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Assess Your CRM Data Quality

After you connect and sync your system of record with Radius, we'll match your data with The Network of Record(TM) and give you a match rate. Review your match rate to identify missing field values in your CRM and take action to fix issues. For example, if most of your accounts in Salesforce are missing a phone number, it's good idea to use Data Append to fill supply those phone numbers.

How Radius Matches Your Data

When you connect your system of record and Radius, we use our proprietary algorithm to compare your data set with The Network of Record. We give you highly accurate match rates and don't require exact spellings or sequences of data. Matching does not enrich, append, or change fields in your CRM or MAT.

  • If a record is matched, it's categorized as either Open, Won, or Lost.
  • If a record is not matched, it’ll appear in Matching Manager, where you can match records individually or in bulk.

Best Practices for Improving Match Rates

Low match rates are a result of missing or incomplete data in your CRM and might mean that records are missing values for fields like Contact Name or Website. Here are some best practices for improving your CRM match rate and data quality.

  • Require field values from your lead sources. To get a better match rate, require that address, business name, website, phone number, and contact name  are filled in on your website forms or lists from another sources.
  • Set requirements for your sales reps. An unorganized CRM with limited record data is often a result of sales reps that don't enter enough data, or add information to the wrong fields. Train your sales reps to add any data available to them into the right fields helps your match rate improve, plus quality data helps productivity and reporting.
  • Use Radius Matching Manager. We encourage you to use Matching Manger manually match records as soon as you integrate as well as to schedule weekly or monthly time review matching stats and power through records available for bulk and individual matching.
  • Update your mapping fields. Radius matches fields in your CRM or MAT to Radius fields, but we have no way of knowing if you change fields in your CRM or MAT. Every quarter, make sure to update your mappings in Radius if your marketing or sales operations change which fields store certain data points.
  • Fill data gaps. Append contact and firmographic data from The Network of Record to records in that exist in your CRM and make sure future records get filled in too.

Improve Your Fill Rates

Find out how the percentage of filled fields across your Accounts and Leads contributes to different match rates. Use this information to improve your CRM data.

  1. From the main menu, select Integrations.
  2. Under Integrations, find Salesforce.
  3. From the Matching Manager tab, view your CRM Diagnostic Report. 
  4. Download your Bulk Matching and Individual Matching records as a CSV file. You can use these to find out more about your CRM fill rates and make improvements.
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