Excel. Excel is the worst CRM in the world. There is no competition. In the late 90s and early 2000s I remember using a CRM that had to sync across each computer from a master database daily. It took an hour and crashed frequently. This is still better than Excel. Here is why: You don’t…
If you’ve purchased multiple lists from data vendors over the years, you probably are not aware of all the duplicate contacts that you’ve paid for. There are two very common scenarios that you’ll want to be aware of:
Scenario 1. Let’s use the example of an initial purchase of a list of contacts at software companies, and a subsequent purchase of IT Services companies. You order the initial list of software companies and a few months later order a list of IT Services companies. The problem is that there is bound to be a great deal of overlap between the lists. Since most data vendors charge per contact, this could result in a pretty large waste of money.
Scenario 2: You already have a good deal of these names in your database, so why should you pay for contacts that you already have?
Loading up a new list chock full of duplicate leads or existing Contacts/Accounts can create unnecessary stress and agravation for your sales team, so dealing with these lists efficiently before importing them into CRM can be the difference between being a Salesforce admin that is loved or hated.
This post is the second part of an ongoing series that provides incredibly simple tips, tricks and timesavers for Salesforce admins.
Quick Tip: Control + D and Control + R
Whether you’re exporting data from GoToWebinar, purchasing lists or, for whatever reason, exporting lists for manipulation in Excel and then re-importing in Salesforce, the “Fill Down” and “Fill Right” features in Excel are super-simple yet super-helpful.
Have you ever come into possession of a list or spreadsheet containing email addresses but the company name and/or website field is blank? How about this scenario: you receive a list that has one column for Full Name, but you need seperate columns for first and last name.
There is a pretty easy way to get around both of these issues but surprisingly, not many people are aware of it. In this example, we’ll show you how to resolve the first problem – a list of email addresses but no company name or URL information – by using the Text to Columns function in Microsoft Excel.
An Admin Life-Saver: Text-to-Columns in Microsoft Excel
The Text to Columns function allows you to separate values (text, numbers, etc.) within an Excel column through a delimiter. A delimiter is the point that you wish to “slice” the values. A delimiter can be any character – the letter A, the number 3, special characters – but the most common & helpful examples will include delimiters in the form of a comma, semicolon, single space or even a tab. In the example below, where we want to separate the URL from an email address, we’ll use the @ sign as the delimiter.