How do you know if you’ve got good or bad data? How fit is your data? Is your data fit for analysis? What does data fitness even mean?
Fitness isn’t just about healthy activities and svelte physiques. Fitness is defined as the quality of being suitable to fulfill a particular role or task. In terms of data, this means that your data is correct and meaningful information that, when analyzed, serves to better your business insights.
With organizations around the globe making the move to the digital transformation comes the challenge of too much data being dumped into the cloud. This dump of data, if not managed properly, could lead to a mess of incomplete, old, and duplicate information.
For example, in your Salesforce CRM, a contact record could represent an important stakeholder for your given Account. And if you don’t have proper data management put in place to ensure your contact records are complete and non-duplicative then you could lose your account due to lack of client management strategy you could otherwise have put in place.
Why is it important to have healthy data?
Just like healthy eating and physical activity prevent certain physical and mental health conditions, healthy data prevent inefficiency, a decline in productivity, and ultimately a negative effect on ROI.
Opposite of bad data sits good data. No duplicate entries means no duplicate marketing emails. It means multiple sales reps will not reach out to the same lead due to duplicate records in the Salesforce org.
A well managed Salesforce org is where there is a clear 360° view of records with a single version of truth no matter whether you are working on a marketing campaign or an account executive pursuing a lead or a support engineer working on a case.
How can Silverline help improve your data fitness?
There are many data quality tools in the market but few experts with a deep understanding of Salesforce data. It doesn’t matter how fancy the tool is if you or your team don’t know how to use it.
Achieving and maintaining high-quality data requires careful planning and a robust process. Data cleansing rules could vary and are highly depend on understanding specific business needs. Silverline’s Client Services Team has tools and experts capability in analyzing data for consistency, accuracy, and completeness.
With Silverline’s Data Fitness Dashboard, the client has a way to measure the health of their key data on the CRM and whether their data management strategy is working to keep the data fit as expected.
With the Data Fitness Dashboard, the client gets a dashboard view in their own Salesforce org with supporting reports which can be used to regularly monitor and evaluate your data fitness.
For example, you can track and triage duplicate accounts and contacts:
The dashboard can serve as a one-stop-shop to understand how clean your data is and in turn how healthy your CRM org is. This is important for those companies just starting to track new inputs, as well as those veteran Orgs who are trying to make sense of all the data they already have.
Silverline’s Data Architects are experts at cleaning up bad data and helping keep it clean, designing strategies and providing training tailor built to your organization. No matter where you are in your Salesforce journey, we can help you find your way forward.