Just ike any other CRM database, no matter how hard you try to keep them out, Salesforce duplicates (salesforce duplicate records) are going to happen.
A user may fail to search first before creating a new record in Salesforce.
A user may search Salesforce first but does not see the record due to Salesforce sharing settings.
Or a user (or admin) may upload files into Salesforce from a service with a tool that does not check for duplicate records. Either way, it is an ongoing process to keep the database clean.
Salesforce duplicates can cause all sorts of issues: from wasted effort to upset customers and user apathy.
- Multiple reps could be working the same account without knowing it
- Reporting can be skewed from the extra records
- Customers could be contacted by different reps on the same subject, be it a sale or case (more…)
An example of this is Starbucks: regardless of which Starbucks I visit, when I order a decaf no-foam soy latte Starbucks promises to give me the same decaf no-foam soy latte no matter which of their locations I am visiting.
A recent Dimensional Research study found that while 78 percent of employers plan to invest in iPads by the end of next year, a majority haven’t created a corresponding adoption plan.
Salesforce license types can be tough to figure out sometimes.
Based on our experiences helping a lot of companies with these issues we are now offering a service in which we use best practices to set up and optimize Salesforce campaigns in order to provide companies with insight into how their campaigns are performing.
