B2B Fusion’s Post

Things I only used to do before keeping my marketing CRM data up-to-date: • Manual checks • Infrequent updates • Ignoring data governance After learning the best practices, here’s what I do now: → Schedule regular audits to find and fix any wrong or old data • Establish a regular schedule: Set specific intervals for conducting data audits (e.g., monthly, quarterly). Use calendar reminders to ensure audits are performed consistently. • Develop a comprehensive checklist: Create a checklist to guide the audit process, including data accuracy, completeness, and relevance. Include checks for duplicate entries, outdated information, and incomplete records. • Correct identified issues: Assign team members to address specific issues found during the audit. Use CRM data management features to update, merge, or delete records as needed. → Enrich data with CRM integration and various data types • Identify enrichment needs: Determine which additional data types (e.g., demographics, firmographics) will benefit your CRM. Identify sources for this data, such as third-party providers or internal databases. • Integrate data sources: Use CRM integration capabilities to connect with these data sources. Ensure data flows into your CRM accurately and is mapped to the correct fields. • Automate data enrichment: Set up workflows to automatically enrich records with additional data as it becomes available. Use your CRM automation tools to streamline this process. → Segment the database for targeted outreach • Define segmentation criteria: Identify key criteria for segmenting your database, such as industry, job title, company size, and behavior. Create custom segments based on these criteria. • Create dynamic lists: Set up dynamic lists in your CRM that automatically update as contacts meet or no longer meet segmentation criteria. Use these lists for targeted marketing campaigns. • Personalize campaigns: Develop personalized marketing messages and offers for each segment. Use personalization tokens to dynamically insert relevant information into your communications. → Implement a centralized data management system • Centralize data storage: Use your CRM as the central repository for all customer data to ensure consistency and accessibility. Integrate other systems and databases to centralize data management. • Standardize data formats: Develop and enforce standards for data formats to ensure consistency across all entries. • Streamline data access: Set up user roles and permissions within your CRM to control who can access and edit data. Ensure that team members have the appropriate access levels based on their roles. Maybe this list looks different for you. Build your own list and share the results in the comments! #CRMData #MarketingCRM #B2BMarketing

Understanding Your Data Landscape 101 (CRM sources & data flows) #backtobasics #crm #dataanalytics #dataanalysis #database #crminsights https://lnkd.in/gUzatEYy

🌸 Spring is the perfect time for some CRM cleaning! Check out our blog post to discover 5 effective ways to maintain clean data in 2024. #CRMcleaning #dataquality #SpringCleaning

Adding a field to a data object is easy, right? But what about tangentially duplicate data? Who needs the data? Why? What reports will the data be used in? So many things to consider before making a decision. Have you ever faced challenges with field and data management in your CRM? Are you a minimalist or maximalist? Do you have defined sections on data objects or is it the wild west? Share your experiences in the comments below! Let's learn from each other and avoid duplication, orphaned data, and improperly cross-mapped fields. #CRMTips #DataManagement #FieldManagement

Surfacing product data in your CRM is easier than you might think—and can change the game for both Reps and RevOps teams. I whipped up a step-by-step guide covering the basics—from building out your base datasets to presenting your newly minted data in your CRM. Check it out here: https://lnkd.in/eEYxU_SS The irony here is that it took me at least 10x longer to build out the dataset/demo environment than it did to actually ship the product data to the CRM 😹

We all know how important CRM hygiene is. It's how we, as salespeople, organize communication amongst ourselves and with current and prospective customers. Bad sales data wastes the time of sales reps and the customers/prospects they're speaking with. You can check out ZoomInfo latest blog from our VP of Enterprise Sales on how to get started with data cleansing.

Have you ever wanted to finally fix your CRM data but don't know where to start? Check out this 5-Step Data Cleansing Blog to get started. Look out for individual blog posts detailing each step in the coming weeks. ZoomInfo

In the last part of SugarCRM's Mastering #Sales ROI in Manufacturing series, they direct you through strategically navigating analytics. You'll learn why analytics matter in #manufacturing, how to leverage those analytics, and the tools you need to succeed: https://sgrcrm.co/3RU2AIK #CRM

From #Data to Action: Making Informed Decisions that Drive Results https://bit.ly/414C036 #DataMining #CRMData #CRM #LocationIntelligence #Dynamics365

Someone asked: How do you see the demand for a combination of Salesforce with Data Science in future? Well, the answer is, The demand for professionals with data science skills combined with knowledge of Salesforce in the market is significant and likely to continue growing. Here's why: 1. **Data-Driven Decision Making**: Businesses across various industries are increasingly relying on data to drive their decision-making processes. Data science skills enable professionals to extract insights from large datasets, identify patterns, and make data-driven recommendations. When combined with Salesforce knowledge, which provides a platform for managing customer data and interactions, professionals can derive deeper insights into customer behaviour, preferences, and trends. 2. **Customer Relationship Management (CRM)**: Salesforce is one of the leading CRM platforms used by businesses worldwide. Professionals who understand how to leverage data science techniques within the Salesforce environment can help companies optimize their CRM strategies. This includes improving customer segmentation, predicting customer churn, personalizing marketing campaigns, and enhancing overall customer experience. 3. **Sales and Marketing Analytics**: Data science techniques such as predictive analytics, machine learning, and data visualization can be applied to sales and marketing data within Salesforce. This enables businesses to forecast sales trends, identify potential leads, optimize pricing strategies, and measure the effectiveness of marketing campaigns. Professionals who possess both data science and Salesforce skills are well-positioned to drive actionable insights in these areas. 4. **Customization and Integration**: Salesforce offers extensive customization capabilities through its AppExchange ecosystem and development platform. Professionals with data science expertise can develop custom analytics solutions, predictive models, and AI-powered applications that integrate seamlessly with Salesforce. This ability to tailor solutions to specific business needs enhances the value proposition for organizations investing in Salesforce. 5. **Competitive Advantage*: Companies that effectively harness the power of data science within Salesforce gain a competitive advantage in the market. They can better understand their customers, streamline operations, and identify opportunities for growth. As a result, there is a growing demand for professionals who possess the interdisciplinary skills required to bridge the gap between data science and Salesforce. Overall, the demand for individuals with expertise in both data science and Salesforce knowledge is driven by the increasing importance of data-driven decision-making and CRM strategies in today's business landscape. Professionals who can leverage data science techniques within the Salesforce environment are well-positioned to succeed in a variety of industries, including sales, marketing, finance, and customer service.