Customer experiences can determine if businesses will succeed or fail. In striving to provide successful experiences, businesses tend to focus on the importance of collecting data.
Having a good knowledge of CRM data enables businesses to develop better, more precise marketing strategies that target specific customer needs, increase sales and improve customer service. But gaining these deeper
Simply put, lead enrichment is a process that goes beyond regular CRM database maintenance – it is a smarter way to score leads based on explicit data, allowing sales and marketing teams to quickly segment and prioritize key
Managing client data with Wealth Management CRM is an essential operation that can help alleviate the burden of time consuming tasks, allowing for more opportunities to further develop the firm’s most
A Salesforce data import or data update can be a tricky task — regardless of whether you do it yourself or hire a consultant. Especially when you have a spreadsheet full of data where it’s in ALL CAPS or lowercase. Usually that means a sizeable clean up project.
When a client sends us an Excel spreadsheet and the casing is not what we would consider clean, we have been using a handy Excel Add-In tool called “Change Case Excel”. Simply install this tool and it allows you to change the case of the selected cells. Here are the change case options:
CRM Data Migration isn’t always easy. Sometimes it can be a bit like going down a rabbit hole… you never quite know what you’re getting into until you’re in it.
CRM has become a widely accepted business application. And although it’s a common tool, there still seems to be much mystery around how to best implement it.
Almost one year ago to the day, we published a blog about preparing your business for a CRM database migration. Though the best practices for migrating data across systems hasn’t really changed, your CRM database most likely has changed, in some form or fashion.
Are you concerned that a mobile device will be the end to your Salesforce data? You can stop worrying… Identity Confirmation Activations have you covered. Identity confirmation is used to verify the identities of users coming from unknown devices and gives you an extra layer
For some reason when I hear the term big data, the show “Hoarders” instantly comes to mind. But, we’re not talking about houses or apartments full of stuff. We are talking about the critical information we collect about our
If you’re a Salesforce power user or a System Administrator, you’ve likely found yourself in the position of having to import or export data at one time or another. Whether you’re importing new marketing leads, exporting data for advanced reporting or updating account and contact information, it doesn’t need to be difficult. The Jitterbit Data Loader for Salesforce provides an easy and functional tool for doing just this… and it’s FREE (Who doesn’t love free?!).
Whether you are implementing a new CRM system, migrating from one to another or even doing a data integration project, special consideration should be give to your data. The importance of good data quality should not be underestimated since poor or incomplete data can lead to a low acceptance of the CRM application.