Salesforce is a CRM market leader and one of the most successful flexible and customizable platforms in the tech world. The platform offers a variety of applications that have significantly digitalized the world of marketing, sales, and customer services. Ensuring and maintaining data quality is necessary and important in today’s data-driven business world. Doing it right will help in getting most of the Salesforce CRM system.

Salesforce data quality

Before moving ahead, let’s first have a look at some surprising statistics about Salesforce data quality.

  • A recent Cloudingo survey of 897 Global Salesforce users found that around 43% of respondents were dissatisfied with the quality of their Salesforce data. In addition, a large number of respondents (around 58%) believe that almost 80% of their data in Salesforce is unreliable and cannot be used.
  • Bluewolf confirmed in its Salesforce report that dealers (around 28%) did not have a 360-degree view of their customers due to data inconsistencies.
  • Another report by Ebsta Salespeople shows that around 68% of salespeople consider data entry as a long, manual, and repeatable process that requires more automation.

Inaccurate data leads to misleading incomplete and confusing information, it further reduces the level of adoption and most industry analysts criticize bad data as one of the main reasons why CRM projects fail. We all have to admit, accurate data and reports are the backbones of all organizations.

Without data accuracy, management has no data to make good decisions and Sales teams don’t have the right tools to convert prospects to customers. It might be difficult for companies to match CRM data in other systems. This may result in missing out on opportunities and revenues, frustrated users and customers, and lack of user adoption.

In this blog post, we will explore effective strategies to improve Data Quality.

How to improve data quality?

In order to ensure high data quality, you must train your users, create and implement data quality processes. Maintaining clean, accurate data is one of the most important things you can do to get the most out of Salesforce. It builds the trust of your sales team and helps you work toward complying with various data protection and privacy regulations.


 

Profile your data

Data profiling is about understanding your data. You must know where your data comes from such as Spreadsheets, backend systems, or sticky notes. 

Salesforce gives you tools for managing duplicates one at a time and across your org, and to track your progress in eliminating duplicates.

Control your data

Use automated procedures or tools to clean your data. You can find several of these tools on the AppExchange. First, fix data that is highly visible and commonly used, such as Addresses and emails. Then fix business-specific information such as opportunity type and stages. Finally, you need to delete all duplicate fields. 

Assist users to input correct data through data validation policy. Salesforce validation rules verify that the data a user enters in a record meets the standards you specify before the user can save the record. Use exception reports and data quality dashboards to remind users when their accounts and contacts are wrong or incomplete. 

Schedule a dashboard, updating, and sending this information to managers is the best and most efficient way to promote compliance.

Integrate your data

Most organizations have their data stored on more than one system. This results in maintaining the same data across multiple systems. One of the good ways to avoid this problem is to integrate your system so that a change in one system automatically gets updated to another, producing a single source, and makes it easy for the end-users to access information.

In the past, integration was a complicated task. But, no longer. Salesforce.com provides connectors to Oracle and SAP systems to facilitate the integration of customer master records. 

Salesforce offers and supports different integration methodologies like SOAP/REST APIs, Force.com API, Bulk API and third-party tools like Dell Boomi. 

Wondering how to figure out which integration suits your business? Contact Cloud Integrate now!

Expand your data

To make your CRM system more valuable, expand your data with information available to your sales reps and managers. Make the best use of internal market intelligence such as purchase patterns or competition analysis. To find out which data is valuable, research what your sales and marketing users want the most.

Search on AppExchange for partner solutions that allow you to expand your data with external information. Grasp internal information about your customers’ behavior and buying patterns and then consider whether the information will be helpful to your Salesforce.

Monitor your data

Achieving high-quality data is not a one-time effort, but it requires constant vigilance. Making policies, data monitoring processes and tools are very critical for maintaining and improving the quality of data.

  • Establish a centralized process for bulk uploads and clean-up projects.  Force.com platform and the AppExchange have tools that allow you to import and delete data.
  • Utilize workflows, validation rules, and Force.com (Apex) code to enforce important business processes.
  • Create reports and dashboards to monitor data quality. Remember to use free data quality maps available on AppExchange. 

Final Words

Inaccurate and incomplete data is definitely bad for businesses. In order to ensure data quality and meet best security standards, some cautions are required like good processes, Microsoft’s tools Force.com platforms and solutions from our AppExchange partners.

Want to know how can you ensure your data is clean and accurate? Access the top-notch Salesforce Consulting Services by choosing Cloud Integrate as your consulting partner.