You cannot use CRM to its full potential with a poorly maintained database. It will only yield disappointing, unproductive results for your business because it will hinder your marketing campaigns and sales. But you can definitely avoid this by taking action. Here are some simple practices that can assist you maintain the best CRM data possible and get the most out of it.
Be selective and avoid incomplete data.
A CRM account requires you to fill in numerous fields but you can still narrow it down to few important fields such as name, address, phone number and email address (of which should be mandatorily provided by prospects or clients). Add only what you need. Make it a point to exclude unnecessary details on sight and address any missing information. In this way, there’s not much to weed out and you don’t have to go through the entire database to look for what’s missing when you do some general cleaning.
Validate the data you have gathered.
Configure data validation regulations, limitations and routines in your CRM system. Doing this will enable it to operate on a secure, accurate, convenient and valuable data.
Label and segment every data you upload.
From what source did it came from? What campaign does it belong? Whose lead it is? You probably won’t answer these questions without labeling and segmenting your data. Remember to do this when you put a record in the CRM system for easy pull out of information.
Merge Duplicated Records
When you come across duplicated records, do not erase either one of them. Instead, merge the information you found in these records under a single record. By doing this, you can ensure that no possible important information is lost.
Set security roles.
To avoid data being intentionally or unintentionally edited or deleted and losing important information, manage the security privileges of staffs who can reach or edit information in your CRM.
When you manage your CRM appropriately from the start and maintain that. A quality database isn’t so impossible.