DATA & BUSINESS INTELLIGENCE
Data Quality for Salesforce
CAPABILITY
Data Quality for Salesforce
Resolve data inconsistencies in Salesforce, like orphaned orders, duplicate subscriptions, and disconnected records stemming from poor migrations and unlinked records across Salesforce.
This accelerator uses smart data queries and intelligent linking to improve billing accuracy, streamline account management, and enhance operational insights
Common tools: Salesforce
Challenges
Challenges of Poor Data Quality Management
Disconnected Orders: Orphaned orders without linked subscriptions or contracts, leading to inaccurate revenue reporting.
Missed Billings: Multi-year contracts missing anniversary billings, resulting in revenue leakage.
Duplicated Records: Redundant subscriptions and accounts confuse customers and disrupt reporting accuracy.
Fragmented Accounts: Inconsistent data standards complicate account alignment and hinder reliable reporting.
benefits
Benefits of Data Quality for Salesforce
Automated Data Integrity Checks: Leverages data queries to identify and flag missing, duplicate, or misaligned records.
Improved Data Consistency: Ensures that accounts, orders, subscriptions, and contracts are correctly linked, improving revenue tracking.
Enhanced Customer Satisfaction: Reduces billing errors and clarifies customer account hierarchies, resulting in smoother customer interactions.
Real-Time: Provides insights into revenue-related data for decision-making and improved reporting.
Struggling with messy Salesforce data?
TechTorch’s accelerator fixes data gaps, links disconnected records, and boosts billing and reporting accuracy—automatically.
case studies
Solving Data Integrity Challenges for Revenue Growth
A private equity backed software company faced data integrity challenges following a series of migrations. Orders lacked links to subscriptions or contracts, multi-year contracts had missing anniversary billings, and duplicate records were common…