How to Increase the Accuracy of Your Salesforce Data

As a sales manager for a company with Sales force, surely you feel identified with a situation in which your CRM data is not as accurate as you would like. Especially when it comes to data.Contact.

You will have met with inaccurate or outdated data that ends up hurting your sales goals. Most of these problems can be found in:

• The postal addresses of the contacts. Incorrect addresses that cause marketing documentation or even invoices, in the case of clients, do not reach their recipients.

• Emails. This impairs the fluid communication between your sales team and your potential customers., which can cause special offers not to arrive on time and sales are lost.

• Telephone numbers. That when they make mistakes they provoke, in addition to the loss of opportunities, wasted time on the sales team and on the customer service team, which again hurts sales and can also annoy customers who are waiting for a support call.

In this article We're going to help you improve the accuracy of this contact data so you can get the most out of your Salesforce., increasing your sales and achieving your goals.

Why Do These Data Accuracy Issues Occur in Salesforce?

There is Three Situations That Cause Inaccurate Data To Appear On Your System:

• Sellers can enter data with errors in the system either because they have not been heard correctly from the source or because despite having picked them up correctly, they have not been written correctly.

• When there is a data entry formBoth the client and the company staff can enter the data incorrectly, either accidentally or intentionally.

• The passage of time causes data to deteriorate. People change their phone number, they change their address, email and also change your personal situation. If a year ago they were married, now they may not be and maybe create friction in a phone call where we are supposed to have that information. Secondly, companies also move, open new branches or merge with other companies.

How can I solve this problem?

First, there is a few simple tasks to do with emails, phone numbers and addresses to ensure accuracy:

• Once entered in Salesforce it is necessary validate them.

• We should clean them routinely to make sure they are up to date.

To help us in these tasks we can use a Contact details verification tool (CDV). With this type of tools we can automatically do, both at the time of data entry and in batch mode periodically, the next:

• Emails– Please check email addresses are operational to make sure we are not blacklisted.

• Postal addresses: the tool makes a comparison of the address entered and its format with the usual one in the country to which that address belongs. Addresses of almost 250 countries and territories.

• Telephone numbers: Through this type of tools we can check not only that the telephone numbers entered are correct but also the time of the area to which it belongs to warn that it should not be called at night from that territory.

How can you get a CDV and how does it work?

Ask your specialized data management service provider using one of these contact data verification tools in Salesforce. It is a very easy tool to implement and integrate into Salesforce..

Ideally, installation can be done simply by going to Salesforce App Exchange and subscribing to the app. Your provider should be able to send you a link and an installation key.

To operate the tool define the data sets to be validated, like emails, telephone numbers and postal addresses, and wait for the tool to do its job. A good CDV tool must be able to perform the following functions:

1. PanelA panel is a group of experts that meets to discuss and analyze a specific topic. These forums are common at conferences, seminars and public debates, where participants share their knowledge and perspectives. Panels can address a variety of areas, from science to politics, and its objective is to encourage the exchange of ideas and critical reflection among the attendees.... of analysis– The tool can analyze historical data from Salesforce and incorporate that data into a dashboard. data quality which can display information about the number of accurate and imprecise records.
2. Real time validation: It is used to validate the contact information during its introduction in Salesforce. Can validate and verify phone numbers, Emails and addresses entered, at the very moment of its introduction.
3. Batch mode cleaning– This function periodically checks for stale records. It works in the background and its periodicity can be programmed. What it does is mark the data as invalid and indicate the cause.