Data Quality

Don’t Wait Until Spring to Clean Up: Two Must-Do Tips for Email Marketers

don’t-wait-until-spring-to-clean-up:-two-must-do-tips-for-email-marketers

Here’s the cold truth: Every day you neglect to clean your email marketing program data is one more day of damage you could be doing to your email sender reputation. I said it was cold! Your email sender reputation is dependent on your following of best practices. Are you only emailing people who consent to receiving your email? Are you removing bad data, like addresses…

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Big GDPR Penalties are Rolling In

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Since time feels like a vacuum right now, this reminder may surprise you: The General Data Protection Regulation (GDPR) was enacted over two years ago. Even though many marketers are familiar with the best practices and protections required for compliance, we’re starting to see fines roll in for companies who either are unaware of the regulation’s nuances, or who simply messed up one way or…

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Speed Up Your Sales Cycle with Data

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Let’s be honest, 2020 was not a great year for many businesses. With COVID-19 still ravaging economies around the globe, finding ways to improve sales continues to be top of mind for many. Thankfully, there are some simple steps businesses can take to help enhance their sales processes and customer engagement efforts. Making sure customer data is up to scratch is one of the best…

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Got DemandTools? Do These 3 Things RIGHT NOW

got-demandtools?-do-these-3-things-right-now

Being one of the first ever to use DemandTools, I’ve been asked countless times where to start with this amazing suite of data management functionality. Below are my tips for using it to quickly prove how easy it is to get high quality data, once you have the right tools. Find some dupes. DUPLICATES! We all have ‘em, we all hate ‘em, and the havoc…

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A Journey Through the State of CRM Data to Implementation

a-journey-through-the-state-of-crm-data-to-implementation

For any organisation, data should act as a single source of truth surfaced within a CRM system for all to view, consume, and act upon. With action being the communication with customers, prospects, and the wider market, data is undeniably the bedrock for great sales and marketing relationships. At Validity, we could write the book when it comes to talking about CRM data challenges from…

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When Marketing Gets Downright SCARY

when-marketing-gets-downright-scary

The scariest stories are true. Certainly, Hollywood monsters and masked madmen elicit chills down a spine, but for most people, real-world scenarios are a particularly jarring way to strike fear into a person. Especially marketers. Why? Because our work isn’t private, our reports only available for our bosses to scrutinize. No, our typo is sent to 100,000 people, and you KNOW someone is about to…

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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 your Related Items Without Leaving the Salesforce Record

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Hmm…How can I best describe Salesforce’s Related Items? They show me almost what I need, but not the complete list. The records are almost within reach, but not quite. Related Items show me records related to the record I’m on. Seems like the perfect solution, right? Except the Related Items tab only shows six records for each related object, and I have to click “View…

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DMA Awards 2020: Pursue Excellence and Success Will Follow

dma-awards-2020:-pursue-excellence-and-success-will-follow

At Validity, we know how important it is to keep our finger on the pulse of industries at the heart of our mission. An essential part of that is recognising extraordinary brands for doing extraordinary things. After all, excellence is taking the ordinary and doing it in an extraordinary way. We know Validity customers fit the bill neatly, and that’s why we’d like to help…

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Edit Data from Multiple Salesforce Orgs in a Single Grid

edit-data-from-multiple-salesforce-orgs-in-a-single-grid

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

every-salesforce-object-you-need-in-a-single,-editable-view

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

four-ways-admins-can-encourage-crm-adoption

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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Takeaways from our DMA Webinar, A Journey to the Inbox

takeaways-from-our-dma-webinar,-a-journey-to-the-inbox

The journey to the inbox is just that – an adventure, not just a destination. Deliverability is hard; it’s part science, part dark arts, and full-time challenge! Getting a better understanding of how over 200 email marketers think about email deliverability, be it challenges, best practices, strategies, and budgets, led to new a report called “Email Deliverability 2020 – A Journey to the Inbox,” in…

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