Salesforce is all about data. Almost every process carried out by the customer relationship management (CRM) platform revolves around recording, tracking or analyzing your valuable database.
1. Keep a check on qualified leads.
This makes it critical for Salesforce users to keep their database clean and organized. A messy database is like a messy room: It spoils the overall look of the place and makes it difficult for you to find the articles you need.
If you are looking forward to a seamless Salesforce experience, take a look at these seven effective ways to keep your Salesforce environment clean:
2. Get rid of duplicate records.
Qualified leads are the prospects that have shown interest in engaging with your business and responded positively to your marketing messages. However, these leads have not yet converted into full-fledged customers.
If your qualified leads are in your database for a long period of time without progressing in a desirable way, they are merely clogging your database. Make sure to monitor the way you define qualified leads and limit your database to the leads that seem to be making favorable progress. Ideally, qualified leads that are in the database for more than 90 days can be done away with.
3. Train salesforce users.
Duplicate records in your database are bound to make your business processes slower and affect your reports and analytics adversely. It is advisable to merge or delete duplicate records that are not required in your database.
If you want to automate the process of dealing with duplicate records, you can install tools like Data Cleanse, clean.do or Cloudingo to make your work easier and faster.
Salesforce training is a never-ending process. Whether you are an admin, a developer or just a Salesforce user, it is important to get trained on a periodic basis.
4. Remove all inactive contacts.
Training the Salesforce users in your organization is a highly effective way of keeping your Salesforce environment clean. Keep them updated on the latest tools and platforms. Make them understand the importance of a more organized Salesforce database. Ensure wholesome Salesforce adoption for new users.
Ultimately, the nature of your Salesforce org lies in the hands of its frequent users.
5. Use your admin rights wisely.
You will always have contacts who stop responding to your messages or engaging with you after a few interactions. These inactive contacts affect the smooth functioning of your Salesforce org.
I advise removing such contacts by adopting the “Do Not Resuscitate” policy. Here, you can clearly define the criteria that would lead to a contact being removed from your database for being inactive.
6. Keep your testing and production data separate.
This measure is for all Salesforce administrators. Salesforce administrators hold a number of rights and responsibilities that involve efficient data management.
As a Salesforce admin, make sure you are well versed on all the objects, fields, accounts and profiles in your database at any point in time. Always be aware of the data requirements of different departments and the way in which data is processed by every Salesforce user in your organization.
7. Get rid of bogus emails.
Never make the mistake of mixing your testing data with your key production data. Testing data goes through a lot of trial and error, and you may not want some changes to reflect on your production org.
This can be done by increasing the use of sandboxes, which are the copies of your production org. Data changes made in sandboxes do not affect the data stored in your production org.
Not all the emails stored in your database are 100% authentic. There will always be emails that bounce and addresses that are undeliverable.
These emails and email addresses will only clog your sales pipeline and mess up your lead management. Get rid of this unwanted data to ensure hassle-free functioning of your Salesforce instance.
A clean Salesforce environment will always make your work easier and more efficient. On the other hand, a clogged-up and messy environment can lead to inefficient processes, faulty reports, inaccurate analytics and a variety of other problems you are not willing to face.
For the best results, carry out a thorough Salesforce audit on a periodic basis to identify the datasets that are not required and get rid of them to maintain a Salesforce org with a crisp database.