5 Tips for Better-Managing Your Salesforce Data

When it comes to living in a modern society where we are only a few clicks away from getting all the info we may need, it’s nothing unusual that there are so much fake news and unreliable information. Social networks also play a huge role in this digital age, but they also represent one of the most popular ways for people to interact with each other. Of course, since platforms like Instagram and Facebook have so much of our personal data, it is also a pretty good source of information that they can use to place and advertise products. That is why we can often see an ad that’s personalized for us because of our personal preferences and previous google search.

The Internet changed everything

From a different point of view, running some companies is also much easier today, as no matter where you are, you can always place and sell products or services to people all across the globe. That is what makes running a modern and successful business much more prosperous. Of course, all the technology developments regarding the interaction between business and customers also mean that there is a much higher risk of repeating and duplicating responses and ads that can worsen that customer-seller bond. That is just one simple example, and there are many other data errors that can happen in your CRM, but luckily, there are also plenty of modern solutions to these modern problems so, let’s have a closer look at some of the best tips for Better-Managing Your Salesforce Data.

1. Constant education

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Constant education is important in every job and every career, as we learn and improve for as long as we are alive, and the same thing is if we want to improve our salesforce data. We need to educate our users but also managers about many aspects of data, such as quality, integrity to organizations, and the importance of proper data management. Technology is improving all the time, and the same thing is with everything else in the world and our users, employees, and we need to keep updated all the time. Being up to date is possible only if we are open to changes and willing to learn and improve ourselves all the time. If we are, constant educations are one of the best ways to get the necessary knowledge.

2. Getting rid of duplicates

Sometimes it can be pretty difficult to remember and keep track of all the info entered into a database, which can create a tremendous mess in the end. Searching through duplicates in large databases can waste a lot of time because of the constant finding of the same data. Besides that, users can have many problems with getting a view of customers’ relationships and insight into crucial data. Luckily, we can use the tool which will prevent creating duplicates by searching through the databases for them and deciding what to do with them. The tool can get rid of duplicates because it creates a scenario and finds the automatic solution on what to do with them. There are three possible scenarios, and duplicates can be removed, merged or the user will be warned about them, and the tool automatically chooses the best possible option.

3. Calendar and schedule monitoring

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It may perhaps sound like an obvious thing, but in a world where there is too much information, creating and keeping up with the proper calendar can actually do wonders for your business and your CRM (customer relationship management). By doing so, you will be able to synchronize the calendar, which will give you much better control of all the data gathered. It will simplify finding the right info, which means that it will increase both efficiency and productivity and make managing and monitoring the workload and all the data much more efficient. To get a better grasp on how important it is to have software with all the calendar features, along with data capture and email tracking, just like here, doing some research is a must. It is the best way to understand how great of an impact this can have on the overall efficiency and your ROI (return on investment).

4. Communication is crucial

No matter which powerful tool we have to improve our salesforce data quality, one thing we should never forget – communication. If you are the one who acts as the administrator, then you have some responsibilities and, you need to keep all the users of the CRM user interface updated about all the changes and answer their questions. It literally means all the changes, from updates and revisions to changes like adding new fields to the interface and everything that is connected to the user experience. User experience is the essential part of any modern business, and it can be a determinative point whether some business will be successful or not. Besides notifying the clients about changes, it is your job to answer their questions and help them discuss with other users some crucial subjects that can be useful for everybody. If the users find a supportive atmosphere and friendly environment, they can suggest some improvements that can change the whole system.

5. Keeping an eye on a database

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Maintaining a database is not an easy task, and being the administrator of it means too much monitoring and checking. It is necessary to be careful all the time since it can degrade suddenly and without warning, and the reasons for that are simple. Sometimes one valid piece of information can be changed by accident with an erroneous one and make a huge mess, or it can be deleted at all and make things even worse. If you decide to enter new information, it can lead to many problems and problematic fields, no matter how hard we try to prevent it. The only solution to avoid many problems with information is to monitor the whole database all the time and deal with improper info in time. It’s as important and delicate a job as it sounds, as even the slightest mistake can lead to disastrous events.

Bogdan Radicanin
Bogdan Radicanin

My name is Bogdan Radicanin, but everyone calls me Boba. I also work as a full-time musician. I approach both jobs with a lot of passion, and I believe that's what makes me successful.