data management
DESCRIPTION
Keeping data in your CRM system clean is an ongoing process. Develop standards and policies to ensure this quality.TRANSCRIPT
![Page 1: Data Management](https://reader037.vdocuments.net/reader037/viewer/2022100605/559aef6e1a28ab8d218b47c4/html5/thumbnails/1.jpg)
Maximize the use of Salesforce with LiveData Solutionsdata management activities
Jay PitzerStrikeIron, [email protected]
![Page 2: Data Management](https://reader037.vdocuments.net/reader037/viewer/2022100605/559aef6e1a28ab8d218b47c4/html5/thumbnails/2.jpg)
Agenda
• Data management problems
• Who it impacts
• Achieving data quality
• StrikeIron’s solutions
• Demo
![Page 3: Data Management](https://reader037.vdocuments.net/reader037/viewer/2022100605/559aef6e1a28ab8d218b47c4/html5/thumbnails/3.jpg)
Data Issues• 15 to 20% of your data is probably bad or outdated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](https://reader037.vdocuments.net/reader037/viewer/2022100605/559aef6e1a28ab8d218b47c4/html5/thumbnails/4.jpg)
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](https://reader037.vdocuments.net/reader037/viewer/2022100605/559aef6e1a28ab8d218b47c4/html5/thumbnails/5.jpg)
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](https://reader037.vdocuments.net/reader037/viewer/2022100605/559aef6e1a28ab8d218b47c4/html5/thumbnails/6.jpg)
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](https://reader037.vdocuments.net/reader037/viewer/2022100605/559aef6e1a28ab8d218b47c4/html5/thumbnails/7.jpg)
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](https://reader037.vdocuments.net/reader037/viewer/2022100605/559aef6e1a28ab8d218b47c4/html5/thumbnails/8.jpg)
Achieve Data Quality
Native buttons
![Page 9: Data Management](https://reader037.vdocuments.net/reader037/viewer/2022100605/559aef6e1a28ab8d218b47c4/html5/thumbnails/9.jpg)
LiveData for Salesforce
![Page 10: Data Management](https://reader037.vdocuments.net/reader037/viewer/2022100605/559aef6e1a28ab8d218b47c4/html5/thumbnails/10.jpg)
Resourceswww.salesforce.com/community/crm-best-practices/www.appexchange.com search for StrikeIron
Questions, comments, trials, etc
Jay PitzerStrikeIron, [email protected]