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Keeping great records

Keeping great records

July 28, 2016

The quote “In God we Trust everyone else should bring data.” is widely attributed to W. Edwards Deming, the father of modern quality management. He had the fundamental philosophy that data measurement and analysis, keeping great records were essential to attaining superior performance in every facet of business.

Keep Great Records by Using CRM

It’s still true organizations need to improve the use of Salesforce CRM into your job descriptions and performance evaluations. And adopt the mantra, “If it’s not in Salesforce CRM, it doesn’t exist.” It’s an easy way to make sure user behavior aligns with your business objectives. Ensure data quality – In addition to requiring that users enter data into Salesforce CRM, be specific about both timeliness and quality.

For example, reps should enter prospects and early-stage opportunities immediately, rather than waiting until just before closing a deal to enter data. Use picklists and validation rules to enforce these standards. You can also use the free data quality analysis dashboards to analyze the quality of the data your team enters. Make adoption fun – Decide what behavior you want to rew

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Jacob Kinsman

Business Operations Manager, Harcourts Real Estate 

If your team works from multiple locations. Any of your team work from home, if you’re looking for ways to reward success and to hold a mirror up to salespeople business, get Spinify.

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