Companies are stuck between two CRM data cleanup problems. They need to keep their CRM data clean but don’t have the time or resources to do it.
CRM data is a delicate subject because the CRM data in companies around the world might be different depending on how long they have been using CRMs and how large their customer base is. CRM data cleanup can be done with the right software and tools, but they don’t always know that.
Companies need CRM data to be clean because it contains sensitive information about their customers. CRM data is a powerful tool for companies, but only when the CRM data in them is clean and accurate. CRM data cleanup can ensure that a company’s CRM data is up-to-date and correct.
Letting CRM data get dirty or inaccurate is easy when CRM data is being added to by many different people. CRM data cleanup keeps CRM data clean and prevents CRMs from getting messier over time.
Customer relationship management (CRM) software allows companies to keep track of their customers in one place. CRM data consists of the contact information, history with a customer, and personal data of the people that are in a customer’s CRM record.
CRM data is used for many different things within CRM software so it is important to keep CRM data clean and accurate. CRM data cleanup services ensure CRM data is always correct with their CRM data verification services.
Small business CRM software has many benefits, but can result in a messy CRM data. Here are five steps on how to make more CRM data cleanup by doing less.
1. Audit Your CRM Database
First, you must audit your CRM database periodically for duplicates and poor quality records. This will help you clean up the CRM data in your CRM tool. CRM tools like CRM software make it easy to store CRM data, but the CRM data may not be clean when you finish entering it.
2. Create CRM Data Quality Campaigns
You can set up CRM data quality campaigns to find and fix duplicates and poor quality records. CRM data quality campaigns run periodically to check your CRM database and find errors.
3. Create CRM Data Quality Rules
You can create CRM data quality rules to automatically identify and fix duplicates and poor quality records. CRM data quality rules compare values in the CRM tool with external information, such as customer names from a CRM data list. CRM data quality rules update CRM data in your CRM tool when the values match the information from an external source.
4. Use CRM Data Cleansing Tools
You can use CRM data cleansing tools to remove duplicates and poor quality records from your CRM database. CRM data cleansing tools compare CRM data in your CRM tool with other CRM data and determine which data is valid. CRM data cleansing tools remove or correct invalid CRM data, such as invalid email addresses or phone numbers.
5. Export CRM Data to Excel
You can export CRM data to excel to quickly find duplicates and poor quality records and then enter CRM data in your CRM tool yourself. CRM tools like CRM software make it easy to store CRM data, but the CRM data may not be clean when you finish entering it.
If you follow these five steps on how to make more CRM data cleanup by doing less, your CRM database will contain clean CRM data that will provide the best insights for your business.
You probably already know there are lots of CRM data cleanup services available on the market. However, they all have one thing in common: they are expensive.
If you think about it, CRM data cleanup is a very simple and quick process. CRM data cleanup doesn’t require lots of resources and can be done pretty fast by CRM data entry specialists or CRM project managers. So, how to make CRM data cleanup faster? Read more here!