Top 4 Reasons GridBuddy Cloud is the Most Productive User Experience for CRM

Let’s face it, terms like data unification, data quality, and data analysis cause most people to run in fear. Actually, putting “data” before any word can make the most innocent thing sound menacing. 

Why is that?  

It’s because the options we have for working with data consume a lot of time and focus and ware expected to be precise, timely, and accurate when updating recordsIt’s a tall order, and it requires organizations to implement tools that quicken data navigation and make data modifications happen as if they’re second nature.  

GridBuddy Cloud can help. It’s our solution for unifying data by connecting records from separate data into one view, making analysis across systems possible. Why is that important? Here are the top four reasons you should be adding GridBuddy Cloud to your tech stack. 

  1. Most business systems were designed around the business, not the end user.

    The most problematic part of using a CRM or any business system is jumping from record to record, screen to screen, or browser tab to browser tab to view all the data needed for customer engagements. Since it’s difficult to enter information accurately when youre surfing between so many screens, attempting to modify or create new records in this capacity only leaves room for poor quality data to be entered. GridBuddy Cloud grids make it possible to work with specific pieces of information across one or more systems in a single, editable view. Imagine being able to reference and modify account, contact, and opportunity information for all your open deals in one Excel-like interface. 

  2. Different roles require different workspaces. 

    We know sales and service teams fulfill separate purposesThey rely on some of the same information in your databases, like account and contact details, but how and when it’s used differs. Sales is focused on leads and opportunities while service is zeroed in on cases, so trying to make them function in the same workspace because of how your databases are configured doesn’t make much sense. It also leaves users guessing which fields are for them to manage. GridBuddy Cloud role-based workspaces ensure the right information is front and center for each user based on their goals and responsibilities for frictionless, focused work. 

  3. Increased productivity should come with less effort. 

    Most pieces of technology implemented for your teams use come with the promise of increased productivity. My question to this claim is always, does this productivity boost come with more or less effort? With GridBuddy Cloud, it’s definitely the latter. In addition to its spreadsheet-style arrangement of data and role-based workspacesthe out-of-the-box ReadyGrids address common sales and service use cases for an immediate increase in productivity. Couple that with their ability to be customized and you’ve got yourself a productivity powerhouse. 

  4. No more rushed data migrations. 

    I know more than a few of us have encountered the chaos of acquisitions. When you welcome a new organization into your own, you’re also inheriting their databases. Cue the mad dash and hair pulling of the IT team as they plan how long it will take to clean up and migrate business system data. With GridBuddy Cloud, you give everyone breathing room to adjust to the new normal and migrate data in a way that supports the business instead of stressing it. Because GridBuddy Cloud aggregates data from multiple systems into one user-centric interface, end users can continue to focus on their goals and IT teams can strategize without halting current business processes. 

Improving your teams’ productivity, data quality, and adoption doesn’t have to be a challenge. Bridge the gap between your data sources with GridBuddy Cloud. Find out more here.

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Data in Sight: A New Horizon

Validity likes data. Validity might even love data. Olivia Hinkle, senior product marketing manager for DemandTools and Gridbuddy Cloud, surely loves data, which is why she’s the regular host of Validity’s Data in Sight webinar series! In our January edition, Olivia welcomed two data quality and CRM management powerhouses: Corbin Neike, senior Salesforce administrator at 84.51˚, and Branden Bellanca, director, consulting expert, at CGI.

While the full webinar is embedded below, here’s a few can’t-miss highlights to give a sense of the wealth of knowledge shared, to prove the webinar is beyond worthy of 45 minutes of your time.

To encourage adoption, get leadership buy-in early.

Your CRM isn’t going to use itself! Unless it does, then please share your secrets. Anyway, it’s incredibly important to ensure there is consensus and belief in the software and the process at all levels of the organization. To find your strongest advocates, get leadership to champion and support your efforts to promote CRM usage cross-functionally. They’ll relay what their teams’ day-to-day looks like and will help you identify where their teams will benefit by using a CRM. When you know what their needs are, you can find a system to increase users’ productivity, and leaders will feel invested in its success. Plus, the fact is…it’s hard to say no when your boss’s boss wants you do to it, right?

End user impact should guide all governance decisions.

Don’t forget the little people! Except in this case, they’re definitely not little; end users are some of the most important figures in your data quality and CRM goals. As you consider your governance plan, think about whether end users will find the decision positive, if it will negatively impact their process, whether it will help or hinder CRM adoption, and so on.

And data governance is not as negative as it sounds. It’s like checks and balances for your CRM, so when you include people who can articulate the needs of all the people using the system, the dedicated data governance team can promote adoption, lessen technical debt, and increase your CRM return on investment. Wins all around.

Minimize creating technical debt.

Debt is bad. No one likes debt, of any kind. So, when you’re managing your CRM data, you want as little technical debt as possible. Do this by documenting every process and flow, so you know what each field is used for, the purpose of each process and flow and why certain development decisions were made. And, for the times when you can’t avoid the tech debt, it helps you create a future plan to fix it. This is probably 3% of everything they covered in this webinar, so check it out below!

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