Keep Your Customer Information Clean, Accurate, and Up-to-Date
Spring is a time for renewal and refreshment. It's also an ideal time to give your CRM a thorough cleaning. An outdated and cluttered database can lead to lost sales opportunities, missed communications, and decreased productivity.
Here are some tips to help you get your CRM database in shape.
Remove duplicates
Duplicate entries in your CRM database can cause confusion, waste time and resources, and leads to inaccurate reports and customer communication.
Use your CRM's duplicate detection and merge functions to identify and merge any duplicate records. Doing so will eliminate errors and ensure that you have accurate information about your customers and prospects.
Update contact information
People change jobs, email addresses, and phone numbers. Make sure your CRM database reflects those changes. Use data enrichment services to fill in missing or incomplete information. You can also send out a survey to gather updated information from your contacts.
Segment your database
Segmenting your database can help you tailor your communication and marketing efforts more effectively. Consider creating separate lists for customers and prospects, or breaking down your list based on the products or services they've purchased. You can also segment based on demographics or buying behaviours.
Remove inactive or irrelevant records
Identify any records that are no longer relevant to your business. Inactive or irrelevant records can take up valuable storage space, clutter the system, and make it difficult to find the information that is needed. Moreover, outdated information can lead to wasted resources, as employees may continue to reach out to customers who are no longer interested in the company's products or services. Removing these records will make your database more efficient and effective.
Verify data accuracy
Verify that the data in your CRM database is accurate and up-to-date. Use data verification services to ensure that phone numbers and email addresses are valid and active. This will help you avoid communication issues and ensure that your sales and marketing efforts are reaching the right people.
Streamline data entry
Streamline your data entry process to ensure that information is entered consistently and accurately. Consider using drop-down menus and standardised formats for data entry fields. This will help you maintain the integrity of your CRM database and make it easier to search and segment.
Try Address Validation, Email Validation or Phone Validation to capture correct contact details on a form.
Spring cleaning your CRM database is an important step in maintaining an effective sales and marketing strategy. A clean and organised CRM database will help you make better decisions and achieve better results.