In the modern sales landscape, data is king. Your organization is measured by activity metrics, sales cycles, and revenue. With it, you monitor individual success and improvement, gauge organizational goals, and measure progress. The importance of having clean data in your CRM can’t be overstated.
We’ve even heard the dogma:
If it’s not in Salesforce, it never happened.
Salesforce is a record of your team’s entire history. Without these records, you’re driving blind through a deluge of activity. With the sheer volume of different tech, everything needs to sync with Salesforce for your precious data to have a home. Yet not all sync is created equal. Limits on fields, volume, and characters all contribute to the cleanliness of your Salesforce instance.
Let’s take a look at the nuances of Salesforce Sync so you know what to look for to protect your valuable data:
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