Salesforce Data Management for Teams Who Need Real Answers

Your Salesforce data management strategy is only as strong as your visibility

Most ops teams spend more time cleaning data than using it.

You’re asked to deliver accurate forecasts, align Sales and Marketing, and answer high-stakes questions on live calls, all while the data in Salesforce is often outdated, incomplete, or just plain wrong.

You’re not alone. Salesforce data management is a constant challenge. But it doesn’t have to be.

What is Salesforce data management, really?

At its core, Salesforce data management is about making sure the information in your CRM is:

• Clean
• Complete
• Usable

Sounds simple. But in practice, it gets messy fast.

Salesforce is full of stale records, missing fields, duplicated accounts, and out-of-sync updates. Reps skip inputs. Custom fields pile up. Reporting breaks.

Even if you run regular data audits, the process is still slow and manual. And when leadership asks, “Why is this forecast off?” or “When did this deal change?”, you’re left scrambling for screenshots.

The pros? They’ve setup automated internal tools like this one.

Why traditional Salesforce tools fall short

Salesforce has features like Validation Rules, Required Fields, and Duplicate Management. But those tools only catch bad data on the way in.

They don’t tell you what changed, when it changed, or how it affects your forecast.

And they definitely don’t give you an easy way to show trends, explain stage movement, or track historical performance. But, these are all the things your stakeholders care about.

Instead, you’ll get a static report like this one where only you know the 75 clicks it takes to find the information you need. That’s native Salesforce data management at it’s finest.

A new approach to Salesforce data management

With Coefficient, you can manage and monitor your Salesforce data from the place your team already works: a spreadsheet.

You connect once, and Coefficient pulls your live Salesforce data into Sheets or Excel. Then, with daily snapshots, you can:

• Track pipeline and property changes
• Flag stale or incomplete records
• Monitor stage movement across your team
• Build shareable reports for Sales, Ops, or Leadership

No more “ask RevOps” fire drills. No more manual exports. Just clear data, updated automatically, ready when you need it.

Instead, imagine your exec team having access to a quick visualization of when Salesforce pipeline changes occur each and every day and the ability to drill into a specific date when a forecast change feels exciting alarming.

This is just one of the endless Salesforce data management workflows you can automate in your spreadsheet.

The bonus? Sharing Salesforce data in a spreadsheet means no expensive Salesforce licenses for people that just don’t belong in Salesforce.

Why this works better than anything built into Salesforce

Because you’re not stuck working inside Salesforce.

You’re not limited by the UI. You’re not stuck selecting 20 fields. And you’re not trapped in a system where it takes five clicks to find the answer.

You get full control over your data, and full flexibility in how you present it—whether that’s cleaning it up, sharing it, or using it to drive real decisions.

Stop managing around Salesforce—start managing through it

Your data is already in Salesforce. The problem isn’t the data, it’s the access.

Coefficient gives you the tools to finally manage it in a way that’s fast, flexible, and built for how your team actually works.