Dealling with different versions of the same company name | Community
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A
Anonymous
January 13, 2015
Solved

Dealling with different versions of the same company name

  • January 13, 2015
  • 7 replies
  • 2402 views

Many times, people from the same company are coming in and writing in different versions of the same company name.

Does anyone have a suggestion for dealing with this to ensure that company names are consistent? Maybe it's a tool that can be used to populate forms with suggestions based on IP address? Perhaps it's just a smart campaign.
 

Wondering if anyone has had success with this.

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Best answer by Josh_Hill13
Other than the above, you can use a smart list like:

ANY:
Email Address CONTAINS
Company Name IS
Company Name CONTAINS
Company Name STARTS WITH

which should handle variations.

7 replies

A
Anonymous
December 14, 2015

I have come across this issue a few times. Usually during list preparation. We use an online company name matching software called FuzzyMatchCompanyName fuzzymatchcompanynames.com/

There are other tools available as well such as LeanData. Definitely try your alternatives before you buy.

Deepak

A
Anonymous
May 26, 2015

I would standardize your accounts based on Duns number so it has a unique ID.  

Here is how this looks for us in Salesforce:

A
Anonymous
May 21, 2015

Reachforce has a product called SmartForms that would help standardize company information coming into your system. When a lead starts writing a company value on one of your forms, a picklist of suggested matching companies renders allowing the lead to select the company they work for.

On the back end, the lead's data is enriched with RF's data based on the company they selected. RF also gives the lead a match confidence level (how confident are we that this person matches someone in our database) and allows you to update lead data based on the confidence of the match.

Hope this helps with controlling those company values on the front end.

As for cleaning up values already existing in your database:

You can easily get a list of all your company values by creating a Lead Performance Report and grouping leads by "Company Name".

From there you can export to excel and view all of the "Company Name" variations. This will allow you to easily see which values you need to merge.

Josh_Hill13
Josh_Hill13Accepted solution
New Participant
January 14, 2015
Other than the above, you can use a smart list like:

ANY:
Email Address CONTAINS
Company Name IS
Company Name CONTAINS
Company Name STARTS WITH

which should handle variations.
A
Anonymous
January 13, 2015
We've recently started using Reach Force Smart Forms, which has helped us with that issue.
A
Anonymous
January 13, 2015
You could use RingLead to clean up the data:
http://launchpoint.marketo.com/ringlead/1268-data-shield/
Adam_Vavrek1
Adam_Vavrek1
New Participant
January 13, 2015
You can mass edit Data with tools like CRM Fusion or free CRM plug-ins. Or, you could create Data Value Change Triggers for the email address field. For example, if email address contains @mcdonalds.com update the company name field with "McDonald's Corporation." (but that's a really manual process)
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