Nobody dreams of data quality updates in Salesforce.
These bulk changes require employees with special SOQL skills and business know how and those who know the business.
.
The typical workflow for a Revenue Ops professional is:
1. Identify the problem
2. Create a Salesforce report to see how prevalent the problem is
3. Download the Salesforce report
4. Manually fix the data in excel
5. Re-load the data back into Salesforce
.
I've personally spend hours a week doing this for years.
Solutions for automation were typically built around Sales intelligence data (e.g., phone numbers & emails) or standard workflows.
.
I had very little trust that an AI agent is going to understand the complex, multi-system investment and transaction custom build that we use for operations.
.
... so I built one that was human guided. Agentic Data Quality (or adq as I call it), sit's in Salesforce and is entirely driven (and reviewed), by the person making the changes.
.
The outcome is:
1. Updates take less than a minute (although I usually spend 5 or so minutes verifying the output)
2. All changes are manually presented to the user for review
3. Business users (Sales, Marketing Ops, etc.) can bulk change data without specialized querying knowledge
.
Please submit a form on our website if you want to learn more.
Nobody dreams of data quality updates in Salesforce.
These bulk changes require employees with special SOQL skills and business know how and those who know the business.
.
The typical workflow for a Revenue Ops professional is:
1. Identify the problem
2. Create a Salesforce report to see how prevalent the problem is
3. Download the Salesforce report
4. Manually fix the data in excel
5. Re-load the data back into Salesforce
.
I've personally spend hours a week doing this for years.
Solutions for automation were typically built around Sales intelligence data (e.g., phone numbers & emails) or standard workflows.
.
I had very little trust that an AI agent is going to understand the complex, multi-system investment and transaction custom build that we use for operations.
.
... so I built one that was human guided. Agentic Data Quality (or adq as I call it), sit's in Salesforce and is entirely driven (and reviewed), by the person making the changes.
.
The outcome is: 1. Updates take less than a minute (although I usually spend 5 or so minutes verifying the output)
2. All changes are manually presented to the user for review
3. Business users (Sales, Marketing Ops, etc.) can bulk change data without specialized querying knowledge
.
Please submit a form on our website if you want to learn more.