CRM Data Administration

Using GridBuddy Cloud to Maximise CRM ROI

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There’s a common misconception within many businesses today: that faster is always better. But occasionally it’s healthy to stop and evaluate what your organization is doing to meet its business objectives. Whether you’re managing a sales team or an entire Salesforce org, there are three principles that govern the ability to make effective data-driven decisions. 1. Productivity Many roles across an organisation rely heavily on…

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Acquiring & Retaining Customers: A Shared Responsibility for Growth

acquiring-&-retaining-customers:-a-shared-responsibility-for-growth

In a recent webinar series with Ben McCarthy and Lucy Mazalon from SalesforceBen, we explored the three inseparable principles of CRM success, and how – especially when it comes to data and marketing – shared responsibility yields the biggest returns. We also presented unique analysis based on Validity’s DemandTools users and answered key questions such as which modules are most used, when this happens, and…

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The Secret to Salesforce Adoption and Better Data Quality

the-secret-to-salesforce-adoption-and-better-data-quality

As experts in Salesforce data management we are frequently asked, “What do I focus on first, my data quality or adoption?” Since these are the top two challenges faced in every CRM implementation, the question isn’t surprising. Adoption and data quality are both equally important and daunting to accomplish without the right tools and approach. So, what do you do? First, stop viewing data quality…

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Edit Data from Multiple Salesforce Orgs in a Single Grid

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Have you ever had to maintain data in multiple Salesforce orgs? Maybe your company was acquired, but the CRMs haven’t been merged, or your organization started with separate CRMs per team and you still need to refer to data in your old database. Either way, searching and editing data in multiple Salesforce orgs is painful. Unless you have GridBuddy Cloud. Using GridBuddy Cloud to edit…

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Every Salesforce Object You Need in A Single, Editable View

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Welcome to Every Salesforce Object You Need in A Single, Editable View…Also known as, “Never Needing to Navigate through Salesforce Again.” If you manage a team of people working in Salesforce, or if you yourself spend time in the tool, you’ve probably realized it’s hard to find what you need without wasting a lot of time searching, clicking, and waiting for pages to load. Enter…

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Four Ways Admins Can Encourage CRM Adoption

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If you’re a Salesforce Admin, you’ve probably faced adoption issues when getting your people to use Salesforce. They’ve come to you with complaints about how hard it is to find the data they need, how long it takes to update multiple record types, and the time they waste loading and editing related items. To use Salesforce successfully, your end users need to access and edit…

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