In the Salesforce industry, there’s a phrase we throw around regarding data quality: “junk in, junk out.” When your team has clean, well-organized data, your whole business benefits. Sales knows they’re not prospecting an existing customer, Marketing can trust their emails are getting delivered, Support can get a full understanding of customer history, and executives can make profitable decisions. This year, your resolution should be to commit to better quality data with these six tips from Salesforce.
Before you can improve your data, you have to understand it. Knowing where the data is coming from, how users are interacting with it, and understanding potential issues can help you put the right controls in place to keep things clean. These controls can include validation rules, duplicate prevention, automated cleanup tools, and integrations. For example, when your CRM and Accounting system talk to each other, you can always trust that both systems will have reliable and up-to-date information. Augment your data with tools like Dun & Bradstreet to provide your team with more in-depth information on your customers. Use reports to keep an eye on data changes and quality. And finally, get your team involved in the effort of ensuring better data in Salesforce. Read more here, and enjoy a cleaner CRM this year!
-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.