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Making profitable business decisions often requires quick reactions and proactive action. In such situations, the key to success is having relevant and timely information available. That’s why they are often considered the biggest asset of any successful company.
Today good data management is unthinkable without a quality CRM. That’s why it is a good investment for the company. It will enable you to design effective marketing campaigns, nurture clients and opportunities, and close deals. But your sales and marketing success directly depends on the quality of the data you have. That is why it is necessary to maintain good data management practices. In this case, you will have accurate, reliable information that will allow you to make the right business decisions. But often, it isn’t an easy task. This guide suggests several norms of good practices that will allow you to improve your CRM data quality.
Update and clean existing data to improve your CRM data quality
To maintain quality, you must regularly update and clean existing data. Often, people fill in random information to avoid giving authentic information. Additional reasons why your CRM system may contain flawed details can be related to outdated data. Expect your contacts to change addresses, emails, or jobs. There may be a change of name due to marriage. Go through each data, go through each contact and then make changes. It will significantly improve your CRM data quality and keep your CRM up-to-date. And remember garbage in garbage out.
There are several methods to follow while cleaning existing data:
- Data filtering – remove any records that are missing information that you have determined to be critical.
- Run exception reports — Run a monthly exception report to identify records with partial or missing information.
- Use bulk editing – This way, you will save time as you edit many records simultaneously.
Make the system as easy to use as possible
Using your CRM effectively must be dependable and easy to use. If your team has negative experiences with it, they will resort to less effective but more straightforward solutions. Therefore talk to your team and find out if their user experience is positive. Is your CRM reliable in meetings with potential clients and partners? Does it load and save quickly, or does it crash? When you become familiar with its weaknesses, try to solve them to the greatest extent possible.
Significantly, your CRM is mobile-friendly. According to professionals at MoversTech CRM entering data on the spot and without delay will give you more accurate and valid data. You don’t want your team members to waste time returning to the office to enter and update data based on memory.
If you don’t use your CRM consistently and enter data irregularly and incompletely, you can expect to get inconsistent data from your CRM when you need it. If only part of your team is using CRM consistently and part isn’t, you’ll be missing out on some of the data, making it difficult to make sound business decisions based on inaccurate data. Use your CRM consistently and daily. Make sure all data is in one place. CRM can be confusing in some cases, which is why people avoid using it or enter data irregularly. That is why it is necessary to never stop training and coaching users and implement, as much as possible, a user-friendly CRM.
Input clean, reliable data from the start
Is the information you have in CRM both accurate and precise? How valuable is the data? Will it apply to your business practices? It would have to be. Otherwise, your team has no reason to trust the data. And once that trust is lost, it’s hard to get it back, even if you make improvements later. Try to create reliable procedures for verifying, entering, and updating data from the beginning to ensure that your information is accurate and trustworthy. Familiarize all team members with the fields in CRM that they must fill in for the data to be applicable. Automated entry of contact information further simplifies the process because it sets these standards for you, thereby reducing the possibility of human error. For instance, CRM with email automation for movers will save time entering data. The entire team must commit to strict adherence to data entry procedures.
Segment your data
Data segmentation facilitates data reading and analysis. In doing so, it is essential to have quality data obtained from several channels to eliminate the risk of bias.
Data segmentation allows you to:
- Quickly find potential clients with similar profiles
- Increase the efficiency and adaptation of marketing strategies to your target groups
- Reselling to current clients
- Use commercial databases to find new clients.
Use Leads Area
Within almost every CRM system, there is a lead area that allows you to enter data that you have judged not to be of great value at the moment, but we feel that it may be usable in the future. This data is separate and cannot compromise the quality of the data in the system. It is an excellent way to manage the information you want to track but doesn’t want to create an account, contact, or opportunity out of them. Moving leads software will enable you to manage this data effectively.
Ensure uniformity of data display
Is similar information shown similarly within your CRM system? Does the display look uncluttered? For example, are all your email addresses and phone numbers delivered similarly? To what extent are customers’ info presented clearly and understandably? Have your information entered in the correct fields. All of these issues can significantly affect the effectiveness of your team. Uniform data creates organizational and informational rules that help your team process and use that information in your CRM. But if your data isn’t uniform, it can be unclear and increase the time it takes for your team to spot necessary data.
Data is a significant asset in the modern economy. It makes your CRM system a vital business resource. Without it, it will be impossible for you to properly analyze the market, nurture potential clients, and close deals. That is why it is substantial to maintain good data management practices. It is important to improve your CRM data quality since only quality data and analysis will allow you to make clever and safe business decisions.