When it comes to databases, there’s an old adage: “junk in, junk out”. No matter how powerful your system is, if the data in your Salesforce org is junk, you’re not going to get the most out of it. It is important to train your team in ways to keep your data all neat and clean, but even if your users are absolute stars at data entry, phone numbers, addresses, and even emails change from time to time, and before you know it, you’re spinning your wheels trying to track down the latest contact information for the decision maker at a big client or googling an outdated twitter handle to find a customer who left you a 5 star review. How can you possibly stay on top of the constantly changing contact information for thousands of Contacts? You should try using the Mass Stay-in-Touch in Salesforce!
Stay-in-Touch is a standard Salesforce tool that helps automate the process of updating Contact records in Salesforce. For one-off updates, you can always click the built-in Request Update button from a Contact’s record, but you can also use the Mass Stay-in-Touch feature on the Contact Tab page to quickly send hundreds of update requests. Your Contact will get an email showing the information you have in the system and a link to update it, and when they have submitted their updates, you’ll get an email to confirm the changes directly in Salesforce, no typing necessary! With just a few clicks, you can get your clients to update their own contact information for you, leaving you with a lean, mean, clean Salesforce org that’s ready for business!
-Jared and the Salesforce Guys
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.