Tag: DataIntegrity

Illustration of the Salesforce lead deduplication process to eliminate duplicate records.

Salesforce Lead Deduplication: A Process That Works

Imagine this: You reach out to a new lead, excited to start building a new relationship. But when you contact him, you discover that one of your colleagues is already cultivating that same lead. Sound familiar? You’re not alone. Most sales reps and marketing teams deal with duplicate contact records on a regular basis. It’s […]

Illustration of a CRM dashboard with data validation checkmarks and quality improvement icons.

CRM Data Quality | Best Practices to Assess and Improve

lesforce, provides a major benefit for businesses. Your sales and marketing teams can easily reach a large audience with personalized messaging. Current and past customer documentation is available in real-time. And your team has a wealth of data at their fingertips to help you better serve the customer and improve profitability. But what happens when the CRM data quality is faulty?