Data governance and Salesforce adoption success
This post was originally published on the RelationEdge blog.
Data is a business's intellectual property. Whether your company is pursuing Salesforce® implementation or is actively using Salesforce, you must have clean and accurate data.
Having bad data can lead to failed implementations or costly resources to fix bad data. When you don't have the right information, you can end up with duplicate accounts, inaccurate reports, an absence of internal synergies, and a lack of user adoption.
However, specific data management strategies and best practices can help your business avoid bad data situations or improve your current system. Clean data is critical to successful user adoption and overall Customer Relationship Management (CRM) success. Without proper structure, processes, and security roles and profiles in place, then anyone from your team can add or manage information in Salesforce. They might use a variety of inconsistent methods.
Duplicate accounts cause problems
In multiple Salesforce instances, we have seen duplicate accounts due to a lack of data governance processes. This duplication is problematic when, for example, your sales team updates one of the accounts, and an account manager references the duplicate account. The manager does not have access to the most current information, and the contact can receive calls from two different people with conflicting messages. You can avoid this by creating standard processes and by using the following duplicate management apps:
- Salesforce: Has deduplication functionality (already available in Salesforce).
- DemandTools: Discovers, cleanses, and maintains data quality.
- Ringlead Unique Upload: Imports duplicate-free lists to complement existing tools.
- Cloudingo: Identifies and removes duplicates by using a dashboard-based tool.
- Cloudingo Studio: As a developer-focused tool, supports complex Salesforce Object Query Language (SOQL) use.
But using a tool one time is not enough—establishing a process is critical. To do this, you should standardize your processes, assign appropriate security profiles and roles, and de-dupe your data. Then properly train your team so that they follow the process. Standardizing includes setting rules on abbreviations, such as US, U.S, or USA. De-duping includes identifying, matching, and merging duplicate accounts, such as J.Doe and John Doe. If the accounts are the same, merge them. After you do this front-end clean up and have these processes in place, train all current employees and new employees. Pay attention to new features and Salesforce updates and schedule training for updated processes.
Then, after you establish the processes and set the standard, you must maintain quality data. To do this, monitor your data. Look at dashboards and reports to gain insight and create visibility across the enterprise. This oversight allows you to maintain data quality. Use Salesforce to implement controls and set your business up for success with clean data.
We can help
We can create system architecture based on your business process and create the standards and processes to enable clean data from the start. We can also help current Salesforce customers with data cleansing and provide managed services to assist with data policy, data governance, training, and adoption.
Visit www.rackspace.com and click Sales Chat to get started.
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