Keeping clean data is hugely important when managing a CRM or any database for that matter. Bad data leads to inaccurate reports and dashboards, issues with automation, increased manual data work, and a negative impact on user trust. Data quality is so important we did a whole #AwesomeAdmin webinar on the topic – watch the recording!
The first step to cleaning data is to assess it. Cue the cool, new, free(!) data assessment tool from data.com.
The Data Assessment tool shows you the current condition of your Account data and provides you firmographic details to help you better understand your customers. An important concept that explains how the data assessment app works is ‘matchability’. Matchability is an evaluation of your account data to determine how it matches to an external third party source. Your matchability score shows you how accurate and complete your data is. It also validates your data so you can manage and track accounts much more effectively. You can use this indicator to see if your account data can be synced to a third party source and enriched and updated on an ongoing basis.
In order to start using the data assessment app, you will need to activate it in setup and be ready to wait up to 24 hours or until the next day to get the results. Something to note: currently, this feature works in the US & CA only.
Once you’ve activated and waited for it to update, you can access the results from three different places:
In order to view the results, you will need to have Lightning switched on in our org.*
There are two tabs to check out once you’ve accessed the page: your data quality results and your customer segmentation.
The data quality results tab shows three different reports: an overall rating of your account data health, a match analysis, unmatched analysis. Your overall rating is based on the matchability of your accounts, how current your data is, and the number of possible duplicates identified. The match analysis shows you where data.com can enrich your accounts with more data while the unmatched analysis shows you missing fields that are preventing data.com from matching your account.
The customer segmentation tab reviews your account data and organizes the firmographic information into 4 key charts. You’ll be able to see your accounts broken down by: top 5 industries, geography, employee count, and revenue. It will look something like this:
Clean up the data, get rid of dupes. And then, enrich the data. Take the data quality module on trailhead to learn more!
*If you don’t have Lightning switched on in your org, you can download the data.com appexchange app and install the package to get the same information.
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