Who is Managing Your Salesforce and Sales Data? And Who Should be Managing It

By June 17, 2020 Salesforce No Comments

20_06_17_NG_BLOG_Who_is_Managing_Your_Salesforce_Data_792x300

It’s the day before the big meeting with investors, and you need critical data from your system, but you can’t figure out how to find it. You call the support line, but it will take hours to get them up to speed on your issues. Months and years of work are stuck. Your team is frazzled. You’re frustrated. And it looks like you have a long day of drugging up sales data ahead.

 

Has your business ever experienced this nightmare scenario? When you encounter Salesforce issues without reliable support, productivity slows, and critical operations can come to a halt. You invested in Salesforce or a similar CRM system to centralize data, standardize and streamline workflow, improve customer service, and provide accurate sales forecasting. Without quality CRM management, you’re missing these goals by miles.

 

CRM Support: Where is Your Weak Point?

In most cases, CRM problems stem from one of three issues:

  1. Poor implementation
  2. Improper or inconsistent use (tied to poor implementation)
  3. Poor support management

 

While you can’t go back in time and change your implementation experience, you can move forward with quality CRM management. Poor management can stall your CRM. Stats from those in hospitality show “unstructured or “dirty” data was the top issue in unsuccessful CRM usage, with 42% of participating hoteliers saying this bad data made it useless for critical insights like how to handle guest communication.

 

What You Need in CRM Support

For successful CRM support, you need a dedicated support person or team, depending on your business size. Your CRM needs ownership and direction. Who owns your CRM today? Your I.T department? Your V.P. of Sales? While these individuals may need to be part of a team managing your CRM operations, they are not equipped to steer this important ship on their own.

You need a point person or person that will take control of your CRM to:

  • Provide workflow and dashboard customization
  • Give insights and provide tools and training to resolve common errors
  • Facilitate new product integration and training
  • Establish systems for and provide regular maintenance
  • Audit and refresh bad and duplicate data
  • Ensure pipeline and forecasting insights are readily available

Each of these points alone provide huge improvements to your CRM operations. And, there is a waterfall affect with each. For example, resolving bad data means each updated call list is more effective than the last. Similarly, making pipeline and forecasting insights available ensures managers are equipped with the most effective tools to update strategy and keep their team on track.

If your current CRM management system is missing any one of these elements, you’re opening yourself up to rapidly declining data, out-of-touch strategy, and an off-track team essentially stabbing in the dark for sales. You need better support to survive.

 

Where to Get the Targeted Support You Need

Get the support you need to not only survive, but thrive. At NuGrowth, we’ve worked with dozens of businesses across industries to refresh, rework, and support their Salesforce CRM systems. We target bad data and dysfunctional processes, refreshing your system with accurate info, proper workflow, and development insights that invigorate your business.

As a Salesforce partner for over ten years, we’re poised to help unlock your CRM blocks. With targeted, personalized support, our team can help you clean up the mess of a hasty implementation and manage your critical systems at whatever level you choose.

Don’t let out of touch or unpredictable Salesforce support stunt your development. Get the custom support you need to make your Salesforce work for you. Contact us at 800.966.3051 or www.nugrowth.com to find out more.

Share