Once you’ve had Salesforce up and running for a while, your system’s data will need to be tidied up. Or if you’re looking to move to Salesforce, you’ll be wise to set a plan to clean your data before you migrate it over. At larger organizations, data engineers may be responsible for these tasks, however, most small to mid-sized businesses rely on their managers to clean up and migrate their data.
It can be no small task to clean, maintain or migrate data within your CRM. Mismanagement of this process could lead to downtime, sales processes taking longer than expected, missing pieces of the customer journey and outright confusion. And that’s not even considering new GDPR laws enacted in Europe.
This infographic will walk you through how to clean house to ensure your data in Salesforce is clean, up-to-date and easily migrated (if necessary).