data quality

Welcome to the ActivePrime Blog

In our blog, you’ll find helpful and informative posts dedicated to improving CRM performance and usability. Our topics include deep dives on the technical aspects of CRMs like searching and data quality. You’ll also find insightful posts about user productivity and adoption.

Buying Lists? 6 Rules to Help Protect Your Business

Buying Lists? 6 Rules to Help Protect Your Business

With so much emphasis placed on the different opt-in techniques companies use to build lists, it seems counter to the trend to be talking about purchased or rented lists.

But as anyone who works in marketing can tell you, the list business is alive and well, because it needs to be.

Salesforce Keynotes - Dreamforce 2016 Smart CRM, Smart Experiences

Salesforce Keynotes - Dreamforce 2016 Smart CRM, Smart Experiences

On the third day at Dreamforce, App Cloud EVP Adam Seligman and Marketing Cloud CPO and SVP Bryan Wade delivered powerful keynotes on new Salesforce intelligence products and how they enable companies to create smart, one to one customer journeys. The full sessions can be watched here (IT) and here (Marketing).

SALESFORCE FOR IT KEYNOTE 'BUILD SMART EXPERIENCES PEOPLE LOVE'

The proliferation of new technologies, devices, and platforms urges companies to actively tackle insights from these new channels and better meet customer needs. For many organizations, this entails more time and cost-effective IT operations.

‘Financial Services Keynote: Get Smarter In The Age Of The Customer’ Dreamforce 2016

‘Financial Services Keynote: Get Smarter In The Age Of The Customer’ Dreamforce 2016

Salesforce President and COO Keith Block kicked off the second day at Dreamforce 2016 with a keynote on the financial services industry. The session discusses two of the company’s recent products - Einstein and Financial Services Cloud - and showcases successful customer stories from Farmers Insurance and Bank of America. The complete session can be viewed here.

Save Time- Update CRM Teams In Batch

Save Time- Update CRM Teams In Batch

The team function is a major CRM selling feature, allowing organizations to group users in changeable ways to best manage various customer relationship requirements. But the fluid nature of teams carries a heavy price. Staff turnover, replacements, additions and reassigned roles mean team structures need frequent updates. With each change to every team requiring individual attention, the inevitable updates take up an enormous amount of time and the unfortunate reality is that because of this, many organizations' team structures are out of date. Just like every other aspect of CRM management, bad data wreaks havoc.

Cleaning Your Data Manually – A Data Quality Initiative Doomed to Failure

Cleaning Your Data Manually – A Data Quality Initiative Doomed to Failure

Anyone whose company depends on a database, will agree that data quality is critically important. Sadly, many of these same people, when allocating budgets will not be ready to invest money in data quality by cleaning a database to improve/remove out-of-date, incomplete and/or duplicate records. It seems that there is almost always a higher priority project against which to spend. Even worse, dirty versus clean data might be a simple concept, but it’s not a simple problem. In an earlier post, we presented the reasons why the “write an in-house script” quick, easy, cheap data fix is neither quick, nor easy, nor cheap. Today we’d like to talk about another perennial favorite data fix:

Writing Custom Scripts to Clean Duplicates is a Bad Idea

Writing Custom Scripts to Clean Duplicates is a Bad Idea

Duplicate records in your CRM are among the most likely sources of data corruption, leading to inaccurate data and misleading reports. Duplicate data can be easily cleaned- and then prevented. But, that doesn’t seem to be the reality for many companies. The breakdown starts when processes to prevent the introduction of duplicates into the database are either flawed, inconsistently applied or absent. Human error is all too frequently the main culprit. Most software lacks the sophistication to detect any but the most blatant cases of duplication and can be too cumbersome or complex for any but the savviest of users to run. There are different ways that companies can deal with this problem. Unfortunately, in an effort to save time or money and often as a result of underestimating the actual complexity of the problem – some of the solutions that companies adopt to fix their data quality are not effective. 

Do You Need Data Cleansing? Take This Quiz to Find Out

Do You Need Data Cleansing? Take This Quiz to Find Out

Do you suspect that your data might be slightly more compromised than you want? Are you uncertain whether your CRM system is running at best capacity? Take this quiz to find out if you are a candidate for a data cleanse. 1. On average, how long does it take you to find a name in your CRM system?

Spring Cleaning

Spring Cleaning

Spring is here. As we open our windows to let the fresh air in, it’s time to start thinking about cleaning. So get under your desk and chase away the dust bunnies that are huddling around your surge protector. While you are down there, let’s also talk about your CRM system. How clean do you think your data is? The answer should be that it’s as squeaky clean as your desk. It’s easy to get complacent about your CRM system. You do a lot of maintenance, we know. You teach your staff how to enter in names properly. You catch duplicate entries and eliminate them. But you may not be aware of all the dirty data that’s sneaking into your system. That’s where we want to help.