Contrary to popular belief, data management software or data quality management is not a simple task; In fact, it can be very complex and overwhelming. When you don’t answer questions, train new users, repair broken technology or try to improve it, you are required to manage a large amount of information to a high-quality level. As mentioned, this work can be very overwhelming; However, there are many different methods and tools for assessing data quality that can help you make the job easier. This article will provide information on the most effective Salesforce data management activities available.
- ETL tools
For individuals who really like managing data quality and working with data, deleting and cleaning up many high-quality data records can be simple; however, for someone who doesn’t care, this can be exhausting. ETL tools (extracting, converting, downloading) are very beneficial for individuals after they complete the task automatically and quickly.
ETL tools have different types of ETL software and need to be installed for use. After installation, the ETL tool will complete three different tasks when enabled. First, it will evaluate the content of the spreadsheet that will be deleted from the spreadsheet fields and limit the number of duplicates created. Next, it will convert any invalid information located in the correct format. Finally, it will download any new information needed to create accurate accounts and spreadsheets for efficient use.
- Validation rules
Authentication rules are the most effective way of managing Salesforce data and are often built in the form of regular Salesforce algorithms. This is most useful for individuals working individually because they are easier to manage and smaller, but as effective as larger data management tools. Authentication rules work by blocking the creation or editing of records after meeting the criteria that you define and specific operations on data that meet the listed criteria. This makes it easy to locate specific data in large information groups.
- Materials and teaching
The final practice that any data management agent can use is documentation and teaching tools. Basically, this indicates teaching individuals how to manage data and record data independently. This can be accomplished by including help documents in the Salesforce program for users to know which input is required and appropriate for the task to be completed. This must be a discrete document to not cross the entire page, while still being highly comprehensive and useful. For this practice to be successful, we recommend that at least one person in the business or organization department be trained in the operation of the tool. This is a popular option because it removes responsibility from your hands and places it on users.
Data is at the heart of everything you do in your business. It is also a tool to promote your Salesforce case. Without it, how can you determine where your resources are invested or who is your top performer in the company? How can you be able to make the right decision?
But where do you start? Here are three main steps to create a solid foundation for building complex reports without fear of poor data quality:
Step 1: Evaluate and manage the current state of data quality
Data.com’s data quality assessment is a quick and easy method to get a visual representation of your CRM data quality. You not only get a report that allows you to analyze your account, contact and potential customer records to get detailed information about the completeness and quality of data – you can also set up a consultation with a Certified Professional. With Data.com’s Data Quality Accelerator, Professionals will provide best practices and work with you to evaluate and improve your data quality.
Duplicate records are a function of human error and sometimes a programming error. But, having copies in Salesforce is painful and can cost thousands of dollars to clean up. Organizations do not even realize how incomplete or outdated their data is unless they have to aggregate it to report management. Salesforce’s dupe management is another great feature that allows you to identify duplicate records as well as prevent future duplicate records from being created. Need help with duplicate management?
Step 2: Identify key metrics and build useful dashboards
Part of the equation is having the right data quality but the second part, equally important, is having the right panel. Can assess the health of your sales, campaigns or customer base at a glance and even on the move – can make the difference between meeting your business goals and missing them!
For sales groups, here are some key figures to consider:
- Closing time
- Pipeline opportunity
- Forecast by a representative, forecast by a period
- Operation of sales representatives
- Win / loss ratio
For service groups, these figures must contain:
- Time to resolve the case
- Cases by source
- High severity case
- Leading customers follow open cases
- The trend of case volume
The marketing team cannot operate without:
- Lead by source/campaign
- Campaign by region
- Campaign conversion channel
- Top revenue generating campaign
Step 3: Build a 360-degree view of your customer data
Your business runs on customer data – that’s your competitive advantage, promoting investment and business decisions, setting sales and marketing priorities and affecting relationship quality. You’re with your most important accounts. Incomplete or discrete data is an important responsibility.
360-degree view of your customers: putting data across multiple sources in the business, combining / enriching data with third-party data, then cleaning and matching all data sets to form a view mode. Although there have been successes, most of this is a complex, costly effort, not reflecting the elegance, ease of use, and scalability of the salesman’s cloud applications. Today, master data management of data sets combine data in the cloud, not only managing customer records but also incorporating a multitude of entities such as products, prices, locations, and all links. put them together in a strong hierarchy and link. You want to use powerful new data technologies, similar to the technologies used to power Facebook and LinkedIn applications, to combine interactions and transactions, including data. society, providing an overview of the relevant insights and proposed actions.
Building a master data management strategy can be a daunting task and so we have built many Accelerators to help you quickly set up a route and determine the best method to build a mechanism. View customer data.