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Advice and answers from the Restaurantology Team

As Restaurantology admins, you understand the importance of integrating verified, external market intelligence within your Salesforce instance.

While aligning Restaurantology records to new or existing SFDC Accounts is a crucial step during the initial implementation process, it’s essential to remember that Restaurantology continues to discover new multi-unit records when it performs it’s ongoing scans each month. These records, in turn, will be downloaded by your Salesforce instance, and will need to be reviewed by an admin before they can be operationalized internally.

This article serves as a reminder to commit to regular reviews of these new records, enabling you to either match them to existing Accounts or create new Accounts for your sales reps to prospect.

Ongoing data maintenance

Restaurantology provides several features to support ongoing data maintenance, including the Recent Entries section within the Restaurantology App. This section helps admins quickly access the most recent unmatched records, providing a focused view of what is new and likely needs to be mapped or added to Salesforce.

Note: Recent Entries requires a new indexing scan (cache) to be performed, this feature helps you quickly identify the latest records that need attention for mapping or addition to Salesforce.

Commitment to regular reviews

To guarantee ongoing value after your Restaurantology implementation, it’s crucial to commit to regular reviews of newly-found records. By establishing a predictable cadence for assessing, adding, and operationalizing new Accounts into your revenue organization, you can ensure the accuracy and effectiveness of your restaurant industry data. Consider the following best practices:

  • Set a Review Schedule: Define a recurring schedule to review and assess new records within Restaurantology. Determine the frequency based on your organization’s needs and the volume of newly discovered multi-unit records. Consider reviewing new data at a minimum once a quarter, and at a maximum once a month.
  • Match to Existing Accounts: Utilize the Data Matching Helper or the Scan and Match Data functionality to identify matches between new records and existing Salesforce Accounts. This helps consolidate information and maintain a comprehensive view of your prospects and customers.
  • Create New Accounts: When new records cannot be matched to existing Accounts, create new Accounts within Salesforce. Ensure that all relevant information is captured accurately, enabling your sales reps to effectively prospect and engage with potential customers.

By committing to regular reviews and taking appropriate actions to match or create new Accounts, you can leverage Restaurantology’s ongoing data mapping capabilities to enhance your revenue organization’s efficiency and effectiveness.

Final thoughts

Ongoing data mapping is a critical aspect of leveraging Restaurantology within your Salesforce instance. By regularly reviewing new records via the Data Matching Helper and Scan and Match Data features, and committing to a predictable cadence of assessment, you can ensure that your Salesforce instance remains up to date and continues to provide value to your revenue organization. Make the most of Restaurantology’s capabilities by incorporating ongoing data matching practices into your workflow, empowering your sales reps with the accurate and comprehensive market intelligence they need to be successful.