Boost Salesforce Data Quality with Validity.com | Optimize CRM

Boost Salesforce Data Quality with Validity.com | Optimize CRM

Introduction:

Salesforce is the backbone of many businesses, enabling streamlined customer relationship management (CRM). However, poor data quality remains a significant hurdle—recent reports suggest that 91% of CRM data is incomplete, outdated, or duplicated. This compromises decision-making, marketing efforts, and customer engagement. Enter Validity.com, a robust solution that ensures clean, reliable, and actionable data within Salesforce.

Validity.com offers a suite of solutions designed to clean, verify, and optimize Salesforce data, enhancing business intelligence and decision-making. This guide explores how Validity.com helps organizations boost Salesforce data quality, ensuring more effective marketing, sales, and customer relationship management.

With data decay rates at 30% per year, businesses must proactively manage data integrity. Validity.com helps Salesforce users eliminate duplicates, validate contact information, and implement automation for ongoing data hygiene. This blog explores how Validity.com integrates with Salesforce, its key features, architecture, benefits, and real-world use cases to optimize CRM performance.

What is Validity.com?

Validity.com is a data integrity platform that enhances Salesforce by ensuring accurate, duplicate-free, and validated customer data. It integrates tools like BriteVerify, DemandTools, and GridBuddy to streamline data entry, cleansing, optimization, and maintenance.

  • Data Entry: When new records are added to Salesforce, BriteVerify instantly validates emails and phone numbers to ensure accurate and deliverable contact information. This prevents bad data from entering the system and reduces bounce rates in email campaigns.

  • Data Cleansing: DemandTools scans existing Salesforce records to identify and merge duplicates while normalizing data formats. This improves CRM efficiency, eliminates redundant records, and ensures consistency across customer data.

  • Data Optimization: GridBuddy enhances the Salesforce user experience by allowing users to view, edit, and manage multiple records in an intuitive interface. It streamlines data updates, improving productivity and ensuring clean, organized data

  • Ongoing Maintenance: Automated rules and scheduled processes help prevent future data corruption by continuously monitoring and enforcing data integrity standards. This ensures long-term data accuracy, compliance, and system efficiency.

Why Use Validity.com?

  • Duplicate Records: Duplicate leads and contacts can cause confusion and inefficiencies in sales and marketing. DemandTools automatically identifies and merges duplicate records, ensuring a clean and unified database.

  • Inaccurate Email Addresses: Invalid or outdated email addresses lead to high bounce rates and lost opportunities. BriteVerify checks emails in real-time, preventing incorrect entries and improving email deliverability.

  • Disorganized Data: Managing multiple Salesforce records can be overwhelming and inefficient. GridBuddy simplifies data management by providing a structured, intuitive interface, allowing users to edit and update records quickly.
  • Inaccurate Contact Information: A financial services firm struggled with 30% of undeliverable emails. BriteVerify integration with Salesforce resolved this by validating emails at entry points.

  • Duplicate Records Impact Sales Efficiency: A retail company saw a 20% productivity dip due to duplicate leads. DemandTools automated deduplication, enhancing sales focus and CRM usability.

Must-Use Product:

These products from Validity.com ensure businesses maintain high-quality data, improve email deliverability, and enhance productivity while securing their email channels. 🚀

1. BriteVerify:

BriteVerify is an industry-leading email verification solution that ensures high-quality data for sales, marketing, and service teams. It validates email addresses in real time, reducing bounce rates and improving customer engagement. With a secure and scalable system, businesses can avoid sending messages to invalid contacts, ensuring better ROI on campaigns. BriteVerify integrates seamlessly with Salesforce, HubSpot, and other CRM tools for continuous data accuracy.

 

2. DemandTools:

DemandTools is a comprehensive data management platform designed to clean, standardize, and deduplicate CRM data. It helps businesses maintain accurate, reliable, and up-to-date records while automating tedious data tasks. DemandTools allows users to perform bulk updates, lead conversions, and field standardization efficiently. It is a secure and flexible solution, ensuring compliance with data governance policies.

 

3. Everest:

Everest is an email deliverability platform that provides insights and guidance to help businesses optimize email campaigns. It helps marketers understand why emails land in spam, track real-time email performance, and improve sender reputation. By using predictive analytics, Everest enhances campaign success rates and ensures emails reach more inboxes.

 

4. Everest Elements:

Everest Elements is a streamlined version of Everest, offering core email marketing insights and optimization tools. It helps marketers improve deliverability, inbox placement, and engagement rates by providing essential data-driven strategies. This edition is ideal for businesses looking for a cost-effective solution to improve their email ROI.

 

5. GridBuddy Connect:

GridBuddy Connect is a data productivity platform that consolidates data from multiple sources into an editable, spreadsheet-like interface. It allows teams to update, manage, and analyze CRM data more efficiently, reducing time spent on manual data entry. With a single view of leads, opportunities, and customer interactions, teams can make faster, more informed decisions.

 

6. MailCharts:

MailCharts is an email and SMS campaign intelligence tool designed for e-commerce marketers. It provides industry insights, competitor benchmarks, and trend analysis, helping brands create data-driven email campaigns. MailCharts enables teams to stay ahead of competitors and improve customer engagement by leveraging industry best practices.

 

7. Sender Certification:

Sender Certification is an email deliverability insurance policy that helps businesses overcome deliverability challenges and improve inbox placement. It works by optimizing email reputation, authentication, and ISP relationships, allowing certified senders to achieve higher inbox rates. On average, users get 27 million more emails delivered per year.

 

8. Sender Domain Monitoring:

Sender Domain Monitoring helps businesses detect unauthorized outbound emails in real time, protecting them from email spoofing, phishing attacks, and brand damage. This solution identifies malicious activity, ensuring a secure email ecosystem and maintaining the sender’s reputation.

 

Key Benefits:

Improved Lead Quality:

BriteVerify verifies email addresses in real-time before they enter Salesforce, ensuring that only valid contacts are added. This increases email deliverability rates and reduces bounce rates in marketing campaigns.

Faster Data Processing:–

DemandTools automates tasks like deduplication, bulk updates, and record standardization, eliminating hours of manual data cleaning and improving operational efficiency.

Enhanced Sales Productivity:

GridBuddy provides a consolidated view of Salesforce records, allowing sales teams to quickly access and update information without navigating multiple screens. This reduces time wasted searching for data.

Better Compliance & Governance:

Validity.com helps maintain accurate and up-to-date records, ensuring businesses comply with data privacy regulations like GDPR and CCPA, reducing legal risks and improving data security.

Cost Savings: –

By eliminating invalid emails, duplicate records, and outdated information, businesses can avoid wasted marketing spend and optimize their CRM storage costs, improving overall return on investment.

Scalable Data Management:

The platform efficiently handles large datasets, making it ideal for growing businesses that need to manage increasing volumes of customer and sales data without performance issues.

Seamless Salesforce Integration:

Validity.com’s tools work natively within Salesforce, integrating smoothly with existing workflows and automation, ensuring minimal disruption while improving data quality and efficiency.

Real-World Use Cases:

1. E-commerce Business:

  • Challenge: The company experienced high cart abandonment rates due to incorrect contact details, leading to lost sales opportunities.

  • Solution: By integrating BriteVerify, they validated customer emails in real-time, ensuring accurate communication.

  • Result: Email deliverability improved by 22%, leading to higher customer engagement and increased conversions.

2. Healthcare Provider:

  • Challenge: Inaccurate patient records led to miscommunication and compliance risks, impacting patient care and regulatory adherence.

  • Solution: The provider used DemandTools to identify, merge, and eliminate duplicate records, ensuring data accuracy.

  • Result: They achieved a 35% reduction in duplicate records, leading to improved patient communication and compliance.

Conclusion:

Ensuring Salesforce data quality is critical to business success. Validity.com’s suite of tools, including DemandTools, BriteVerify, and GridBuddy Connect, helps organizations maintain clean, compliant, and actionable CRM data.

To get started:

  • Run a data health assessment with Validity.com’s auditing tools.
  • Implement real-time validation in lead entry workflows.
  • Automate data cleansing with scheduled DemandTools tasks.

By taking proactive steps, businesses can optimize Salesforce for better decision-making, customer engagement, and operational efficiency. Ready to elevate your CRM data quality? Start your Validity.com integration today!

 

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