Keep your Sales data clean with Salesforce app for Merge duplicates data

Posted by Amit Gupta on June 14th, 2016

It is said that same old thinking delivers you the same old results. Similarly, staying fixated to what you already know about your clients only gives you a half-baked picture. Moreover, the chances of duplicate and redundant data creeping into your system is distinctly high. Therefore, it is a damn good idea to have at your disposal means and techniques to ward off the threat posed by duplicate entries. A good Salesforce app for Merge duplicates data can work wonders by merging duplicate or similar data. Besides the app route to remove duplicate data in Salesforce one can also follow certain guidelines to accrue the benefits of a clean CRM effort.


Some of the points that can help you move towards a clean CRM are enumerated and explained below:


1. Training:


It is quintessentially important to ensure that your personnel aren’t pursuing the same lead at the same time. Also, it is essential not to bring in a lead that is devoid of email/cellphone no. , else it is equivalent to stuffing your CRM with useless leads that are destined to result in a bounced email which ultimately makes reporting inaccurate.


2. Always Monitor:


It is always a nice idea to measure and monitor all the data that is acquired during the course of your team’s communication with prospects through various media like phone, email, social media, etc. Keeping track of the bounce rate and dial-to-contact ratio assist in bringing to fore the problem areas in your process.


3. Enrich Data:


The biggest worry that comes with the enlargement of the team is the prospect of dip in efficiency. Also worth poring over are the parts of the process that you might want to eliminate or automate. It is indeed a nice idea to incorporate enrichment tools that fill the essential fields in real time thereby helping users save on time.


4. Deduplication Process:


In case you don’t use Salesforce app for merge duplicate data, there is bound to be some duplicate leads. This is especially holds good in case there are enormous leads.


5. Synchronize Sales & Marketing:


There must be a single point person in gathering information between each handoff. Because sometimes sales and marketing can be concealed. So it is always better to start early on.


6. Rinse & repeat.


Keep on improving and sprucing up the process and never allow it to stagnate. Always measure the sales data.
By following these commandments and backed by a power-packed merge duplicate records Salesforce app, you can surely revel in the success of your CRM effort.

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Amit Gupta

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Amit Gupta
Joined: January 4th, 2016
Articles Posted: 13

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