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How many companies is too many?

  • 14 April 2022
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Userlevel 3
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I have a couple of questions:

Q1: We have just setup the integration with Salesforce, and we are looking at how we filter the number of companies we import. What I am trying to understand is how many companies is too many to import? We have three categories 

  • Prospect
  • Lead 
  • Customer

I see the benefit of importing all three but this will import approx 10,000 companies, what I don’t know is, is this a normal amount to import is this way too many or do people have way more than this? From this number the leads category contains just over 8,000 of those companies.

Q2: We have manually imported a number of companies from a spreadsheet, these have insights tagged against them, how easy is it to move the insights to the automated Salesforce version of the company. Is it as simple as re-assigning the user, and what should be the order we do this in:

  1. Delete old company
  2. Import Salesforce companies
  3. Re-assign user to new company

or

  1. Import Salesforce companies
  2. Re-assign user to new company
  3. Delete old company

Thanks in advance

Regards

Darren

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Best answer by scott.baldwin 15 April 2022, 03:50

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@darren.smith 

  1. there’s not a limit to the number of companies. While larger imports (e.g. 100,000+ companies) can take time to process and sync, we’ve done large imports before. We do suggest ensuring you have the correct filters setup with your Salesforce admin before importing though. 
  2. for the move of insights, it might be best to test this out by importing a single company. Alternatively, reach out to our support team (or let me know and I can open a ticket for you) and they may be able to provide more direction as they would have test accounts they may be able to validate this with as I do not. 
Userlevel 3
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@scott.baldwin thanks very much, I have been testing the filters to see what information we should get on a single company. What I wasn’t clear on was if 10,000 was a lot but by the sounds of it no its not so thats great thank you 

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@darren.smith usually when I sync our Salesforce Accounts across it takes a day because there is roughly 100,000+ when you consider prospects as well as customers. The more the better as you will be able to have insights automatically assigned to an account and match data from your salesforce such as employee size

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@scott.baldwin @Andrew Fragias, do you have any issues with duplicate accounts from Salesforce? I’m currently trying to figure out what to do about the many duplicate-ish accounts we have, because we often have 5 versions of a single SFDC account, each for a different region (ie, ACME, ACME Australia, ACME Germany...). I’ve been trying to figure out how to clean this up. 

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@jrmatthews some details here on duplicate accounts https://support.productboard.com/hc/en-us/articles/360060610333-Salesforce-Integration-FAQ#h_01ET3SJW1XNP71Q7DRFAFGAM1T

Your best options here are filters at import as there is currently no way to clean up or merge in Productboard. 

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We have manually imported a number of companies from a spreadsheet, these have insights tagged against them, how easy is it to move the insights to the automated Salesforce version of the company. Is it as simple as re-assigning the user, and what should be the order we do this in:

 

Isn’t this what that “Merge” option is for? 

 

I think this will move the notes and insights but not sure about Users I didn’t look it up in the help. 

I’m having this same issue but it’s much more to do with our SF data being all over the place with WAYY too much useless data.

Userlevel 7
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@Mmcclain you can use the Merge to merge two companies that were added to Productboard via notes or manually, but you cannot yet merge companies imported with companies that exist or are manually added.

When two companies are merged manually as you’ve shown, there are some rules around how that works, which you’ll find outlined in our support article Merge redundant users and companies.

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I think the number of companies you can ultimately manage depends largely on how fastidious your teams are in managing segments.

Segmenting companies and users into management target markets may be more useful, as you’ll be able to filter by “large companies” or “SMB” or even by market (e.g “Hospitality” “Retail” “Insurance” etc).

The beauty of insights is that they collectively form a voice for how you segment your clients and areas of business focus. It can also help to uncover which segments are “squeaky wheels” and which segments are not getting any focus, and whether it makes sense strategically to switch some focus.

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