YOUR DATA.COM MIGRATION PLANNING GUIDE · Contact an InsideView data expert today to get started on...
Transcript of YOUR DATA.COM MIGRATION PLANNING GUIDE · Contact an InsideView data expert today to get started on...
YOUR DATA.COM MIGRATION PLANNING GUIDE
2
Table of Contents
03 Step 1: Assess Your Data Needs
04 Step 2: Clean Your Data
05 Step 3: Keep Your Data Clean
06 Step 4: Fill Data Gaps
07 Step 5: Boost Your Data
08 Choosing a Data.com replacement
09 Conclusion
With Data.com retiring, you know you
need to find a replacement. Otherwise,
your Salesforce data will begin to decay — as much as 70% per year,
according to Biznology. After all, you
rely on your Salesforce data to help
you make critical sales and marketing
decisions every day.
How do you prepare for this transition?
How will you choose a reliable Data.com
replacement? This guide outlines five
steps to follow and suggests things to
think about along the way.
TH
ING
S T
O T
HIN
K A
BO
UT
HELPFUL HINT
InsideView data experts are available to help you answer these questions and assess the quality of your Salesforce data.
3
What Data.com products do you use today?
How do you use the data?
Is it helping you accomplish your business goals?
When was the last time you analyzed the makeup of your customer/prospect database?
Do you need all the data you have?
Have you identified the characteristics of your ideal customers (ICP)?
Do you have enough of the right companies and contacts?
Have you done an analysis to see how big your total addressable market (TAM) is and who’s in it?
How do you currently fill your whitespace?
How is the quality of your inbound leads?
How would you describe the quality of your pipeline?
STEP 1 Assess Your Data Needs
Why? Change can be hard, but it’s also an opportunity to evaluate what’s working and what’s not, to assess what you really need, and to make improvements.
4
InsideView’s Professional Services team can clean your account data and validate contact emails to make sure you’re starting from a clean slate.
TH
ING
S T
O T
HIN
K A
BO
UT
How would you describe the quality of your account and contact data?
When was the last time you cleaned it?
How often do you clean your data?
How are your email bounce rates?
Do your sellers and marketers have confidence in your data?
STEP 2 Clean Your Data
Why? You don’t want to mix dirty data with new, clean data. Plus clean, standardized data fuels go-to-market success, sales and marketing alignment, and GDPR compliance.
HELPFUL HINT
5
You can regularly and automatically clean your Salesforce account data with InsideView Refresh or our Lightning Data app, InsideView Append. For a fuller, healthier pipeline, get InsideView Enrich to clean and enrich your inbound leads.
TH
ING
S T
O T
HIN
K A
BO
UT
If you’ve been using Data.com Clean to maintain your account data, how will you keep it clean going forward?
How would you describe the quality of your inbound leads? Inbound leads are notoriously dirty and are a common source of data contamination.
How happy are you with the completeness of your data?
Are your leads complete enough to score and route accurately?
How many fields do you have in your web forms?
With lead enrichment, you can reduce the number of fields and increase conversion rates and lead quality.
What’s your form abandonment rate? Are you comfortable with that?
STEP 3 Keep Your Data Clean
Why? With B2B data decaying at a rate of 70% per year, you’ll need a program for keeping your data fresh and actionable for accurate targeting and relevant engagement.
HELPFUL HINT
How do you currently get more leads and campaign lists?• Do you buy lists?
• How successful has that been for you?
• How often do you need to buy them?
• How happy are you with the quality you get for the cost?
How do you find all the decision-makers for your target accounts?
When was the last time you measured your total addressable market? • Do you know how big your market opportunity is?
• How do you fill the gaps/whitespace?
6
Companies that exceed revenue goals are 3.3 times more likely to regularly assess their total addressable market (TAM). InsideView can help you visualize and measure your TAM, discover new markets, recommend look-alike accounts, fill your whitespace, and find more decision-makers at your target accounts with InsideView Apex and InsideView Target.
TH
ING
S T
O T
HIN
K A
BO
UT
STEP 4 Fill Data Gaps
Why? Having clean data is important, but it’s equally important to make sure you have the right data — all the accounts and contacts you should be targeting.
HELPFUL HINT
How do your sellers do their pre-call research?
How is that working for them?
How do they know which prospects to prioritize?
How do they know when to reach out?
How happy are they with their ability to connect with prospects?
How do they identify upsell and cross-sell opportunities?
How is your customer churn rate?
How confident are your sellers with your CRM data?
What information do they wish they had that they don’t?
7
InsideView Sales embeds Targeting Intelligence into Salesforce, giving your sellers instant access to company and contact data, news and social insights, and their aggregated network of connections. It’s everything your sellers need to do pre-call research, engage with buyers, and close more deals.
TH
ING
S T
O T
HIN
K A
BO
UT
STEP 5 Boost Your Data
Why? Good data helps you target the right prospects, but it’s not enough to close deals. Sellers also need real-time news and social insights to know when to reach out and what to say. And they need connections to open doors that turn good leads into revenue won.
HELPFUL HINT
8
How Will You Choose a Data.com Replacement?
1
2
6
5
4
3
7
These are some things to consider:
Does the supplier have the breadth and depth of data you need?
How relevant is their data for sales and marketing? Is it cluttered with lots of duplicate, out-of-date, or simply irrelevant records? That clutter can be a time-sink to sort through.
How do they gather and validate their data?
Will you be able to keep their data if/when you end your contract?
How is the vendor rated on review sites like G2Crowd?
How do their current customers rate them on customer support/service?
How easy is it to do business with them?
Contact an InsideView data expert today to get started on your data migration plan.
Switch to InsideView: The Leading Data.com Alternative
About InsideViewInsideView helps B2B companies drive rapid growth with the only platform that empowers business leaders to quickly and confidently
make go-to-market decisions. As the market shifts from volume-based to targeted sales and marketing strategies, businesses turn to
InsideView to help them identify new market opportunities, align sales and marketing execution, and optimize performance. InsideView’s
Targeting Intelligence platform, built using artificial intelligence (AI), delivers the industry’s most relevant, reliable data trusted by the
world’s leading B2B companies.
#1 Sales Intelligence App
On G2Crowd
95% Customer Satisfaction
Year After Year
Easy Switch Solutions
Switch Now, Pay Later