Is your CRM getting bloated with more and more old data?
Do you have a CRM data archiving strategy?
Implementing a good iPaaS platform like Tray.io and a solid cloud strategy can help you reduce your ongoing SaaS bills.
In this video we explore how easy and flexible it is, with Tray.io, to build a utility tool to archive all your old Salesforce records, to keep your data in the CRM fresh and to reduce your ongoing platform costs.
A similar approach, if not identical, can be applied to many other SaaS applications.
A similar and customizable approach works for other CRM systems such as Zoho, HubSpot, ClickUp, Monday.com, SmartSuite, Airtable, Microsoft Dynamics, Netsuite, SugarCRM etc, depending on your specific needs. It can also adapt to your specific needs such as data analysis within a data warehouse.
Offsite data archiving can help in reducing SaaS bills for additional storage, and it does not end there.
It can also help with the optimization of the system’s performance, and efforts related to the investigation of performance bottlenecks and performance improvement.
Especially for smaller and less scalable systems, less data means a faster and less noisy system.
After all, how often do you access customer records more than 5 years old? What about 10 years old? Yes, some industries require long data retention, but most industries do not have that requirement.
A good data archiving strategy can help you with your system’s hygiene and its longevity.
While we all trust our preferred SaaS vendors, it does help to have an offsite plan B in case of major disaster. Having a week old offsite backups versus none at all, can help save a business!
Feel free to reach out for an initial conversation about how an iPaaS platform approach can be beneficial to increase efficiency and resilience within your business.
Data archiving helps declutter your CRM, improving system performance, reducing costs, and ensuring data hygiene.
Yes, the approach demonstrated with Tray.io as an iPaaS platform, can be adapted to various CRM systems like Zoho, HubSpot, ClickUp, Monday.com, Airtable etc, tailored to specific business needs.
More in general, this approach can be applied to any SaaS application that allows for API based data extraction.
Implementing a data archiving strategy reduces ongoing SaaS bills for storage, optimizes system performance, reduces clutter and irrelevant information and minimises operational expenses.
Offsite data archiving ensures business continuity by providing a backup plan in case of major unexpected disasters, enhancing resilience and safeguarding critical information.
You never know if and when you need it, but when you do, you sure will hope you have it!
Yes of course!
This type of solution can schedule the archiving to run automatically, ensuring continuous data management without the need for manual intervention.
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