Tag: EfficiencyBoost

Salesforce dashboard displaying clean, organized data after implementing data cleansing best practices.

Mastering Salesforce Data Cleansing: Best Practices and Tips

Every decision, strategy, and customer interaction relies on accurate, reliable data. Keeping Salesforce data clean is more critical than ever. Without proper cleansing, your organization risks poor reporting, compliance violations, and revenue loss. Many businesses recognize this but hesitate to act, fearing complexity, disruptions, or uncertainty about where to start. That’s understandable—errors can lead to […]

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 […]