Salesforce data cleaning & account profiling helps a client boost its marketing and sales efforts by 52%

Data cleansing & verification

For the client’s existing Salesforce data, Our data cleansing experts meticulously verify the accuracy and completeness of each record on the platform, including obsolete entries such as old addresses, unresponsive email ids, and outdated contact numbers. We ensure that all details, including name, title, company, and contact information, are verified and updated with accurate data.

• External data verification: We check the person's information and company's existence on search engines and verify any changes in their name, title, or company affiliation. We then update the records as per the findings.
• Duplicate records elimination: We thoroughly review the Salesforce data to identify and eliminate any duplicate entries in the contact and company records.
• Email verification: Our experts send text emails to verify email ids. If the email is not bounced back, we mark it as ‘valid’ if not, we create different email patterns or research their accurate email ids and add a valid email id into CRM.

Custom list building and account profiling

• The client provides us with a list of companies and contacts they want in their Salesforce from time to time. To ensure accuracy and avoid any duplication, our experts carefully cross-check the company name or prospect name against the existing Salesforce database.
  • If found matching result: When we find that the company name already exists in the CRM, we further verify the details of the company, update erroneous or obsolete information, and fill in the missing information if it persists.
  • If no record is found-:In cases where the company details are not found within our existing records, our professionals enter all the relevant details of the contact/company provided by the client into the CRM.
• As an additional step, we further create detailed account profiles of the companies and contacts within the CRM. Under this task, our experts carefully fill in all relevant information about the company, including Account name, account website, industry, account currency, contact number, billing country, billing city, etc. For missing details, our web researchers find relevant information from diverse sources and fill the information gaps.
• As the client provided us with the list of prospect companies, our researchers are also responsible for finding details of prospects from the organization on leadership roles from online databases, LinkedIn, company websites, etc.

We capture details of people in senior leadership with high decision-making authority, like Assistant Sales Manager, Head Of Sales, Directors Of Sales, VP In Sales, etc., and prepare a custom list of prospects. We further create detailed account profiles with relevant information, including last name, company, industry, email, city, mobile number, address, and more.

Data enrichment and appending

For companies & prospects with missing addresses, contact information, and other details, our data appending experts carry out web research to extract relevant data from their respective websites, social media handle, or other sources and enrich the salesforce database. We also include the country code and other details specified by the client in addition to the pre-set fields.

Multilingual Salesforce data entry

Our client’s global reach demanded a multilingual approach to Salesforce data entry. With customers across Europe, the APAC region, and beyond, the client wanted us to accurately enter data in a variety of languages, including Chinese, Japanese, German, Spanish, and more. To meet this requirement, we assigned dedicated multilingual data entry experts to enter the client’s data into Salesforce and create detailed accounts in the appropriate languages.