Tag Archives: CRM Data Administration

The Importance of Cleaning Dirty Data for Improved Operations and Customer Success

the-importance-of-cleaning-dirty-data-for-improved-operations-and-customer-success

Imagine trying to cross the ocean with a boat that has holes in it. You’ll get wet. You might even sink. You certainly won’t make it across smoothly. The chances of this happening are quite small, as any sensible person would thoroughly check their boat before embarking on such an endeavor. But what about the CRM data your business uses to contact leads, segment customers

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4 Major Workforce Trends Impacting Your CRM

4-major-workforce-trends-impacting-your-crm

As renowned philosopher Kim Kardashian recently said, “It seems like nobody wants to work these days.” Could Kim be right? The past few years have been…unprecedented. (Sorry, I had to say it.) We’ve faced a global pandemic, a war, and some really, really high gas prices.   These shifts have massive impacts on where and how people work.   As we encounter new curveballs like inflation, layoffs

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How the Great Resignation is Affecting Your Data

how-the-great-resignation-is-affecting-your-data

Earlier this year, an unprecedented number of professionals quit their jobs or stepped into new roles in response to the pandemic. This initial wave of resignations resulted in an ongoing trend of employees leaving their jobs, more commonly referred to as the “Great Resignation.” Resignations initially picked up steam in April and stayed high throughout the remainder of 2021. Nearly four and a half million…

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4 Ways Admins Can Encourage CRM Adoption

4-ways-admins-can-encourage-crm-adoption

As a Salesforce administrator, you’ve probably faced adoption issues when getting your team to use the tool. You aren’t alone: Traditional CRM software is notorious for low adoption rates due to outdated interfaces, unnecessary complexity, and manual workflows. CRM adoption problems can have costly ripple effects, including missed sales opportunities, low team productivity, and poor-quality data entering the CRM. (Low-quality CRM data causes annual revenue losses…

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Celebrating a Double Decade of DemandTools

celebrating-a-double-decade-of-demandtools

It’s time to celebrate! After 20 years of automating over 80 million data quality jobs, DemandTools has helped thousands of CRM admins and RevOps teams get report-ready CRM data. Along the way, we’ve learned a lot about how better data helps you market, sell, and support more effectively. Recently, I was joined by data experts Chris Hyde, Olivia Hinkle, Ken Neudorf, and many others to…

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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

taking-the-crm-out-of-scream

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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