In the Salesforce 2024 State of Sales Report, only 35% of sales professionals trust their data accuracy, which leads to inefficiencies and lost opportunities. Maintaining data hygiene within Salesforce is vital to ensure accurate, reliable customer relationship management. Obsolete records and duplicates compromise data integrity, causing frustration and wasted efforts. However, the article details how automation through Salesforce's features and AI tools can significantly ease the data cleaning process. Seven strategies are provided to help organizations maintain data hygiene effectively and minimize manual errors in their CRM.
Only 35% of sales professionals completely trust the accuracy of their organization's data, leading to wasted effort, frustrated users, and missed opportunities.
Maintaining data hygiene in a large CRM can feel daunting; however, leveraging built-in Salesforce features and AI can help automate many tedious tasks.
Bad data leads to wasted time and untrustworthy reports, significantly impacting sales and marketing efforts across organizations.
Salesforce's Duplicate and Matching Rules act as the first line of defense in maintaining data hygiene, preventing duplicates from entering the CRM.
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