Plauti vs. DQ for Excel

Plauti is a data quality platform built natively for CRM, designed for organizations that want tight governance, strong security, and practical control over the accuracy of their customer data. Unlike solutions that move data to external servers or require separate platforms, Plauti runs entirely inside your existing CRM infrastructure, so no data leaves your system and no additional security perimeter is introduced. For Salesforce customers, Plauti covers the end-to-end data quality lifecycle: Prevent duplicates at the source: Real-time alerts notify users of potential duplicates as they enter records, helping sales, marketing, and service teams keep data clean from the start. Protect against hidden duplicates: Detect duplicates created by imports, integrations, and APIs to keep inbound data streams aligned with your standards. Remediate at scale with batch jobs: Run configurable batch processes to find, review, and merge existing duplicates across large data volumes, with full audit trails that support compliance, internal controls, and reporting. Verify contact information: Check email addresses and phone numbers before they’re saved to reduce bounce rates, improve campaign performance, and support more reliable outreach. All of this operates on Salesforce’s own infrastructure, using your existing permissions, roles, and security model. There is no separate user login, no data sync lag to manage, and no additional compliance gap to justify to auditors or security teams. For Microsoft Dynamics 365, Plauti focuses on robust duplicate prevention and control. Admins can configure real-time alerts, leverage API-based detection, run batch processes, and apply cross-entity matching rules to keep accounts, contacts, and leads aligned and consolidated. Plauti is built for CRM admins, data stewards, and operations teams who need immediate, self-service control over data quality—without waiting for developers, complex projects, or long IT ticket queues.

Elevate your customer data management in an accessible setting by effortlessly exporting it to Microsoft Excel and employing our convenient plugin available in the Office Store, which enhances data quality significantly. Our tool allows you to modify data by abbreviating, expanding, omitting, or normalizing it in five languages and across twelve distinct categories of entities. You can analyze the similarities between records using various comparison methods, including Levenshtein and Jaro-Winkler, while also generating phonetic match keys for deduplication, such as DQ Fonetix™, Soundex, and Metaphone. Furthermore, classify your data to identify the nature of each entry—for example, distinguishing Brian or Sven as individuals, while recognizing Road, Strasse, or Rue as parts of an address, and identifying Ltd or LLC as corporate legal designations. You have the capability to extract information like gender from names and sort contact details based on job titles and roles that involve decision-making. DQ for Excel™ integrates seamlessly with Microsoft Excel, ensuring that it is both user-friendly and efficient for managing data effectively. In addition, its robust functionalities guarantee that your customer data stays precise, pertinent, and well-organized. This comprehensive approach not only streamlines your workflow but also significantly enhances the overall quality of your data management practices.