Nothing is worse than having dirty data in your Salesforce CRM system. The database becomes unusable because duplicates, misspellings and incomplete records are useless and misleading. There is no use in investing heavily in a CRM system if you don’t have any way to leverage Salesforce data cleansing. Your business will not thrive if you keep unwanted data in your Salesforce system. In this article we will discuss how unwanted data gets into your system and how to employ Salesforce data cleansing methods.
How Does Unwanted Data Get Into Your System?
There are actually two sources that bring dirty data into your Salesforce system; they are people and the business. People are responsible for errors such as typing mistakes, especially when they are entering data while in a rush or using a smartphone, etc.
Many businesses start each year and then end up fast . The main reason for this is the inability to survive the competition. This high open and close ratio leads to unwanted data in Salesforce CRM if not updated regularly. That is the reason why the Salesforce system ends up wasting time in bringing leads for these closed businesses.
This unwanted data creates problems for salespeople and wastes their time as they call unqualified businesses. The marketing budget gets wrongly distributed as mailing and other promotional materials are directed towards these unqualified businesses, ultimately resulting in wasted time and money. Therefore, a proper Salesforce data cleansing system is integral to effective business operations.
How To Use Salesforce Data Cleansing Methodologies
This data mess must be cleaned regularly and for this purpose it is highly recommended to create a data administrator position in your Salesforce system, someone who will perform data cleansing on a regular basis. The data administrator should work closely with multiple teams to clean all data as well as to monitor and enforce data standards in the system. The standard processes involved are as follows:
1. Creating required data input fields for sales data: This will rid the system of incomplete records.
2. Building a regular data cleansing schedule in the system: This step consists of adding, manipulating and deleting records.
3. Using data cleansing tools to remove Salesforce duplicates, and to perform database normalization and other cleaning processes of Salesforce data. These methods help in getting your Salesforce data duplication under control. They look at duplicates, compare fields and then perform the necessary cleansing function including Salesforce deduplication. The regular clean up can be scheduled with the help of these data cleansing tools.
4. Setting an acceptable level of unwanted data in the system is a must. Whenever the level of unwanted data exceeds this level, data clean-up is needed. This process also helps set periodic, recurring cleansing in the Salesforce system.