The ActivePrime Data Quality Assessment (DQA) for Salesforce offers Salesforce customers a valuable opportunity to evaluate the quality of their CRM data. To gain insights into the quality of your data, ActivePrime is offering Salesforce customers a complimentary Data Quality Assessment of their Salesforce data.
Overview of the Data Quality Assessment Experience
ActivePrime understands that time is precious and we aim to minimize the time we need from customers. The typical DQA process consumes approximately six hours spread across two weeks. The time it takes to run the data assessment depends on the volume of data in Salesforce.
Key Steps in the Data Quality Assessment Process
The DQA consists of the following:
sponsor, stakeholder(s), and Salesforce Administrator from the customer side.
The purpose of the call is to provide an overview of the engagement from ActivePrime and Salesforce, the tasks to be performed by the customer, and mutual agreement on the timeline and the deliverables.
Onboarding - Customers are given a Salesforce Heroku courtesy license agreement, which customers must sign before the DQA can proceed. ActivePrime will work with the customer to complete the necessary setup in Salesforce Heroku. The tasks include adding ActivePrime CleanData, Heroku Connect, and Heroku Postgres. Do not worry if you have not done this before. ActivePrime will provide instructions and guide you through the process. This call takes approximately 60 minutes to complete. Some customers spend a bit more time thinking about what fields to include; that can range from 30 minutes to a couple hours.
Why the DQA Matters
The Data Quality Assessment enables Salesforce customers to see the impact of data quality on their business and receive expert recommendations on improving their data hygiene. With ActivePrime’s AI-enabled technology, this service ensures that Salesforce data is optimized for maximum business value.
Request your Data Quality Assessment today from ActivePrime or request one with your Salesforce Account Executive.