How Datasolver’s automated checks keep your CRM up to date

It’s the biggest challenge facing any CRM system: the shelf life of your data. Companies relocate, merge, or change direction, and before you know it, your Salesforce environment is falling behind. With Datasolver’s automatic periodic checks, you no longer have to worry about this yourself. In this blog, we explain how this process keeps your database continuously up to date.

Manual checks are a thing of the past

Manually checking your database is a daunting task. In a growing Salesforce environment, it’s simply not scalable to periodically verify every record against the Chamber of Commerce standards. The Datasolver integration solves this by automating the process. The tool performs background checks on companies you’ve previously verified, without you having to lift a finger.

How the process works in Salesforce

The periodic check isn’t based on guesswork, but on a structured workflow:

• Automatic monitoring
  Datasolver monitors the data for the accounts you’ve selected and continuously compares it with the most recent changes in the business registry.
• Clear reporting
  As soon as a change is detected—such as an address change, a new business name, or a change in SBI codes—it immediately appears in a clear report within your own Salesforce environment.
• One-click validation
  You always remain in control. The report shows you exactly what the current data is and what new information has become available. With a single click, you approve the change, after which the Salesforce record is immediately updated automatically.

A reliable foundation for organization-wide decisions

By implementing this automated process, you transform your CRM from a static archive into a source the entire organization can rely on.

• Reliable analytics
  Your reports on sectors and regions are always based on today’s reality.
• Operational peace of mind
  Teams no longer have to wonder whether the information in Salesforce is accurate, because the periodic checks act as a continuous safety net.
• Efficient management
  The Salesforce Administrator no longer needs to plan large-scale data cleanup campaigns, as data quality is maintained organically.

Ensure long-term data quality

A healthy CRM requires a system that adapts to the market. Datasolver’s automated checks ensure that your investment in Salesforce retains its value by proactively filtering outdated information out of your processes.

Would you like to know how to set up these automated checks within your specific Salesforce environment?

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