Think your data’s ready for AI? Think again.

Prepare your data in Salesforce to be read, understood, and usable so you can drive actual business value from your AI tools.

Prepare your data in Salesforce to be read, understood, and usable so you can drive actual business value from your AI tools.

3,500+ Revops Leaders Trust Traction Complete

Challenge

Data quality will make or break your business

You can’t trust your AI and insights if you don’t trust your data. Many businesses struggle with data silos, inconsistent data formats, and poor data quality, which can hinder AI implementation and lead to inaccurate or biased results.

Take control of bad data

Duplicate records or data with incomplete or outdated information can cause your AI tools to miss the mark, create missed opportunities, and result in a poor customer experience.

Reduce data inconsistencies

Unify your data sources by standardizing picklists and values as the data enters your CRM, allowing for better readability.

Connect & create context

Build better AI insights and a complete context of your customer by connecting leads, accounts, and all related records to their global ultimate parent.

“There is a cost to bad data. If we didn’t have a solution like Traction Complete in the first place to scale off, we would be building on a bad foundation that would cause hundreds of thousands of dollars of headaches in the future.”

Stephen Daniels VP of Revenue Operations
Clean

Automate data cleanup and reduce the noise

Duplicate data can cause your AI tools to miss the mark and give incorrect insights. Find and eliminate duplicate data so you and your team have clean, actionable insights.

Connect

Match leads to related records

Enable your data model to read broader business context by matching leads to contacts and accounts.

Consistency

Normalize, normalize, normalize

Standardized data will improve your match rates, which then affects your ability to detect duplicates, connect your customer and company data, and the resulting reliability of your AI implementations.

Context

Connect related accounts to build context

Family tree linking creates context between accounts for AI to recognize related records for better suggestions.

Confidence

Define measures of success

Define clear goals for what makes a specific AI project successful post implementation. Align your team on the desired outcome and identify clear metrics for performance.

10 Data Quality Must-Haves Pre-AI

Learn why RevOps needs to tackle bad data before leveraging AI insights. Prepare your data (and fast) to unlock AI’s full potential and avoid costly errors.

FAQ

A partner with answers

How can I prepare my Salesforce data for AI tool adoption?

Preparing your Salesforce data for AI tool adoption involves several key steps.

  1. Assess the quality of your existing data by identifying duplicates, incomplete records, and inconsistencies. Use tools like Complete Clean to streamline this process.
  2. Ensure your data is well-organized and categorized, which will help AI algorithms analyze it effectively.
  3. Consider implementing data governance practices to maintain data integrity as you integrate AI tools.

Check out Complete Clean
What role does data quality play in successful AI implementation in Salesforce?

Data quality is crucial for successful AI implementation in Salesforce. High-quality data ensures that AI algorithms can make accurate predictions and provide valuable insights. Poor data quality can lead to misleading results and undermine the effectiveness of AI tools. By utilizing Complete Clean, you can enhance your data quality through deduplication, normalization, and enrichment, setting a solid foundation for AI adoption.

How can I leverage Complete Hierarchies to optimize my data for AI tools?

Complete Hierarchies allows you to visualize and manage your organizational data structure effectively. By creating clear hierarchies within your Salesforce data, you enable AI tools to better understand relationships and dependencies among different data points. This structured approach enhances data analysis and improves the accuracy of AI-driven insights, making it easier to identify trends and opportunities.

How can dirty data impact the effectiveness of AI tools in Salesforce?

Adopting AI tools in Salesforce without first cleaning your data can lead to significant risks. Inaccurate or incomplete data can result in misleading insights and predictions, which may lead to poor decision-making. Additionally, AI algorithms may struggle to identify patterns and relationships in dirty data, ultimately diminishing their effectiveness. This can waste resources and time, making it crucial to use tools like Complete Clean to ensure your data is reliable and ready for AI integration.

AI Preparedness Resources

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Before embarking on AI, cover all your data bases