
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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ZoomInfo Sales
Enhance your productivity, speed up your sales pipeline, and tap into unmatched revenue opportunities with ZoomInfo Sales. Build a detailed account universe customized to your Ideal Customer Profiles and engage with key decision-makers through an extensive B2B contact database that boasts over 65 million direct dial numbers and more than 150 million verified email addresses. Identify and connect with potential customers early in their buying journey by tracking companies actively seeking solutions similar to yours online. Reach out to decision-makers from organizations that have expressed interest in your company’s website, ensuring that your outreach is timely and relevant. Evaluate customer interactions, including calls, meetings, and emails, to identify areas for improvement that can lead to better financial results. Craft and execute multi-touch sales strategies using our integrated phone dialer and email solutions, which work in tandem to enhance your outreach efforts. Speed up your sales cycle with ZoomInfo Chat, a straightforward yet sophisticated chatbot tool designed to improve efficiency. Furthermore, set up real-time lead notifications to engage with the most promising buyers, or automate the lead qualification process, allowing your team to concentrate on activities that have the greatest impact. By leveraging these advanced tools, you will not only optimize your operations but also foster a more dynamic and responsive sales environment, ultimately driving greater success for your business.
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RollWorks
RollWorks offers tools to enhance your revenue, catering to both newcomers and those looking to expand. Their account-based marketing strategies ensure that your message reaches the ideal audience through the most effective channels and precisely when it matters most. Regardless of your objectives, you can convert your target accounts into valuable business prospects or foster growth within existing relationships. This approach serves as a solid base for your marketing initiatives. Start by pinpointing your perfect customer profile and the accounts you want to pursue. Next, identify essential contacts within those organizations. Launch impactful campaigns across various channels to engage your ideal customer profile, target accounts, and key decision-makers through ads and automation. You'll gain comprehensive insight into your efforts, allowing you to track the success of your account-based marketing at both the account and individual contact levels. Additionally, this ABM planning template deck is not only ready for immediate use but is also endorsed for its quality, ensuring you will impress your colleagues in your upcoming meeting. It has been thoughtfully created for you to easily customize it to fit your specific needs.
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