Expert Data Admin Services: The Benefits and Considerations

The primary role of data admin services is to take a technical solution and tailor it to ensure it works for the client in a way that meets the organization’s overall technology strategy and wider business goals. With more and more technology solutions being purpose-built for the business side of the B2B house, there is a very fine line between plug-and-play and the need for a little assist from time to time. 

After all, even Steph Curry needs an assist from time to time! 

Whichever business unit you sit in – marketing, sales, finance, or any other – you are likely adopting a technology in the hopes of accelerating growth and making you and your teams more efficient. However, oftentimes business units are not experts in the technology they are adopting, nor do they need to be to be successful. Instead, revenue teams should be focused on, once again, efficiency and growth. 

Let’s take data for instance. Are all marketers or sales people experts on data, or data hygiene, or data automation, or data governance? The answer is no! 

So, let’s explore what many companies are doing to adopt the most forward-thinking technologies while also leaning on their tech partners to squeeze the most value out of these technologies. 

The Power of Knowledge

Consider for a moment the rise of the Salesforce Admin. Twenty-five years ago, a Salesforce Admin simply was not a thing. But, with the rise of the CRM and the crowning of Salesforce as the king of all CRMs, the need for business units to manage and optimize Salesforce became paramount. Businesses adopted Salesforce at a wild clip, and they realized quickly that they were not able to get the most out of their Salesforce purchase due to a significant knowledge and process gap.

As time went on and technology advanced, many SaaS companies developed similar solutions. In many cases, these solutions significantly helped with growth and efficiency, while also requiring very little engagement in the solutions itself. But some innovations in the data space, however “no code” they may be, can be even more powerful when managed by an expert. A data enthusiast, similar to a Salesforce Admin, can advance your data strategy with speed and accuracy. 

But, relying on internal data experts to fill that gap is not just costly. It also slows down deliverability due to competing priorities. Data knowledge is power, but the right strategy is what produces results and allows for you to expand your expectations and outcomes. 

Managing the Complexities of Data Management

Data management solutions are a perfect example to lean into. Solutions like Vertify recognize the absolute need for innovative data management, but they also understand that at this stage in the game, B2B revenue teams should not have to be experts in data management alongside their core specialized go-to-market skills. In an era dominated by data-driven strategies, go-to-market teams are often stifled by a centralized, internal approach where a single data team becomes a bottleneck, or they themselves are forced to become data experts. As management needs answers, the internal data team is inundated with operational challenges like data cleanup, maintaining pipelines. and knowledge acquisition of systems, tools, and data sets.

In the beginning, Vertify set out to build a solution that could be set up and maintained by the business side of the house. They recognized the need to put the power of data management and lead management into the hands of the business users, but they also understood that they would have to remain as the data experts for their customers so that their customers could realize the extended and elastic value of Vertify. 

After all, data management is not a “set it and forget it” task; it is something that, if managed well and with ongoing effort, can – and should – trigger sustainable and predictable growth. As predicted, marrying an innovative and necessary solution like Vertify with a Data Expert Admin Service has been a big win for both Vertify customers and Vertify alike. 

Customer Success Story: AdvancedMD

AdvancedMD is a dynamic healthcare technology company that specializes in cloud-based medical office software tailored for ambulatory medical practices. Their comprehensive suite of solutions includes practice management, telemedicine, patient relationship management, and more. AdvancedMD extends its support to independent physicians and their staff, offering a range of tools and technologies to enhance practice efficiency and patient care. Catering to a wide network of practitioners, they serve numerous practices and medical billing companies across the country.

AdvancedMD needed to improve their data hygiene, lead generation, and lead efficiency without increasing their headcount. Their main objectives for their managed Data Expert Admin Service success plan fell into the following four categories: 

  • Increase Data Hygiene
  • Improve CRM Usability
  • Maximize Spend
  • Optimize Integration

After consulting with their Vertify Customer Success Manager, AdvancedMD decided to adopt a managed Data Expert Admin Service success plan to solve these challenges. By investing in this success plan with Vertify, AdvancedMD is now getting the most out of their tech stack and are meeting the following goals: 

  • Improved decision making and marketing effectiveness
  • Quicker and more efficient sales cycle times
  • Reduced average cost per lead with ongoing efficiency recommendations
  • Increase in revenue growth and number of converted opportunities 
  • Better insight into the true ROI of their marketing spend
  • Sustained integration health and internal troubleshooting knowledge

Why Choose an Expert Data Managed Service from Vertify?

Access to Expertise, Tools, and Data

Vertify brings deep knowledge in data, revenue applications, and integration architecture. This proficiency ensures that your integrations, apps, and data movements are continuously optimized and in alignment with best practices.

Focus on Strategy

Delegate the tactical and operational tasks related to Vertify and your data processes to our data experts, allowing your in-house teams to zero in on other strategic priorities.

Reduce Overhead Costs

Rather than having to hire and train employees on the platform and worry about turnover, managed services can act as an extension of your team, supplying the team members you need when you need them.

Click to Download: Vertify’s Managed Services Information Sheet

Within Your Data Expert Admin Service Toolbox

  1. Data Audit and Cleanup: Rely on Vertify to ensure data integrity and reliability today and in the future. Rectify data anomalies, duplicates, and missing value treatments.
    1. Detect inconsistencies and irregularities.
    2. Routine analysis of existing data for inconsistencies or discrepancies.
    3. Regular cleanup processes to maintain data quality.
  2. Data Schema Review: Vertify experts tailor your data schema to your business process and objectives. This ongoing alignment is critical for a clean data ecosystem. Depend on the removal of outdated attributes and enhance field optimization.
    1. Whitespace review of schema across all integrated systems
    2. Ensure continuous maturity of multi-cloud architecture toward business objectives.
    3. Routine check for outdated or missing fields that may be affecting performance and efficiencies.
  3. Integration and Workflow Tuning: Vertify experts have an eye on performance at every turn. Boost speed, efficiency, elasticity and reliability of your data processes. Streamline workflows and reduce errors.
    1. Proactive analysis for additional data transformations that enhance throughput of actionable information.
    2. Enhancements to improve data synchronization speed.
    3. Routine assessments to reduce error rates and improve efficiency.
  4. Performance Monitoring and Reporting: Vertify experts provide insights, trends, and potential challenges for informed decision making. Track customer metrics and reports, look for whitespace opportunities, and optimize trend analysis.
    1. Performance tracking of integrations and workflows. (ie. processing time, error rate, interaction volume, and data quality)
    2. Regular performance reports provide insight into trends, issues and white space opportunity.
    3. Performance reports guide the continuous optimization effort.

What Results Can You Expect From Data Admin Services?

  1. Data Accuracy and Consistency: Data Admin Services are designed to ensure that your data remains accurate and consistent across all platforms. By automating data verification processes, it significantly reduces the risk of errors, duplicates, and inconsistencies, providing a solid foundation for data-driven decision-making.
  2. Streamlined Data Integrations: Seamlessly orchestrate data from various sources with Vertify’s robust data integration capabilities. This allows businesses to break down silos, providing a holistic view of their information landscape and facilitating more informed and strategic decision-making.
  3. Time and Cost Savings: Manual data administration can be time-consuming and prone to errors. Vertify’s automation features not only enhance accuracy but also save valuable time and resources. This enables teams to focus on more strategic tasks, fostering productivity and efficiency.
  4. Enhanced Security and Compliance: With increasing concerns about data security and compliance, Data Admin Services offer advanced security features to safeguard sensitive information. Ensure compliance with industry regulations and protect your organization from potential data breaches.
  5. Scalability: As your business grows, so does your data. Data Admin Services are scalable, adapting to the evolving needs of your organization. This scalability ensures that your Vertify solution remains effective, whether you are a small startup, mid-market company, or a large enterprise.

Final Thoughts

As solutions for revenue teams are developed, many will be simple enough to deploy with little concern of ongoing value creation. But, there are others that deserve continued focus so that businesses realize the true potential of their solution set. Solutions like Vertify offer extreme value, because typically the initial use case that customers come to Vertify for is just the tip of the iceberg of what Vertify can do. Solutions like Vertify that expand beyond the initial use case are extreme value-drivers for customers, but only if customers can squeeze that value out of the solution. 

When companies in the data space offer additional data services that can be buckled onto the technology license, it’s almost always wise to invest in those services. Otherwise, you risk either not getting the most out of the solutions you’ve purchased, or having to hire internal resources at 10x the cost to get the most out of your investment.

If you’re looking to unlock the true potential of your data, Vertify and the experts behind the solution might just be the key you’ve been searching for.