Data Automation Key Features

The Replystream Data Automation Suite provides the ability to leverage existing pre-built standard classifier Steps for immediate results, and also to build and use your own custom classifications.

 

Data Sources: Use Salesforce report filters to specify the data for classification

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  • Specify classification input using report filters
  • Classify any standard and custom objects
  • Classify standard and custom fields

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Data Sources: Use existing Excel spreadsheets as input and output files

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  • Specify Excel spreadsheets as input and output files
  • Auto-create new columns with classifier results
  • Populate Salesforce from Excel spreadsheets

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Classification Recipes: Quickly assemble a pipeline or sequence of classification steps

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  • Specify inputs and outputs
  • Select classification Steps
  • Save and re-use Recipes and Steps

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Classification Step Types: Select from a wide variety of classification approaches and techniques

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  • Best Match - best match using search rankings
  • Pattern Match - finds some or all of a specified pattern
  • Lookup - absolute match to reference data
  • Mapping - map fields to re-use classification steps
  • Setting - set specific values irrespective of results.

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Classification Step Library: Utilize a library of pre-existing firmo-graphic and demographic classification Steps

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  • Firmo-graphic - industry, size, URL, Fortune 500...
  • Demographic - level, function, role, persona...
  • Techno-graphic - installed technologies...
  • Validation - phone, email and bad data.

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Customized Classification Steps: Use the interactive editor to build and test new classification Steps on-the-fly.

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  • Clone - copy and edit existing classification Steps
  • Build - add classification criteria and terms
  • Test - create, use, run and view test results
  • Publish - make classification Step available for use.

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Scheduling: Define when classification Recipes are run and by whom

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  • Recurring - set to run at a specified frequency
  • Targeted - set to run at a specified date and time
  • Event-based - triggered by a new record or field update
  • On-Demand - run ad-hoc by administrator.

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Get Started Now

Find out today how Replystream can help you grow revenues.

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