Our client had customized their Salesforce.com environment substantially. One of the customizations created numerous similar account records from numerous feeder systems. This was creating havoc for pipeline reporting with up to 10 duplicate records per opportunity. Virtira bridged between IT and users to solve the problem.
The account data in Salesforce.com contained duplicate entries and junk data. These account records were the result of years of automatic account creates from numerous feeder systems. This data had never been de-duplicated.
How We Solved It
Virtira’s project and data analytics team downloaded, filtered, sorted and formatted raw data, then presented them to the field for 1:1 field validation calls. At the end of the process, the data was loaded into the system, cleaning the live data.
- During the process, Virtira analyzed and identified a number of instances where the database allowed duplicated data to be created.
- Worked with IT to improve the system, including users clicking submit multiple times
- Implemented user retraining across all levels.
- Out of 700,00 Records, 72% were tagged as junk and hidden, 6% of Records were removed in 1:1 validation calls and 22% remained in the system.
Based on Virtira’s work, new account management policies and IT fixes were implemented, impacting the entire sales organization. Pipeline analysis and reporting was now far more accurate.