We all know that the Salesforce platform can help businesses of all shapes and sizes manage their customer data and interactions. However, one of the biggest challenges organisations face is ensuring that data is accurate and up to date. Salesforce data quality is one of the most important metrics we can measure as an organisation. We also know that Salesforce is an ever evolving platform that brings fantastic new functionality with every release.
Regular Training = Quality Data
How often do you undertake training with your end users?
Is it an hour here and there when they need it?
Did you go all out when go live happened and haven’t revisited it since?
Proper Salesforce training can help ensure that users understand how to input, update, and maintain accurate data within the system. It can also teach users how to use various features and tools within Salesforce to effectively manage and analyse their data. Ensuring that users are correctly trained on these features can help ensure that the quality of data in Salesforce is and stays high.
One key aspect of Salesforce training is teaching users how to input data correctly. This can mean a variety of things such as:
- Ensuring that all required fields are completed using proper formatting and spelling
- Following any established naming conventions
- Ensuring that the users all agree on what certain terms such as statuses mean
Accurate data input is critical for ensuring that the data in Salesforce is useful and can be effectively analysed.
Insights Lead to Actions
Salesforce training can also help users learn how to use advanced features such as reporting and analytics tools. These tools allow users to gain insights into their data and make informed decisions based on the information. They can then take actions based upon these decisions to help the organisation function. Without proper training, users may not know how to effectively use these tools, which can lead to poor data quality and inaccurate insights.
Rubbish in, rubbish out is an oft-spoken mantra and strikes at the core of the data quality problem for businesses. If you don’t have the right high quality data in Salesforce, how are your team ever going to use it to make the right decisions? How are you going to correctly and appropriately service your customers? What about your partners? How will they feel if they are working with inaccurate data? Often people see poor quality data as an internal problem, but it can severely inhibit an organisation’s opportunity to succeed.
Productive Users Produce Productive Data
In addition to improving data quality and accuracy, Salesforce training can also help improve user productivity. By showing users how to efficiently use the platform, they can save time and reduce the risk of errors. This can lead to increased sales and customer satisfaction, as well as improved overall business performance. It is a perfect example of a virtuous circle. A well trained user enters high quality data. This allows the customer to be better served. This makes the customer happier and allows you to do more work with them, gathering more data. With this data you can make even better decisions about how to serve them and so on.
Summary
In summary, Salesforce training plays a crucial role in improving data quality and accuracy. By teaching users how to input and manage data correctly, as well as how to use advanced features and tools, businesses can ensure that their data is accurate and useful. This can lead to improved productivity, increased sales and customer satisfaction, and overall better business performance. If you would like to learn more about how we can help you with your training needs, visit our Salesforce training page.
About Cloud Galacticos
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So if you are looking for a Salesforce partner with experience to help you make the most of your org, why not get in contact?
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