with Plauti

Precision Painting Plus improves Salesforce reporting with Plauti

Precision Painting Plus, a New York painting and home improvement contractor, faced a challenge with duplicate records in Salesforce. Their call center agents were creating new records for repeat customers instead of updating existing ones, which occurred across Leads, Accounts, Opportunities, and custom objects. This hurt reporting and clogged their sales pipeline. They needed a solution beyond Salesforce's standard deduplication tool, leading them to the vendor Plauti.

Plauti implemented its cross-object matching to check for duplicates across different Salesforce objects. The solution was built into the call center's custom Visualforce page using Plauti's Apex API, which automatically warns agents of potential duplicates as they type. As a result, reporting on opportunities and accounts became more reliable, complaints from field users dropped, and requests to merge duplicates fell significantly. The field team could now find the correct records faster, improving pipeline management.

Precision Painting Plus