data management
DESCRIPTION
Keeping data in your CRM system clean is an ongoing process. Develop standards and policies to ensure this quality.TRANSCRIPT
Maximize the use of Salesforce with LiveData Solutionsdata management activities
Jay PitzerStrikeIron, [email protected]
Agenda
• Data management problems
• Who it impacts
• Achieving data quality
• StrikeIron’s solutions
• Demo
Data Issues• 15 to 20% of your data is probably bad or outdated
• Data duplication
• Accuracy & Quality of your data– Emails
– Billing and shipping addresses
– Phone numbers
• If data is not clean, impacts the entire company
– Enhance leads, accelerate qualifying
– Maintain quality Contact & Account records
“Poor data quality costs U.S. businesses more than $600 billion annually”
Data Warehousing Institute
Achieve Data Quality
• Where are your touch points
– Importing of data
– User input
– Maintaining existing data
• Develop solid policies
• Standardize
• Train your users (KEEP IT SIMPLE)
• APPX Products (Easy to Use)
Standardize, Clean & Enrich
Names Company Name & Address
Identify, Match & Score
Load to Sandbox
Find & Replace
1 2 4 5
Standardize Cleanse Enrich (Optional) De-dupe Validate
US, U.S, U.S.A -> USA Acme-Widgets-453
Acme Inc HQAcme UK
J. Smith, John Smith – 80%Hot HighCold Low
Data Transformation
Hierarchy Data
Demographics Re-parent Child Records
acme incorp.-> Acme Inc
Account: Division, Opportunity, Contact
Naming Conventions
Addresses Merge
Mergers, acquisitions, spin-offs
3
Postal Standards
J. Smith, John Smith -> John Smith
Archiving & Filtering
Validate &Modify
Load to Production
Achieve Data Quality
• Where are your touch points
– Importing of data
– User input
– Maintaining existing data
• Develop solid policies
• Standardize
• Train your users (KEEP IT SIMPLE)
• APPX Products (Easy to Use)
Achieve Data Quality
• LiveData for Salesforce Components– Address Verification & Enhancing
– Email Validation
– Do Not Call
– AppExchange
– Easy to install/use
– Native components
– 100% Apex code
– Leads, Contacts, Accts
Native buttons
Achieve Data Quality
Native buttons
LiveData for Salesforce
Resourceswww.salesforce.com/community/crm-best-practices/www.appexchange.com search for StrikeIron
Questions, comments, trials, etc
Jay PitzerStrikeIron, [email protected]