![]() ![]() Lead or participate in projects related to the implementation of new CRM features or enhancements. ![]() Provide support to CRM system users, including training on data entry best practices and troubleshooting issues related to data quality or system performance.Ĭreate reports and dashboards to provide insights into CRM data, such as customer behavior, sales performance, and marketing campaign effectiveness. Merge accounts that are deemed duplicates if any data has been created in the dupe account Maintain global SLA of 24 to 48-hour turnaround (excluding weekends and holidays)Īccount data checks: Run dupe checker for accounts not enriched by Marketing, Review accounts where sales reps override the duplicate check. Monitor SFDC queue for new incoming Accounts to validate This illustrates the importance of timely turnaround to save time in having to merge duplicate accounts if not identified prior to rep creating contacts and opportunities. Work with other departments within the organization to ensure that data from other systems (such as marketing automation tools, sales platforms, and customer service platforms) are properly integrated with the CRM system.īeing an Account data SME (Subject Matter Expert) validating key information on all new Accounts created – enriching as needed, preventing duplication, maintaining Account hierarchies, and supporting quarterly and ad-hoc updates of key account info via data enrichment.Īny account in Unvalidated status will allow for Opportunity creation but will not allow quoting. This involves performing regular data audits, identifying and correcting data errors, and monitoring data quality metrics. Validate all new Accounts added to SFDC (initially), and on-going maintenance of existing Account data via quarterly & ad-hoc updates (once we have a trusted vendor).Įnsure that data within the CRM system is accurate, complete, and up-to-date. Maintain accurate, actionable, and non-duplicative account data, that accurately reflects corporate hierarchies and key data points in Salesforce for both Clients & Prospects and enables Sales to better manage their Clients or target their Prospects. Lead Data Steward role is responsible for ensuring all business units adhere to and maintain alignment to the Enterprise Data Governance Programĭefine ownership and accountability of our critical data assets to ensure they are effectively managed and maintain integrity by Data Stewardships across Business Units. Manage Data Quality (Data Cleanup & Deduplication in CRM) ![]() Report on validation KPIs and performance against published SLAsĮnrich & Expand Customer & Contact Data in CRM Manage and disposition inbound and escalation validation requests Lead global and regional teams in Salesforce data governance best practices This role requires subject matter experts on key account data, including interpreting key data points based on Global Rules of Engagement and understanding and enforcing all rules around updating Account data and Account movement across reps or teams. This is achieved by both validating all new Accounts added to SFDC (initially), and on-going maintenance of existing Account data via quarterly & ad-hoc updates. Data Steward Overview: The Data Steward Team exists to maintain accurate, actionable, and non-duplicative account data, that accurately reflects corporate hierarchies and key data points in Salesforce for both Clients & Prospects and enables Sales to better manage their Clients or target their Prospects. ![]()
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