Use Case

Eliminating contact data quality issues

Ensure Data Quality

87%
User adoption
44%
Reduction in application support tickets
Eliminating contact data quality issues
Business Services
CRM
Salesforce

Data Challenge

Contact data quality is the foundation of effective sales and marketing. When reps enter incomplete records, use inconsistent formats, or skip required fields in the CRM, bad data spreads across campaigns, reporting, and customer communications.

  • 40% of software features are actually used by employees, meaning CRM data quality tools and validation features are often bypassed entirely
  • 96% of decision makers report their organization struggles with digital adoption, including CRM data management workflows
  • 2.33 hours per week lost per employee to software-related issues, including time spent chasing down or correcting bad contact data

Periodic data cleanup campaigns fix symptoms but not root causes. Without guidance enforcing data standards at the point of entry, bad records keep flowing in.

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Our Solution

Userlane eliminates contact data quality issues by enforcing data standards directly inside the CRM at the point of entry, preventing bad records before they spread.

  • Form validations from the Engagement Suite enforce required fields, correct formatting, and duplicate detection rules before contact records are saved
  • Tooltips and hotspots highlight data entry standards and provide contextual reminders for fields that are frequently skipped or filled incorrectly
  • HEART Analytics tracks data completeness and entry accuracy by team and individual, giving operations leaders visibility into where data quality breaks down

Application Intelligence surfaces which contact fields and workflows generate the most data quality issues. Contextual Assistance corrects behavior at the source, replacing reactive cleanup with proactive prevention.

Proven Impact

87%

User adoption

44%

Reduction in application support tickets

Frequently Asked Questions

Validation happens instantly as reps work. Organizations typically see 44% reduction in support tickets related to data quality issues.

Validators provide immediate feedback showing the correct format example. Reps correct entries before submission rather than discovering errors during campaign execution.

Most organizations see measurable results within 30 days. HEART Analytics tracks where data entry friction decreased and which fields might need additional format guidance.
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