5 Smart Validation Rules for guaranteed Cleaner Sales Cloud Data

In a time when options are plenty and the customers have the luxury to choose from a number of brands, the market is no longer the same. Today, the competition is so intense that in order to survive and excel, the companies need to accelerate their sales. Generating revenue is the key to a sustainable business growth and it’s not possible without proper sales management. But easier said than done, maintaining a healthy sales rate is a tough nut to crack. Had it been so easy, no company in the market would have ever closed. 

Given these points, now the billion dollar question is, how can we boost the sales? The answer surely lies in technology. In a time when businesses are going more and more tech-savvy, the digital solutions can give a huge boost to the sales of a company. But, implementing technology generates a huge amount of data that needs to be properly processed and accurately analyzed. Because the thing is that, only if the data is clean and relevant, it can be of any use to your company. 

At this point, you might be wondering, how the data can be cleaned? Not to worry. I am here to make things easier for you. Taking the services of sales cloud is one of the best ways to automate filtering of data. This will help in reducing the unnecessary workload on your salesmen and they can channelize their energy to more important tasks. But, maintaining a cleaner sales cloud data requires proper enforcement of validation rules. Let’s have a look, how it’s done:

●Converting a lead into an account - In any business, converting a lead into an account is very important to improve the sales force. In the initial stages, the leads are nothing but unqualified data that needs to be analyzed and processed. A proper analysis will only ensure if both the buyer and the seller are interested in working with each other.

●Relating customer contacts to customer accounts - In any company, there are numerous accounts and contacts. Managing these accounts properly help in smooth functioning of the organization. The validation relating customer contacts to customer accounts help in maintaining a clean and sleek sales cloud data.

●Focusing on one opportunity at a time - A single account can have multiple opportunities, each representing a sales process. The key is to focus on a single process at a time. One should close a negotiation before taking a new task irrespective of whether the deal is a success or failure. This validation will help prevent the unnecessary build-up of data.

●Preventing blank and null opportunities - The sales cloud automatically detect and calculate data related to opportunity products. This validation prevents piling up of blank and null opportunities that help companies in keeping their data clean and organized.

●Tracking lost sales opportunities - Losing sales is the last thing a company can afford in today’s cutthroat market. A proper analysis of the reasons for the decreasing sales is a must. This validation will help companies in minimizing their loss and bring their business back on the track.

In the light of the points discussed above, it’s quite clear that though data is important, the key to success is maintaining a cleaner Sales Cloud data. A clean data is very important for making correct business decisions. So if you also wish to keep your sales data clean and sleek, we at Signity Solutions are at your service. Our sales force consulting & development wing has all its base covered to provide you with a world class service. Feel free to reach us and we will revert back at the earliest.