Salesforce Data Management: Level Up Your Insights
As organizations grow, departments often adopt separate systems that don’t integrate, leading to disconnected data and no single source of truth.
There are several questions that you may have asked yourself, or heard someone within your organization ask, that illustrate whether the organization has actionable data that helps you make informed, timely, and critical decisions.
- Do I have the right tools, and do I know how to use them?
- Who is responsible for solving any issues?
- Where does my data live and is it accurate?
- Do my reports and analytics provide me with actionable information?
- What should we be doing with AI?
- Are we ready to use AI?
- Can I easily gather data from all my systems into one report?
- Do I have access to all the data I need to make decisions?
- Do we have data governance or a data strategy?
The sheer volume of data generated by an organization on a daily basis can make these questions seem overwhelming, as a constantly growing pile of donor and customer names, financial information, sales analytics, and more are introduced into the system. However, a strong data foundation and the correct tools will allow you to access the right data at the right time.
The design and implementation of comprehensive data services can benefit your organization if you’re currently experiencing any of the following scenarios.
- Data exists in other active systems, and you need to report on it with Salesforce data, but without loading everything into Salesforce.
- Data in a legacy database, such as SQL, and there needs to be an effective way to understand and extract that data for mapping.
- Other active systems must be incorporated into business processes that are primarily referenced in Salesforce
- There is a high volume of data, and it compromises the usability of Salesforce and its reporting.
- It is unclear what actionable insights can be reasonably drawn from data.
- It is unclear what to do with data that “doesn’t fit” into Salesforce.
- You want to do more with AI but you’re not sure your organization is ready.
The benefits of a successful Data Strategy are comprehensive, with improved employee efficiency, increased effectiveness in decision-making, opportunities for community leadership, easier compliance and audits, reduced development time and costs, and increased customer, partner, and employee satisfaction. These benefits unlock an organization's full potential through a strong data foundation.
The Data Journey
With more than 600 total Salesforce certifications and more than 2,700 completed projects, we know that establishing a foundational data strategy and determining best practices goes beyond just implementing tools like Tableau, Data Cloud, Mulesoft, and Agentforce.
What does a data journey look like? The journey begins by collecting your structured and unstructured data and then extracting it for consolidation. Data should be cleaned and prepared for transfer to ensure consistency and allow for the creation of a meaningful structure and format. Data can then be pulled into a single source of truth and presented using AI, Flows, Segments, Exports, and other tools to provide actionable insights.
Arkus is excited to offer expanded Data Services this year as we grow our expert team and share that expertise with our community. Our team offers a series of core services for organizations looking to unlock their existing systems’ potential with support. These include:
Data Maturity Assessment - Evaluates your current data-related processes and analytics.
Actionable Insights Planning Workshop - Work with our team to navigate your data-driven decision-making journey.
Dashboard Effectiveness - Review your key dashboards to determine usage, accuracy, and overall effectiveness for your organization.
AI Readiness Evaluation - Helps your organization to determine where to begin or if you’re even ready to adopt AI.
Arkus also provides services such as conversion from competing analytics tools, integration with other platforms, upgrading existing implementations, architecture design, and data migration.
Where are you on your data journey? Are you tackling data issues on your own? Our team is ready to help with discovery, qualification, and delivery of cost-effective implementations that result in platform expansion and increased ROI. If you’re ready to optimize your data into a single, actionable source of truth, reach out to us today to explore how we can support your team by clicking here to contact us.
