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Automate Salesforce Data Entry with a Sales Engagement Platform

Manually entering data into Salesforce is — to put it simply — incredibly tedious. How can sales organizations make it better?

Manually entering data into Salesforce is — to put it simply — incredibly tedious. It not only eats away valuable time that should be spent cultivating relationships and closing sales, but it significantly increases the chances of inaccurate data and embarrassing mistakes. As a result, your sales and revenue teams can lose out on big business, impacting the entire company’s ROI.

But what if there was a way to virtually eliminate those problems? There is, and it comes in the form of a sales engagement platform, which helps automate Salesforce data entry and so much more.

What is a Sales Engagement Platform?

If you’re not already familiar with sales engagement platforms (SEPs), here’s a helpful recap: An SEP is software that’s integrated with your CRM. It helps streamline sales rep workflows by boosting productivity, collecting analytics, and, of course, automating data entry.

In other words: SEPs can significantly improve how your sales and revenue teams interact with prospects and customers. In fact, SEPs are rated as one of the top technologies when it comes to positive ROI, and 87% of sales development organizations use one.

How an SEP Can Help

So, how does automated data entry fit into all of this? As we mentioned earlier, one of the top features of a SEP is automation. With the right features and personalization capabilities, your SEP can help in lots of ways, including:

  1. Saving Time

    According to Salesforce, sales reps spend a whopping 21% of their time researching incomplete data. That’s valuable time that should be spent fostering stronger leads and relationships.

  2. Saving Money

    Low-quality data entered into CRMs cost businesses an estimated $700 billion a year. On average, that’s about 30% of a company’s revenue.

  3. Reducing Errors

    Another Salesforce study showed that 90% of an average contact database is incomplete due to data that’s inaccurate, incomplete, outdated, or duplicated.

  4. Increasing ROI

    When you have data that’s accurate, reliable, and up-to-date, you can spend more time building profitable connections with customers and prospects. All of which can help boost sales opportunities and close deals.

How to Automate Data Entry in Salesforce

Are you convinced it’s time to automate your organization’s Salesforce data entry? Now is the perfect time, so you can begin improving your workstream as soon as possible.

Salesforce is the number one CRM platform for businesses. It uses powerful artificial intelligence (AI) technology to improve workflows and give sales teams a shared view of every customer and prospect. Despite all that, sales teams still have to enter their data manually. That’s where an SEP comes into play.

Logging to Salesforce right from the inbox saves time and allows reps to stay in one window

Logging to Salesforce right from the inbox saves time and allows reps to stay in one window

With an SEP like Groove, you can automatically (and accurately) capture essentially any kind of data you need — emails, meetings, phone calls, texts, voicemails, contact information, and so much more. In fact, Groove can reduce manual data entry in Salesforce by 90%.

But the time-saving doesn’t stop there. With Groove, you can also do things like:

  • Personalize multi-channel campaigns

  • Automatically import new leads and advance opportunity stages

  • Streamline workflows

  • Automatically log call transcripts and SMS messages

  • Get real-time analytics, insights, and reporting

  • And much more

Log meeting status and outcomes to the account from calendar to Salesforce automatically

Log meeting status and outcomes to the account from calendar to Salesforce automatically

Discover the Power of the Right Sales Engagement Platform

With the right SEP, you can do so much more than automate data entry within Salesforce. Because Groove is native to Salesforce, it has the power to increase your team’s productivity by three times — saving you valuable time and money while helping you close more deals. Ready to see Groove’s amazing capabilities for yourself?

Request a customized demo today!

G2 Spring 2021 Grid Report Download

G2 Sales Engagement Software Report

Learn why Groove is leading the pack, and how the top providers are ranked across several criteria, including user satisfaction and G2’s proprietary Relationship Index/Momentum Grid®.

Download Report

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