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Your Data.com Migration
Planning Guide
Step 1: Assess Your Data Needs
Step 2: Clean Your Data
Step 3: Keep Your Data Clean
Step 4: Fill Data Gaps
Step 5: Boost Your Data
Your Data.com Migration Plan in Just 5 Steps
With Data.com going away, 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 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 5 steps to follow and suggests things to think about
along the way.
Things to Think About
● What Data.com products do you use today?
● How do you use the data?
● Is it accomplishing 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)
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.
InsideView data experts are available to help you answer these questions and assess
the quality of your Salesforce data.
Helpful
Hint
● 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?
Things to Think About
● 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.
InsideView’s Professional Services team can clean your account data and validate
contact emails to make sure you’re starting from a clean slate.
Helpful
Hint
Things to Think About
● 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.
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.
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.
Helpful
Hint
● 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?
Things to Think About
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?
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.
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.
Helpful
Hint
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?
Things to Think About
● 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?
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.
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.
Helpful
Hint
● 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?
These are some things you might consider:
1. Does the supplier have the breadth and depth of data you need?
2. 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.
3. How do they gather and validate their data?
4. Will you be able to keep their data if/when you end your contract?
5. How is the vendor rated on review sites like G2Crowd?
6. How do their current customers rate them on customer support/service?
7. How easy is it to do business with them?
How Will You Choose a Data.com Replacement?
Switch to InsideView: The Leading Data.com Alternative
#1 Sales
Intelligence App
95% Customer
Satisfaction
Easy Switch
Solutions
On G2Crowd Year after year Switch Now.
Pay Later.
pricing
Contact an InsideView data expert today to get started on your
data migration plan.
Data.com Migration Planning Guide

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Data.com Migration Planning Guide

  • 2. Step 1: Assess Your Data Needs Step 2: Clean Your Data Step 3: Keep Your Data Clean Step 4: Fill Data Gaps Step 5: Boost Your Data Your Data.com Migration Plan in Just 5 Steps With Data.com going away, 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 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 5 steps to follow and suggests things to think about along the way.
  • 3. Things to Think About ● What Data.com products do you use today? ● How do you use the data? ● Is it accomplishing 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) 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. InsideView data experts are available to help you answer these questions and assess the quality of your Salesforce data. Helpful Hint ● 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?
  • 4. Things to Think About ● 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. InsideView’s Professional Services team can clean your account data and validate contact emails to make sure you’re starting from a clean slate. Helpful Hint
  • 5. Things to Think About ● 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. 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. 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. Helpful Hint ● 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?
  • 6. Things to Think About 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? 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. 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. Helpful Hint 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?
  • 7. Things to Think About ● 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? 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. 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. Helpful Hint ● 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?
  • 8. These are some things you might consider: 1. Does the supplier have the breadth and depth of data you need? 2. 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. 3. How do they gather and validate their data? 4. Will you be able to keep their data if/when you end your contract? 5. How is the vendor rated on review sites like G2Crowd? 6. How do their current customers rate them on customer support/service? 7. How easy is it to do business with them? How Will You Choose a Data.com Replacement?
  • 9. Switch to InsideView: The Leading Data.com Alternative #1 Sales Intelligence App 95% Customer Satisfaction Easy Switch Solutions On G2Crowd Year after year Switch Now. Pay Later. pricing Contact an InsideView data expert today to get started on your data migration plan.