Tag Archives: data quality

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

edit-your-related-items-without-leaving-the-salesforce-record

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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Is Data Quality Holding You Back From Better Email Personalization?

is-data-quality-holding-you-back-from-better-email-personalization?

Personalization is a major goal for most email marketers. But one of the factors holding them back is not having the good-quality data they need to do it effectively. In “Email Strategies for Success,” a 2017 research report by the email service provider Upland Adestra, 77% of respondents said they believe email marketing effectiveness is increasing significantly. Also, 64% said improving email personalization was one…

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