02-28-2023 10:15 AM
Hi again - since this is a little different than my earlier post thought I would post this one separately. Anyway, this time I'm not really sure what Missing Engagment Points and Missing Business Segmentation is. So, would love to know. Lastly, would also love to know any suggestions on how to improve those number - both are very high for us.
Thanks again community!!
Solved! Go to Solution.
02-28-2023 01:59 PM
Hi @bhare1357 ,
It's me again 🙂 Here are the definitions that I have for the Assess module - these should be included in our articles soon.
Missing engagement points means that the fields that you would use to engage with your customers are blank. The approach on fixing these depends on how you're going to get the information to add it to your CRM. The best way to get a full list of records that are missing these engagements points is to condition on a module and say First Name equals blank OR Last Name equals blank OR phone number equals blank, etc. You can do these OR statements between fields by clicking the checkbox in the add condition window which is located in the bottom left corner.
The module you use is dependent on how you're going to update them. If you want to export, add the data, and then update I would use the Export module first and condition on those blank fields. You wuold then update your file and then use Import to update those existing records with the correct info. Another module that would work for this is Tune, where you can update the fields real-time; the cell values will be updated in salesforce immediately. You can condition on those blank fields and then even look at only the blank cells after clickingon the hamburger in the column you're working in.
Another thing you can think about doing is archiving or deleting leads that are very old and do not have any engagement points. You would condition on those leads in the Delete module and make to only look at very old leads (maybe over a year or more but up to you) and then also condiion on the blank engagement points but instead of saying OR you would just do AND statements - in otherwords you would say that email, address, and phone are all blank.
Missing Business segmentation or fields like role, industry, or company size can be found by conditioning in your scenarios with role equals blank OR industry equals blank OR company size equals blank. If you don't use any of these fields, you can also exclude them from your Assess scenario. If you decide on updating them the route you take depends on how you can find the information to put into those fields. You could use Tune for hands on updates or Import to update them as well.
Hope this helps!
02-28-2023 01:59 PM
Hi @bhare1357 ,
It's me again 🙂 Here are the definitions that I have for the Assess module - these should be included in our articles soon.
Missing engagement points means that the fields that you would use to engage with your customers are blank. The approach on fixing these depends on how you're going to get the information to add it to your CRM. The best way to get a full list of records that are missing these engagements points is to condition on a module and say First Name equals blank OR Last Name equals blank OR phone number equals blank, etc. You can do these OR statements between fields by clicking the checkbox in the add condition window which is located in the bottom left corner.
The module you use is dependent on how you're going to update them. If you want to export, add the data, and then update I would use the Export module first and condition on those blank fields. You wuold then update your file and then use Import to update those existing records with the correct info. Another module that would work for this is Tune, where you can update the fields real-time; the cell values will be updated in salesforce immediately. You can condition on those blank fields and then even look at only the blank cells after clickingon the hamburger in the column you're working in.
Another thing you can think about doing is archiving or deleting leads that are very old and do not have any engagement points. You would condition on those leads in the Delete module and make to only look at very old leads (maybe over a year or more but up to you) and then also condiion on the blank engagement points but instead of saying OR you would just do AND statements - in otherwords you would say that email, address, and phone are all blank.
Missing Business segmentation or fields like role, industry, or company size can be found by conditioning in your scenarios with role equals blank OR industry equals blank OR company size equals blank. If you don't use any of these fields, you can also exclude them from your Assess scenario. If you decide on updating them the route you take depends on how you can find the information to put into those fields. You could use Tune for hands on updates or Import to update them as well.
Hope this helps!
04-11-2024 06:16 AM
This is excellent - I ran the Data Quality assessment, and was struggling with how to explain to my CIO and CEO what the implications are. I would recommend including these definitions (or a link to them) in the information returned when a client gets their Data Quality email. I think it would be extremely helpful.
Thanks Anthony!
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