data management

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Keeping data in your CRM system clean is an ongoing process. Develop standards and policies to ensure this quality.

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Page 1: Data Management

Maximize the use of Salesforce with LiveData Solutionsdata management activities

Jay PitzerStrikeIron, [email protected]

Page 2: Data Management

Agenda

• Data management problems

• Who it impacts

• Achieving data quality

• StrikeIron’s solutions

• Demo

Page 3: Data Management

Data Issues• 15 to 20% of your data is probably bad or outdated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

Page 4: Data Management

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)

Page 5: Data Management

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

Page 6: Data Management

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)

Page 7: Data Management

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

Page 8: Data Management

Achieve Data Quality

Native buttons

Page 9: Data Management

LiveData for Salesforce