The consultant at Cloud Kicks has noticed that sales data is quickly outdated and wants to keep Account data current.
What should the consultant recommend to maintain current Account information?
The consultant at Cloud Kicks has noticed that sales data is quickly outdated and wants to keep Account data current.
What should the consultant recommend to maintain current Account information?
To maintain current Account information, leveraging third-party data services to update and add records to Salesforce is the most effective approach. These services often provide real-time updates, ensuring that account data remains current and accurate. Automated Account Fields can help, but they might not be comprehensive enough for all use cases. A weekly data update from in-house systems could quickly become outdated again, and emailing contacts and leads for their information is inefficient and unreliable. Using third-party data services ensures data accuracy and minimizes manual intervention.
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