4 Ways to Fix a Broken Lead Process Easily in Salesforce

When you upgrade your existing CRM processes to Salesforce, you will be able to import data into the platform. Sometimes, there are errors during the data integration process that reduce the accuracy of the leads. This isn’t a desirable situation as your sales team members may be following inaccurate leads, causing employee frustration and low-quality customer service. To prevent this problem from occurring, the data administrator will need to fix any broken leads and implement an accurate leads management system.

In this blog post, we cover 4 ways of identifying broken leads and fixing them using Salesforce.

1. Lead as New Inquiries

When Salesforce leads are assigned to new team members, they should be treated as brand new inquiries from customers. This will help improve Salesforce lead management for the sales agent and administrator.

The administrator should carry out the same steps that they undertake when generating new leads. This involves searching the records for the possibilities of duplicate records and identifying any matching records that are found.

Record duplication is a major cause of problems in CRM software. Salesforce offers good checks against this but the administrator must still review the lead before assigning it to a team member to avoid problems.


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