Data is an incredibly important asset to any business. Bad quality data is not just a time sink to remedy, it can also cause active damage to an organization. Starting with good quality data is key, especially in Salesforce where qualifying leads, assigning key accounts, and ensuring cases are routed to the correct queues are paramount.
What are the consequences of bad data?
- Damage to relationships with clients and partners
- Lowered credibility
- Poor productivity
- Poor decision making
- Lost revenue
How can I get accurate data in my Salesforce Organization?
Salesforce provides various ways to keep data accurate such as validation rules, required fields, workflow rules, and duplicate management rules. We believe that good data is the basis of success. This means correct data at the point of entry, and where that’s not possible, it means having the ability to highlight and intelligently cleanse poor data.
We offer a range of solutions for the Salesforce CRM platform to promote and assist accurate data entry, to provide methods to cleanse your data, integrate it, and help keep your business compliant with GDPR.
AddressTools
AddressTools can verify address data both at the point of entry, or as a clean up task. With the data being verified against local postal authorities in over 240+ countries, you can rely on AddressTools to ensure that Salesforce is your master source of knowledge. Ensure that users in your Salesforce Organization are spending their time efficiently, rather than fixing the issues caused by poor quality address data.
IndustryComplete
IndustryComplete uses NAICS, SIC and iSIC classification systems to verify industries in Salesforce. With an easy-to-use component, users can search for an industry using keywords which will populate the standard Salesforce industry field. Having an interactive and easy to use component to enter in industry data not only saves users time, but ensures accurate data is entered.
SimpleImport
The Managed Import component from SimpleImport allows users to import data into Salesforce directly, but safely into predefined fields, mapped by an administrator. Standard users are empowered with streamlined import functionality, but with strict, customizable controls to ensure security and data integrity.
PhoneTools
PhoneTools allows you to screen against UK TPS and CTPS lists to assist with PECR compliance, all within Salesforce with no coding required. Manually check numbers when you need them or automate screening to keep you up-to-date.
For more information on our products discussed above please check out our AppExchange listings for AddressTools, IndustryComplete, SimpleImport and PhoneTools.