Tag Archives: CRM Data Administration

An Exciting DemandTools Announcement at Dreamforce 2021

an-exciting-demandtools-announcement-at-dreamforce-2021

Validity has had a long, storied history at Dreamforce, dating back to the CRMfusion days when DemandTools was still in its infancy. We’ve come a long way in two decades, and in parallel, have seen Salesforce grow in unprecedented ways. The evolution of Salesforce and DemandTools In March 1999, Salesforce was created so businesses could store customer data in a shared space rather than in…

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Top 4 Reasons GridBuddy Cloud is the Most Productive User Experience for CRM

top-4-reasons-gridbuddy-cloud-is-the-most-productive-user-experience-for-crm

Let’s face it, terms like data unification, data quality, and data analysis cause most people to run in fear. Actually, putting “data” before any word can make the most innocent thing sound menacing.  Why is that?   It’s because the options we have for working with data consume a lot of time and focus and we are expected to be precise, timely, and accurate when updating records. It’s a tall order, and it requires organizations to implement tools that quicken data navigation…

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Taking the CRM out of sCReaM

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Your customers are the most important part of your business. This is why most organisations choose to implement a Customer Relationship Management (CRM) system. However, only 47% of businesses with an implemented CRM have an adoption rate of over 90% in the business. Interested to see how your business can be one of them? Let’s explore some practical approaches to better manage the data in your CRM and boost user adoption.  What are…

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Data Quality: The CReaM of the Crop

data-quality:-the-cream-of-the-crop

In Validity’s State of CRM Data Management report, 44% of businesses estimate poor quality data can mean losses of 5% to more than 20% in revenue. A vicious cycle develops, with lack of trust in the data reducing CRM adoption, which in turn drives down productivity. The report also considers positive factors—for businesses managing data quality really well, full-time responsibility of a cross-functional team is…

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Email Data Quality: The Rise of the CDP

email-data-quality:-the-rise-of-the-cdp

In our new report “Email Data Quality: Compliant, Correct & Complete,” we viewed data quality practices through the lens of what type of data platform was being used. We asked marketers, “Where does your organisation currently store customer and email data?” They responded: Customer Relationship Management (CRM) system: 53% Email Service Provider (ESP) platform: 50% Customer Data Platform (CDP): 33% Note: These responses aren’t mutually…

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Tips to Accelerate Your Email Programs

tips-to-accelerate-your-email-programs

Our February 3 State of Email Live featured two special guests! We start with our own Sridhar Chandran, solutions architect, sat down to discuss the latest email data we have, while later, Sarah Jones, senior CRM manager at Auto Trader UK, shared her email expertise with the class. First, some interesting data to share. Email volume is stabilizing. Though, to be clear, it is still…

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Speed Up Your Sales Cycle with Data

speed-up-your-sales-cycle-with-data

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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Using GridBuddy Cloud to Maximise CRM ROI

using-gridbuddy-cloud-to-maximise-crm-roi

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

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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