Case Study: Xerox Improves Global Salesforce Data Integrity with Plauti

Xerox cuts duplicate-merge time and improves Salesforce data integrity with Plauti

Xerox, a global company in printing and document management, faced a challenge with duplicate and outdated records in its Salesforce system. While individual sales teams often didn't notice the duplicates, they caused significant problems in cross-team functions like marketing campaigns and global client experience programs, skewing results and impacting customer satisfaction. To address this data integrity issue, Xerox turned to the vendor Plauti for a solution.

Plauti provided a native Salesforce data quality solution that met Xerox's specific needs for integrated custom reports and audit logs. The implementation, which featured automated validation and a key function for re-parenting related records during merges, resulted in cleaner data. After two years with Plauti, Xerox achieved more effective marketing campaigns, more accurate client assessments, and a sustainable process for preventing duplicates as the company continues to scale.

Xerox