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StrikeIron Data Management

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StrikeIron Data Management

  1. 1. Maximize the use of Salesforce with LiveData Solutionsdata management activities<br />Jay PitzerStrikeIron, Inc.<br />Jay.pitzer@strikeiron.com<br />
  2. 2. Agenda<br />Data management problems<br />Who it impacts<br />Achieving data quality<br />StrikeIron’s solutions<br />Demo<br />
  3. 3. Data Issues<br />15 to 20% of your data is probably bad or outdated<br />Data duplication<br />Accuracy & Quality of your data<br />Emails <br />Billing and shipping addresses<br />Phone numbers<br />If data is not clean, impacts the entire company<br />Enhance leads, accelerate qualifying<br />Maintain quality Contact & Account records<br />“Poor data quality costs U.S. businesses more than $600 billion annually”<br /><ul><li>Data Warehousing Institute</li></li></ul><li>Achieve Data Quality<br />Where are your touch points<br />Importing of data<br />User input<br />Maintaining existing data<br />Develop solid policies<br />Standardize<br />Train your users (KEEP IT SIMPLE)<br />APPX Products (Easy to Use)<br />
  4. 4. Standardize, Clean & Enrich<br />1<br />2<br />4<br />5<br />3<br />Standardize<br />Cleanse<br />Enrich (Optional)<br />De-dupe<br />Validate<br />Names<br />Company <br />Name & Address<br /> Identify, <br />Match & Score<br /> Load to <br />Sandbox<br />Find & <br />Replace<br />acme incorp.-&gt; Acme Inc<br />J. Smith, John Smith – 80%<br />Hot  HighCold  Low<br />Hierarchy Data<br />Naming Conventions<br />Addresses<br /> Merge<br />Validate <br />&Modify<br />Acme Inc HQ<br />Acme UK<br />J. Smith, John Smith -&gt; John Smith<br />US, U.S, U.S.A -&gt; USA <br />Acme-Widgets-453<br />Data Transformation<br />Demographics<br />Postal <br />Standards<br /> Re-parent <br />Child Records<br />Load to <br />Production<br />Mergers, acquisitions, spin-offs<br />Account: Division, Opportunity, Contact<br />Archiving & Filtering<br />
  5. 5. Achieve Data Quality<br />Where are your touch points<br />Importing of data<br />User input<br />Maintaining existing data<br />Develop solid policies<br />Standardize<br />Train your users (KEEP IT SIMPLE)<br />APPX Products (Easy to Use)<br />
  6. 6. Achieve Data Quality<br />LiveData for Salesforce Components<br />Address Verification & Enhancing<br />Email Validation<br />Do Not Call<br />AppExchange<br />Easy to install/use<br />Native components<br />100% Apex code<br />Leads, Contacts, Accts<br />Native buttons<br />
  7. 7. Achieve Data Quality<br />Native buttons<br />
  8. 8. LiveData for Salesforce<br />
  9. 9. Resourceswww.salesforce.com/community/crm-best-practices/www.appexchange.com search for StrikeIronQuestions, comments, trials, etc<br />Jay PitzerStrikeIron, Inc.<br />Jay.pitzer@strikeiron.com<br />

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