Validity for

Data Management
Simplify data management with solutions that improve data
quality and increase CRM adoption.
Data quality and management is a cyclical process like any other business function. And while high-
quality data is arguably the top business asset to propel growth and increase customer retention,
it is rarely prioritized. The idea of data quality and the benefits therein resonate globally, but take a
back seat to other initiatives. Businesses assume the data management process is costly and time
consuming - without realizing that doing nothing is costing them more.
With Validity for Data Management, having control over data and ensuring it’s high-quality requires
fewer resources than businesses anticipate - and no other solution suite addresses as many data
quality and administration needs.
“I’m in DemandTools 15, 20, 30 times a day. In terms of productivity, I’m easily shaving off 80 to
90 percent of the manual work that would need to be done without these tools and it’s clear we
could not operate at our current pace without the toolset. The cost of DemandTools is just built
into the budget – no questions asked. Everybody gets it—it’s a no brainer from our perspective”
– Gerry Marletta, Director of Technology Operations at Argyle Executive Forum
“With GridBuddy, we were able to accelerate core sales processes and drive operational
efficiency.”
– Laureen Heinz, Senior Manager at Deloitte
Key Benefits
• Ensure your data is a reliable and trusted business asset with data
quality analyses that provide context for how data quality impacts
business success
• Remove barriers to end-user adoption - duplicates, unstandardized
data, and unverified contact data
• Bolster data management efficiency with automation and processing
data changes in bulk
• Consistently better data quality through flexible tools that are quick
and easy to implement
• Fast restoration of corrupted data
• Upgrade operational efficiency with multiple approaches to managing
data, specific to each task and goal
• Improve productivity with grid-based data orientations that enable
data management efficiency without leaving the CRM workspace

• Streamline lead management for tracking of marketing generated

“Trust Assessments is the first application that reveals your data quality issues and explains leads and reporting on campaign success
how and which tools to use to address the problems. It fills a white space in the industry. It’s
incredibly valuable.”
– Emilio Reyes Le Blanc, Director of Marketing Operations at FIDM

VALIDITY FOR DATA MANAGEMENT

What Validity for Data Management Delivers
Data Quality Analytics
Uncover opportunities to increase revenue and
make functional teams more effective through
Trust Assessments’ data quality analyses. Track
data quality month by month with your Data Trust
Score, understand its impact on your business with
detailed functional level breakdowns and industry
benchmarks, and improve data quality with the
remediation playbook.
Data Backups
Perform on-demand backups prior to executing
mass data changes like merging to reverse
unwanted changes, and backup data on an
automated schedule for fast data disaster recovery.
VALIDITY FOR DATA MANAGEMENT
Deduplication and Duplicate Prevention
Maintain the 360 degree view made possible
by CRM systems with proactive and reactive
deduplication techniques. Find and merge existing
dupes based on your definition of a duplicate
and retain the field level data you want from each
record through customizable field level rules. And,
prevent duplicates at the source with matching
rules that fire every time a record is created or
edited, and filters that enable dupe blocking rules
to apply to specific subsets of data and users.
Grid-based Utilities
View different data orientations in easy to
configure grids that enable admins to manage
data from one screen, across multiple objects, with
only the fields and records that are relevant for
the task at hand. The grid-based data environment
increases productivity and facilitates easier data
management.
Data Standardization
Adhering to a defined data standard improves
reporting accuracy by simplifying queries to a
single option per field. End users are able to
perform faster searches in the CRM and feel
confident that their query results represent a
complete and accurate data set.
Lead Management
Resolve duplicates that exist between leads and
contacts and accounts and can be used to mass
convert leads into new accounts and contacts
- depending on need and business processes.
It also shows if there is a connection between a
lead and an existing customer account so the rep
working the lead can see all relevant information
when selling.
Email, phone and address verification
Ensure your communications are received with
email, phone, and address verification that can
be used in web forms and for lists. Contact data
verification powered by BriteVerify lets you know
which email and physical addresses are valid for
sending, protects your email sender reputation,
helps sales reps connect with prospects and
customers, and reduces the time wasted dialing
invalid numbers.
Import Management
Import data without creating duplicates and route
incoming lead and contact records to the correct
owner and campaign during import to ensure the
introduction of new data doesn’t compromise data
integrity. Save pre-import matching scenarios and
field mapping for future use and data management
consistency.
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sales@validity.com
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Businesses run better and grow faster with trustworthy data. Tens of thousands of organizations rely on
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Validity solutions – including DemandTools, BriteVerify, Trust Assessments, Return Path and AppBuddy – to
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target, contact, engage, and retain customers effectively. Marketing, sales, and customer success teams
worldwide trust Validity solutions to help them create smarter campaigns, generate leads, drive response,
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and increase revenue. For more information visit, validity.com and connect with us on LinkedIn and Twitter.
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