I don't need to tell you how much Salesforce account data errors can set your team back: the wasted time of a rep prospecting into an account that's already a customer, the gut-wrenching awkwardness of calling a VP of Marketing who'd moved on six months ago, the Sisyphean task of assigning accounts with incomplete or outdated location, headcount and revenue data.
Over the course of cleansing and enriching our customers' CRM data, we've seen our fair share of errors. Here are some of the most common ones.
5 CRM data errors plaguing Salesforce accounts
1. Subsidiaries, formerly-known-as or acquisitionsLet's say you have an existing account with ZenPayroll, the HR startup. One of your reps notices that Gusto is in her territory, searches Salesforce to see if it's an existing account, and sees no matches. She eagerly reaches out to Gusto - only to realize that Gusto was formerly known as ZenPayroll, and she's wasted her time calling an existing customer.
2. Generic company namesCompanies with common names can cause problems. Take Insight Software - a pretty common name that maps to three companies in the DataFox company database:
|InsightSoftware.com||insightsoftware.com||Greenwood Village, CO|
|Insight Software||myvisionexpress.com||Weston, FL|
|Insight Software Solutions||wintools.com||Kaysville, UT|
3. Generic product websitesThe previous example saw one generic name mapping to three different websites. This is the flip side: many names map to one generic website. For example:
4. Misspellings or typosMisspellings are inevitable when reps are manually entering information. If you're cleansing your account based solely on unique URLs, www.uber.com and wwww.uber.com will show up as distinct accounts; ditto for datafox.com and datfox.com (dat fox, doe...). You'll need to match on more than URLs to catch incorrectly entered data.
5. Parked domains or closed-down companiesFinally, Salesforce data can get stale - fast. Your accounts may contain thousands of companies that shut their doors, whose websites are technically active, but are simply a parked domain. Simply checking to see whether a URL is redirected or returns a 404 won't cut it: you'll get a ton of false positives.
But there's hope yet for your Salesforce data
DataFox fixes all of these errors and more. We don't just use an account name or URL match - we use a combination of machine learning algorithms and human auditors to make sure your data is accurate, up-to-date and de-duplicated. We're proud of our rigorous matching process, and we think you'll be ecstatic about the results.