
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.
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Your data warehouse serves as the definitive source of truth for customer information. Hightouch facilitates the transfer of this data to the essential tools your business utilizes. This integration ensures that your sales, marketing, customer success, and customer service teams can gain a comprehensive 360-degree perspective of each customer through the platforms they trust. By removing the hassle of repetitive data requests, Hightouch transforms data warehouses into actionable insights. Enhanced data can significantly propel growth, allowing for personalized marketing strategies across diverse channels like email, push notifications, advertisements, and social media. With Hightouch, you won't have to depend on engineering resources to make continuous improvements. Optimized data can lead to increased revenue streams, enabling you to target potential leads with tailored Product Qualified Lead (PQL) or Marketing Qualified Lead (MQL) models. A singular customer view can be effectively integrated with your CRM, ensuring that better data contributes to reducing churn rates. Your customer success CRMs should reflect a thorough understanding of your clientele, utilizing customer data to pinpoint those at risk of disengagement. Every piece of information resides within your data warehouse, and while analytics is an important starting point, Hightouch elevates it by enabling you to leverage SQL for seamless data synchronization across any SaaS platform. This operational capability allows your teams to make data-driven decisions in real time, enhancing overall business performance.
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Viewn
Our focus is on audiences who are influenced by marketing efforts. By leveraging detailed profiles that record customer interactions, you can tailor your strategies to reflect the specific behaviors of individual users. The information gathered from examining their preferences and actions equips marketers with essential insights to create content that appeals to various segments. By applying relevant categories to your customer database, you can move beyond mere demographic data and cultivate engagement centered around distinct personas, thereby improving the precision and effectiveness of your targeting initiatives. To better comprehend your customers, it is beneficial to create multiple segments by narrowing down and selecting particular demographics. This nuanced technique, when combined with analytics and feedback tools integrated into our system, enables us to assess engagements proficiently. Furthermore, consistently nurturing marketing campaigns throughout the entire customer journey is vital for achieving lasting success. Our AI also offers functionalities such as automated segmentation and predictive retention, which enhance the efficiency of the marketing approach. This not only conserves time but also guarantees that your strategies remain relevant and effective in the long run. Ultimately, the continuous adaptation to customer needs is essential for thriving in a competitive market.
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Mortar
Mortar seamlessly integrates your scattered data, providing a cohesive perspective of your business which enables you to make more informed marketing and strategic choices.
1. Gain the ability to observe and interact with a consolidated view of your clientele, boosting engagement and conversion rates.
2. Enhance brand credibility through effective customer segmentation and robust data governance practices.
3. Bring together your data to create a singular, precise representation of your customers.
4. Equip various teams with the benefits of consolidated data.
With Mortar, you can now delve into the behavioral patterns of your customers using advanced behavioral and predictive analytics, all presented in an intuitive dashboard that simplifies your insights. Additionally, this comprehensive approach helps you to identify trends and make proactive adjustments to your strategies.
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