Trilogix Cloud

CRM Data management

The Complete Guide to CRM Data Management | SaasList

Issues that can be caused by Large Data Volumes

1. Develop an Effective Archiving and Reporting Strategy

2. Choose a Data Management Tool

Data Management Tool for Big Objects:  Massive amounts of data, archive the data, but no standard reports, no UI, manual SQL queries

Off Platform Data Archiving:  External cloud storage, centralised Data Warehouse, usually needs a tool to migrate the data in batches, external reporting tool needed

Indexes and Skinny Data;  Don’t remove data from the CRM, Skinny data are table replications that contain frequently used fields to avoid joins, requires dev support, constant updates if fields or schemas are changed

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