Top 3 Salesforce Data Pitfalls
One of the primary problems that most services end up facing is the fact that there is no much data to deal with, segregate and publish. The aspect of too much data to deal with is an issue that has plagued many services for several years, but recently, companies have figured out many more subtle and unique ways to increase sales velocity with the help of data. It should come as no surprise to anyone out there that more and more sales executives are looking for more and more innovative ways to do so.
Regardless of the aspect of crm in Salesforce or any other related aspect, the ultimate truth is that many services out there are held back due to their Salesforce data itself. Although this may sound strange at first, the fact of the matter is that data handling and segregation does tend to get out of hand and become a messy affair much sooner than most companies expect. As more and more is added to the overall database, the problem only gets increasingly worse. Plus, with so many problem-solving methods at hand, things can get very overwhelming for most people who have little to no clue where to even start.
However, all is not lost since you can educate yourself on the main Salesforce data pitfalls that most services tend to fall prey to. Here are the top three Salesforce Data Pitfalls:-
- Leads falling through the cracks: Many times, quite a few leads are just floating around there since they are not matched to any account when pushed into Salesforce. That is the primary problem. Sure, a lead to account matching software will be able to solve this problem to a considerable degree, but this is more than likely to be an unnecessary drain on your time and money. The best way to solve this problem is to use the same algorithms that were used to create the account rollups.
- The aspect of messy accounts: The account-based structure of most B2B companies tends to get out of hand more often than not. With multiple accounts, things can get messy and confusing for those people who are unsure whether to merge the accounts or not. The first step towards cleaning things up is not creating new accounts and the use of machine-learning algorithms to make it easier to create a master account that will manage everything else.
- Firmographic data that is inconsistent: When it comes to sales velocity analysis, a large majority of services come up short. This is primarily because the essential firmographic information is not consistent. This is primarily because when compared from one vendor to another, there is an obvious lack of consistency. One of the primary solutions to this is the aspect of automatic data augmentation and the creation of metrics that will find an industry that is most used.
One thing that you can be sure of is the fact that you are certainly not alone when it comes to you getting enmeshed in Salesforce data pitfalls. Hence for you, the answer primarily lies in the fact that rather than going through the enormous hassle of cleaning up your Salesforce data, the more practical approach would be to take a closer look at your sales strategies and start asking yourself all the important questions related to that. That is the most important aspect that you need to remind yourself about.
For all those of you who are still wondering, there are a plethora of esteemed and professional services out there who can help you further in getting the better of the problem of data pitfalls, but being aware of the pitfalls themselves is the first step towards making things a lot easier and better for yourself in general.