Data Admin for Salesforce
With our Data Admin Service for Salesforce, our data stewards create and update Account, Contact, Lead and Opportunity records as a centralized resource.
As a result, we solve one of the most difficult problems facing sales & marketing – and the whole company – bad data in, bad data out. And this problem comes from multiple sources:
- New CRM records are created by a wide variety of users making data standardization difficult.
- Many frontline users do not or can’t create the reports they need to better perform their job
- CRM record ownership easily falls behind the pace of business change
- Regular data entry tasks burden time-constrained frontline employees (e.g. Sales) causing errors and omissions
Trying to solve these problems using the same time-constrained frontline employees like a sales development team (SDR’s) is expensive and counter productive. Alternate internal resources like IT are hard pressed to make clean data creation a priority.
Use our Data Steward team to create clean, complete data. Our Data Admin Service for Salesforce is amazingly affordable and you can pick and choose the tasks you need us to perform to fit your goals and budget.
Need more, assign us more. Need less, have us do less – all according to your needs and our pricing moves up and down to match.
Example data admin tasks:
- Good data in! Add new data to fields (cleanly) and create new records using data standardization rules.
- Generate reports for all Salesforce users
- Maintain record ownership following the customer’s rules and workflows
- Activity logging and record updating to offload data entry work from frontline Salesforce users (e.g. Sales Reps)
- Trigger or administer custom workflows
And like all our services, we’re data steward (i.e. human) driven. Our data stewards use human skills, experience and the right tools for the job to create, clean and maintain data.
Data Admin Service for Salesforce
- Create & update data as the central resource for Salesforce end users
- Create standardized records for all new data
- Clean, dedupe and validate your bad data
- Enrich or find Contact data
- Build campaign lists
- Generate reports for Salesforce users
- Log activity for sales reps
- Maintain ownership of Salesforce records
- Trigger workflow processes