“Our Salesforce is a mess.”

Don’t give up.

Highlights:

• [Headed to Hubspot Inbound?] So are we. See what we’ll be up to here .
• [SaaStr Happy Hour] Join Syncari, Rocketlane and Intelligage at our co-hosted happy hour for the SaaStr conference – where SaaS meets cheers! ??
• [Dreamforce Reception] Sign up for our star-studded welcome reception at Dreamforce, co-hosted by Syncari and partners, and make networking as memorable as the views of San Francisco!? ????
• [Ops Chop Shop, Episode 4] We’re hosting an exclusive session limited to 10 attendees with Ben Fuller, VP Business Systems at Advantive . The topic is how RevOps can manage and optimize many systems that connect to each other. Reply to this email for details.
• [Blog] Are you in the data field and thinking of a career change? Check out our latest blog on how data professionals can transfer skills to revenue operations opportunities .

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Highlights from our latest product release:

• We released a new source Synapse for MS Dynamics Business Central providing the ability to extract valuable data from sales, service, projects, and revenue operations.
• We have a new Syncari Support Chatbot available in the platform where users can quickly find help articles or request additional support.
• Syncari Insights now support multiple series line charts which can be valuable when comparing trends, looking for correlations, or tracking performance of KPIs against goals and objectives.?

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Cassidy Shield of Refine Labs on LinkedIn :?

“Our CRM data is a mess.”

“The No. 1 issue I hear preventing marketing and sales progress.”

You’ve heard this before.

Also, I completely agree.

In fact, I’d argue that CRM data is just one piece of a very broken puzzle - the full picture includes marketing automation, sales automation, customer success and support tools, ERP and billing, and product usage data (at least in SaaS).

It’s a tired refrain, though - so why isn’t it fixed?

How much is your CRM worth if it’s full of duplicates, missing fields and inaccurate information?

Without a foundation of high quality data, it seems improbable you can ever achieve core initiatives like…

• Getting product usage data into your CRM and attached to the right accounts and contacts.
• Delivering Customer 360 to customer success and support, account management, sales and marketing teams.
• Equipping finance with well-managed data to streamline billing operations.
• Using intent triggers across sales, marketing, and CS to convert and upsell customers.

You need a way to reclaim the value of your CRM and connected systems. Here’s 10-point framework to start:

How to redeem your CRM data - and all your customer data, for that matter:

1. Define Your Needs: Start by identifying the critical information necessary to enhance your marketing and sales efforts. What insights are you lacking due to data disarray?

2. Prioritize and Question: Rank your data-related questions by their significance. Which ones are pivotal for driving informed decision-making?

3. Pinpoint Essential Data: Identify the data required to answer these priority questions accurately. Understand that not all data is created equal – focus on what truly matters.

4. Seek Expertise: Collaborate with individuals or teams well-versed in data management. Whether in-house or external, finding the right resources is crucial.

5. Embrace Automation: Reduce reliance on manual data entry by automating data collection processes. Minimizing human intervention mitigates the risk of errors.

6. Cultivate Accountability: Hold your team accountable for data accuracy and maintenance. Attach consequences to non-compliance.

7. Incentivize Compliance: Recognize and reward team members who excel in data management, using them as examples to inspire others.

8. Harness Data Insights: Leverage the cleaned and organized data to drive decision-making across marketing and sales strategies.

9. Continuous Learning: Provide training to bridge any knowledge gaps within your team.

10. Iterate and Improve: Data management isn't a one-time task; it's an ongoing effort. Regularly revisit and refine your data practices.

Also, we’re offering a 3-day CRM deduplication program. You bring the logic, we bring Syncari, and bam - a deduplication dream.

Interested? Reply to this email and we’ll get you connected.

Cheers,

Evan Dunn

Director, Growth Marketing