How to Improve the Quality of Your Salesforce Data

Data quality can make or break your business. As per a site, 95% of organizations reveal that handling unstructured data is a major problem for their industry. Bad data may result in decreased customer trust, poor decision-making based on false information, or substantially higher costs for setting up and managing your CRM. The good news is that you're not the only one who struggles to keep your data accurate and up to date. Almost every business in the world struggles with data management, but there are several straightforward tactics you can use to enhance the quality of your Salesforce data.

Monitor

Data quality declines quickly and exponentially, as anyone who has managed even a tiny database will attest. Sometimes users can update existing records incorrectly, deleting or changing information by mistake, or replacing accurate information with inaccurate data. Despite an administrator's best efforts, this may take place. That's why it's essential to constantly check the database for inaccurate data. Once you detect it, you can fix it.

Standardize

Every data administrator should establish a quality guideline that makes it obvious what constitutes ‘high-quality data’ and what constitutes ‘low-quality data’. This standard is a set of guidelines or tests that, when applied to a database, help to detect incorrect data and, in some situations, correct it automatically. After creating a foundational set of criteria, you must periodically revisit it to make amends or updates.

Deduplicate

Duplicate CRM records, often known as ‘dupes’ to data zealots, confuse users, waste time, and make it more challenging for them to see the full picture of a customer relationship. Although these records can be located and corrected manually, CRM users will get better results using a duplication prevention tool. These tools can frequently search the database for duplicate records and can build scenarios that specify how to handle them, such as automatically merging, deleting, or alerting the appropriate users. Be more careful when you think of migrating from one CMS to Salesforce.

Make Things Simple

All guidelines for data quality are superseded by convenience. People will find a workaround (such inputting false data), switch to other systems other than Salesforce, or simply give up if they have to go through all the trouble of saving a record, checking for duplicates, or changing a field value. All data quality measures ought to have a negligible to little effect on their daily activities. Make it a natural component of their current Salesforce procedures.

Offer Training

It's time to put your data management plan into practice after standardizing it. Documenting your standards is essential, but the worst training approach is to simply throw tons of policies and procedures on someone's desk. Provide interactive live instruction to your end users. Give them a walk-through for properly inputting data. Create space for them to fail. Then you can correct them and have them fix their own mistakes so they can see the processes in action and the value they bring to their role and the company as a whole.

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