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Clean Your CRM Database

 The purpose of a CRM is to present one source of truth about your customers

If we rely on what’s kept on spreadsheets or in people’s heads, we risk valuable relationships being lost.

A CRM keeps track of all client touch-points despite changes within your company or theirs.  Providing a place to refer to when you need accurate information to make informed decisions.

In today’s changing environment when your business depends on making the right decisions, you can’t afford anything less than the best data. 

Even the best CRM software can’t stop bad data from finding its way into your database:

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1. People make mistakes 

 

2. Records become out of date

 

3. Webforms can confuse customers
If we rely on what’s kept on spreadsheets or in people’s heads, we risk valuable relationships being lost

A CRM keeps track of all client touchpoints despite changes within your company or theirs. Providing a place to refer to when you need accurate information to make informed decisions

In today’s changing environment when your business depends on making the right decisions, you can’t afford anything less than the best data. 

However even the best CRM software can’t stop bad data from finding its way into your database:

  • Company Name
  • Phase
  • Lead Source
  • Competitors
  • Lost Reason
  • Estimated Spend
  • Type/Industry
  • Region
  • Company Email
  • Company Notes
  • Account Manager
  • Sales Rep
  • Branch
  • Rank

Old leads can be archived or moved to a follow up in the future phase to enable a more accurate view of your sales pipeline

The ranking of customers ensures you show your most valuable customers the love they deserve 

The contact details of the decision-maker in an organisation are vital to winning business. Regularly reviewing key contacts ensures you are always speaking to the right person 

Accurate lead source tracking enables you to focus energies on the channel to market that delivers the best sales results 

So whilst you can’t prevent bad data from finding its way into your CRM database, you can take steps to minimize it. 

By setting a regular data cleansing schedule you can keep email lists clean and organized to effectively target key market segments

Accurate data can save your organisation time and money, boost your employee trust in your business systems and provide a better customer experience to generate more sales 

So what are you waiting for ?