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Kalpana Arya
Kalpana Arya 11 August 2017
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5 CRM Tips for an Effective Data Management

Find out about different ways to manage CRM data and get the most of this innovative business technology. Here’s some tips for improving the quality of CRM data and work effectively towards fostering business relationship with customers.

A CRM software that is populated with outdated contact information is of no use for a thriving business. With sales staffs wasting their time on wrong contact information, the efforts are most likely to go in vain. Also, email campaigns can get directed to wrong IDs, leading to failed marketing campaigns.

Issues related to inaccurate data directly impact the bottom line of a business, so recognizing and addressing of data issues is important. Resolving data issues on time is key to the sustained success of a company. As customer-related data keep changing frequently, regular data update is the only way to sustain.

Here’re the tips for improving the quality of CRM data and work effectively towards fostering business relationship with customers.

Tip #1 Automation of Information Update

Entering data manually is a tiresome task for any employee. Also, manual data entry leads to the lack of data accuracy. When employees enter CRM data in a hurry, chances of errors are high. And, the monotonous task of data entry further leads to the loss of their significant time. With the automation of CRM data update, users can benefit from the automation process that simplifies the data entry task. Data can be derived from different sources, be it email or social media, and can be organized at a single platform. With automation, employees just have to validate the data and not type in every information manually.

Tip #2 De-Clutter the Database

The scalability feature of CRM software makes it possible to store as many data as you can. But users should stick to the essential data only, and filter out unnecessary data that will just create the clutter. With a CRM software, tracking any form of data is important. But it has to be done prudently, so that users don’t track everything and end up with a messy data to deal with. Take care of only those fields, which are mandatory to move the business forward smoothly.  

Tip #3 Keep Your Data Up To Date

Customer-related data become relevant quite soon. Also, users end up adding up irrelevant data, no matter how hard they try to fill only important fields. Keeping these scenarios in mind, it’s important to keep your CRM data up to date. Businesses need to clean data as an ongoing routine to ensure the effectiveness of every sales and marketing campaign. Many of the CRM software come with the important feature of automated de-duplications to de-clutter and update data. With hosted CRM software, third-party vendors can pro-actively manage de-duplication.

Tip #4 Keep Track of the Last Review Data

You can constantly update CRM data with the help of the “last reviewed” field. When you tag every customer contact information with the date of last review, you can easily get rid of those data which are too old. Users can set a timeline for CRM data, so that an automatic update is sent as soon as a particular customer information reaches a certain age. Further, by nominating a data enforcer, businesses can ensure CRM data cleanup and achive higher data quality.

Tip #5 Use Data Enrichment Tools

With the help of data enrichment tools like SugarCRM Hint, users can scan the web to get updated information about existing customers and the prospects. Such tools can help businesses in getting fresh and accurate data for effective marketing campaigns. To keep data up to date, businesses can track every possible source, be it social media platforms or emails for an updated contact information.

No CRM software provides completely updated information, and the onus lies on users to pick relevant data and get rid of unrelated information. With effective data management, businesses can grab every market opportunity and sustain the growth momentum. 

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