Data Management

Salesforce Data Management Services

Focus on customer lifecycle management with complete Salesforce data support from SunTec Data

SALESFORCE CRM DATA MANAGEMENT

Are you Making the Most of Your Salesforce Data?

You may have valuable information in your CRM database, but are you prepared to take advantage of it? Or are you tangled amidst attempts at making that data usable?

CRM data can be used for customer segmentation, sales forecasting, personalized marketing, upselling, cross-selling, tracking and managing leads, and improving customer support. However, to do so, the data must be clean, accurate, updated, and prepared. Even with Salesforce's AI capabilities, you will need time and effort to turn the gathered data into an actionable asset.

Put your Time to Better Use with Salesforce Data Management Services

With SunTec, you can get accurate, organized, and ready-to-use information. We provide well-rounded support, from Salesforce data entry and management to list building, audience segmentation, and lead qualification, so you can focus on strategic initiatives and core competencies.

DON'T

  • Waste resources correcting data entry and formatting errors.
  • Spend time analyzing your data to find insights.
  • Worry about collecting data on prospects.
  • Lose your mind chasing low-quality prospects/leads.
  • Spend excessive time on manual data management tasks.

INSTEAD

  • Get clean, accurate, and up-to-date CRM data.
  • Quickly find insights with interactive dashboards.
  • Use custom lists built as per your targeting requirements.
  • Only focus on leads that have been qualified by our experts.
  • Focus on strategic initiatives while we handle data management at any scale.
PLATFORMS AND TOOLS

Harness our CRM Data Management Expertise

DATA SECURITY

Protecting Client Data

With the rising instances of data breaches costing organizations millions on average worldwide, information security is always a concern. So, when you choose to outsource Salesforce data entry services, the doubt around “Will my data be safe?” must be at the forefront of your worries.

Data security and compliance are the two biggest strengths that SunTec Data brings to the table. The company is certified with ISO/IEC 27001:2022 for information security management and with ISO 9001:2015 for quality management. From adhering to data compliance regulations such as HIPAA, DORA, GDPR, CCPA, SOX, and PCI to being a CMMI Maturity Level 3 company, all our accreditations and certifications have the same purpose: to prevent unauthorized access to customers' and users' sensitive information.

Featured by Gartner as One of the Top Global Representative Vendors in the Data Validation and Enrichment Services Market

Gartner
OUR SERVICES

Salesforce Data Entry Services

Data Quality Evaluate Data Quality

Examining your CRM data's current quality and structure helps us identify gaps, inconsistencies, and duplicates, thus giving our team a clear picture of the areas that need improvement.

Clean Data Fields Clean Data Fields

We remove duplicates, append missing information, and standardize formats across the database. Salesforce data cleansing services ensure consistency & accuracy and enable effective data management.

Enrich Salesforce Data Enrich Salesforce Data

The team identifies critical data points that need updates, captures additional information from authoritative data sources (like public databases & industry reports), and merges new data with existing data points to avoid duplicates.

Validate Data Points Validate Data Points

First, we set parameters for acceptable data formats, ranges, and values. Then, we ensure that all data entries (existing and appended) meet these standards and check data completeness across all fields.

Standardize Data Standardize Data

We document the standard definitions, formats, and rules for each data field and check for uniformity in data formats, such as dates, phone numbers, addresses, numerical values, and text entries, to ensure consistency.

Quality Check Perform Quality Check

Continuous monitoring and periodic audits are implemented to ensure ongoing data quality. This proactive approach helps maintain the data's accuracy and reliability over time.

CLIENT SUCCESS STORIES

Better ROI Assured with Salesforce Data Management Services

USE CASES

Salesforce Data Entry Services for Enterprises

As unstructured data is compiled and processed, it becomes a competitive advantage. That is the goal of our Salesforce data management services- to put you in a position where you can control your data. We help our clients achieve various objectives, including reducing data protection costs, minimizing data errors, identifying vulnerabilities, and utilizing data for smarter decision-making.

List Building Services Lead Qualification and List Building Services

Generate and close more leads with list building services and lead qualification support. We gather data from reliable and relevant sources to build targeted prospect lists. Additionally, potential leads are examined to ensure they meet the specified criteria and align with your sales goals.

  • Enable your sales team to spend more time on converting qualified prospects.
  • Shorten the sales cycle by focusing on leads that have a higher likelihood of conversion.
  • Maintain a well-organized sales funnel with a steady flow of qualified leads.
  • Maximize ROI by targeting high-quality leads and reduce waste of time and efforts.

Salesforce Data Migration Services Salesforce Data Migration Services

Confidently approach data migration from any legacy applications. Our Salesforce data migration team can help you manage the transition without data loss or data quality compromises. We have handled data quality management and CRM data entry in multiple situations, including-

  • Upgrades from an older version of Salesforce to a newer one.
  • Migration from on-premises CRM system to Salesforce cloud.
  • Data consolidation from multiple CRM systems into Salesforce.
  • New data model implementation.

Data Visualization Data Visualization & Reporting Services

Get insightful reports and dashboards that drive informed decision-making without compromising data integrity or accuracy. In addition to CRM data entry, we offer data visualization services to support businesses. You can request custom visualizations or interactive dashboards to-

  • Monitor key performance indicators (KPIs) and critical business metrics in real-time.
  • Analyze sales performance, revenue trends, and marketing campaign performance.
  • Track and analyze customer interactions, preferences, and behaviors.
  • Evaluate and improve operational processes and resource utilization.

Ideal Customer Profile Ideal Customer Profile (ICPs) Creation

Focus your resources on high-value prospects with our Salesforce data entry services. Based on CRM data, we develop detailed and accurate profiles to help you identify and target your most valuable customers. With a clear and actionable ideal customer profile, we empower your business to

  • Understand the behaviors, preferences, and buying patterns of your top customers.
  • Map out customer journeys to identify gaps and opportunities in the market.
  • Use ICPs to personalize marketing and sales campaigns for better engagement.
  • Attract, engage, and retain the right customers.

Audience Segmentation Audience Segmentation for Specified Purposes

Optimize your marketing and sales strategies and offer more personalized and effective engagement to consumers. We aid this goal by analyzing Salesforce data and dividing your target audience into distinct groups based on various criteria, like demographics, location, purchase behavior, level of engagement with your brand, product/service usage pattern, etc.

  • Secure higher conversion rates and better ROI with targeted campaigns.
  • Focus your marketing and sales efforts on high-potential audience segments.
  • Better strategic planning and forecasting with insights gained from segmentation.
  • Reduce costs and improve profits with efficient marketing and advertising campaigns.
CLIENT REVIEWS

A Salesforce Data Support Team that Churns Results

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Edmund Bryce
CIO

They have been a huge help and instrumental in our increased efficiency over the last year. Now, with Salesforce data entry managed, we know what to pay attention to and what to ignore without losing time or effort.

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Lilly Andres
CEO

We needed flexibility in how we stored, visualized, and used our data. Despite using Salesforce, we felt lost. SunTec Salesforce data management services simplified this for us. They also created data visualizations as required.

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James Cust
Marketing VP

As a multinational company, we found it challenging to manage our data from different markets. With Salesforce data support, we have nothing to worry about anymore. We get ready-to-use data with the expected accuracy.

PEOPLE ALSO ASK

FAQs: Salesforce Data Management Service

What is the price of Salesforce data management services?

The cost to outsource Salesforce data entry services varies based on data volume and complexity. Contact us for a quote customized to your specific requirements.

How long does CRM data migration take?

The duration of data migration to Salesforce(or most CRMs) depends on data volume, complexity, and requirements. However, we establish a realistic timeline based on your needs.

How do you protect client data?

We are an ISO-certified CRM data management company. We also sign non-disclosure agreements (NDAs) to protect client's intellectual property(IP).

What are your SLA terms regarding response times?

For Salesforce data entry & management service, our SLAs depend on client preferences and can vary from thirty minutes to 24 hours.

Can you customize reports and dashboards in Salesforce?

We can create custom reports and dashboards that provide actionable insights, helping you make informed decisions.

Can you customize your Salesforce data support to fit specific business needs?

Yes. While managing data on Salesforce, we can customize the process to meet the unique requirements of each client.

How do you deal with poor data quality in a CRM?

We manage CRM data through data assessment, cleansing, enrichment, validation, integration, and ongoing maintenance to ensure reliability.

Do you offer a free trial or sample of CRM data cleansing?

Yes, we can offer a free sample of Salesforce data cleansing, entry, standardization, etc., to demonstrate our service quality.

What is the process for starting a Salesforce data management project?

Consult our Salesforce data entry specialists, get a quote and a sample, sign the contract and NDA, and we can begin the project.
Outsource Salesforce Data Management Services

Target and Serve your Customers Effectively

By getting rid of data that contains no business value, you can reduce unnecessary IT spend and increase customer engagement in your brand. We assist you in that endeavor with Salesforce CRM data entry services and data management support. Reduce enterprise data costs and enable ongoing data governance with a team of experienced Salesforce data entry specialists.