Validity - Industry Ebook [Manufacturing]

Here’s how DemandTools can help Industry Insider a manufacturing organization like yours. CRM DATA QUALITY IN MANUFACTURING Manage your data in minutes, not months. Manage all aspects of your data in bulk with repeatable processes instead of record by record or need by need. Get accurate, report-ready data you can trust. Dedupe, standardize, and assign records automatically as they come in from spreadsheets, end-user entry, and integrations. See how our partner Validity tackles challenges Market, sell, and support more effectively. in manufacturing. From big-picture problems, to Get clean data to improve the performance of sales, the specific needs of a Salesforce administrator, marketing, and support, as well as the revenue and Validity DemandTools has it covered. retention they generate. DemandTools helps you improve the effectiveness of your revenue operations by cleaning and maintaining CRM data quickly so you always have report-ready data. Keep reading to learn how DemandTools could help a Salesforce administrator ensure Salesforce is adopted and trusted by employees across her organization.

The Solution DemandTools helps businesses manage all aspects of their data in a fraction of the time. Maintain data quality. The Challenge: Legacy Salesforce instances without a data quality process can lead to sales teams distrusting the CRM data and having difficulty getting Preserve record an accurate view of records. relationships The Solution: With DemandTools, during migration. organizations can run a complete data assessment to see where there are The Challenge: Reseller information duplicates, missing engagement points, lives in Salesforce, but distributor and unstandardized data. With a clear management is handled in a separate view of the problem areas, the admin database, making it difficult to see team is able to dedupe, standardize, and where relationships intersect. reassign data. The Solution: DemandTools allows organizations to quickly and accurately import the distributor management database into Salesforce, ensuring it is standardized, deduplicated against existing records, and related to the right reseller. Improve sales and support team effectiveness. The Challenge: Manual data cleanup negatively impacts employee productivity, morale, and sales effectiveness. Verifying data, making updates, and merging duplicates manually on a daily basis takes up time that could be spent generating sales and supporting customers. The Solution: With DemandTools, organizations can increase the amount of records they clean per week — from 200 — 300 records to ~20,000. This improves teams’ trust in their data hygiene practices.

How DemandTools Solves The Scenario Christina’s Challenges In this example, let’s imagine how the Standardize Data Salesforce administrator at a manufacturing Using DemandTools prebuilt and custom scenarios, business uses DemandTools to help the Christina’s teams are able to standardize existing data stakeholders at her company get the most and keep it that way. Running scheduled standardization out of their CRM. jobs automatically saves them time and resources while the improved reporting quality has made the CRM the trusted source of truth for teams across the organization. Manage Duplicates With DemandTools, not only can Christina clean up current duplicate records, she can also prevent new duplicates from entering the database. She can springboard the duplicate management journey with Christina Cloud dozens of prebuilt scenarios and set up automations to merge dupes as often as she wants. Salesforce Administrator, Migrate and Merge BigTime Manufacturing DemandTools enables Christina to migrate and merge Salesforce orgs into one org while cleaning data and Christina needs to make Her Goals: Her Challenges: merging any records that are duplicated. She can apply sure her company is getting • Make sure employees trust • Ten-year-old Salesforce instance mass modifications and standardize data to get the full benefit of its investment and adopt Salesforce with no data quality process trustworthy insights in every report using DemandTools in Salesforce. • Ensure CRM data meets business • Employees are often working modules: modify, tune, and reassign. requirements manually from spreadsheets • Merge legacy data from other • Not all manual updates are making Clean Imports systems and acquisitions to the it into the CRM With the DemandTools import module, Christina can company’s primary Salesforce org • Unstandardized data is entering eliminate pre-import data prep and make standardizing the CRM because of manual data and deduplicating part of the import process. This saves entry and integrations time after marketing events and makes new lead list uploads usable by sales teams immediately. Learn more about DemandTools