Data, Data, Data How to Minimize Data Duplication

Data Data Data Shannon Trainor, Salesforce.com Julie Beck, Noetix Kim Methe, Freeman Track: New Administrators Track

Safe Harbor Statement ,[object Object],[object Object],[object Object],[object Object]

Agenda ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Importance of Data Quality ,[object Object],[object Object],[object Object],Analysts rate bad data as one of the top 3 reasons for CRM failure

To Avoid Bad Data ,[object Object],[object Object],[object Object]

Importing Your Data ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Partner Tools ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Duplicates Will Happen ,[object Object],[object Object],[object Object],[object Object]

Keeping It Clean ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Keep Your Users in Mind ,[object Object],[object Object],[object Object],[object Object],Dependent Picklist Require Field

Julie Beck Director, Sales Operations [email_address]

Noetix at a Glance ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],INDUSTRY: Software EMPLOYEES: 150+ GEOGRAPHY: North America/ EMEA/India PRODUCT(S) USED: SFA, Account Intelligence # USERS: 50

Before Salesforce.com ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Today ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

How We Got There ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Changing Requirements – Our New Challenges ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Our Game Plan ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],ACCOUNT INTELLIGENCE

OneSource Integration – Account Screen

OneSource Integration – Contact Screen

[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Additional Account Intelligence Benefits

From the Users’ Mouths Territory Manager

What Were Our Results? ,[object Object],[object Object],[object Object],[object Object]

Kim Methe Vice President, Sales Operations [email_address]

Freeman at a Glance ,[object Object],[object Object],[object Object],INDUSTRY: Convention & Events EMPLOYEES: 3,900 full-time and 28,000 part-time GEOGRAPHY: North America PRODUCT(S) USED: SFA, Mass Update Tools (Appexchange) # USERS: 800

Our Challenges ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

The Power of Inaccurate Data ,[object Object],[object Object],[object Object]

Too Much Accurate Data ,[object Object],[object Object],[object Object]

How did we address the challenges? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],DEPLOYMENT DETAILS

How did we address the challenges? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],What were our results?

Resources ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Shannon Trainor salesforce.com Julie Beck Noetix QUESTION & ANSWER SESSION Kim Methe Freeman

Session Feedback Let us know how we’re doing! ,[object Object],[object Object],[object Object],[object Object],[object Object],Save time! Use your cell phone or mobile device to send Feedback via SMS/Text Messaging! Send a message to 26335 In the message body: Session 105, #### For example, “ Session 123, 5555 ” Session ID: 105 Session ID # Scores for 4 categories SMS Voting powered by:

Data, Data, Data How to Minimize Data Duplication

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Data, Data, Data How to Minimize Data Duplication