Ideas For CRM Data Cleanup
If you’ve ever worked on CRM data before, you know how hard it can be to make things look nice. CRM data is all over the place and sometimes it’s really difficult to fix and clean up. CRM typically stores information about users like first name, last name, email address, etc. CRM also stores a lot of information about their contact information like phone numbers, email addresses, home addresses and more. CRM is supposed to make your life easier but sometimes it doesn’t help much with the data cleanup since the CRM system expects you to enter information in very specific formats. If you need CRM data cleaned up because an employee left or was fired, it could be very difficult to fix CRM data.
Now, CRM data can be cleaned up and fixed to look nice and professional. CRM data is typically used for CRM purposes like keeping track of contacts and leads, but CRM data can also be used to keep track of all your company information that’s normally kept in a binder or in your email software. CRM data can be cleaned up with the right tools and some effort by you or another CRM professional. Fixing CRM data is no easy task but it’s possible to help CRM data look better than before.
When CRM data gets cleaned up, it becomes much easier for your salespeople to use CRM data since CRM data is typically used to store sales leads. CRM keeps track of all the information you need about your sales prospects and it saves time for your sales team. CRM can also be used for other purposes, like keeping track of contacts that are already clients or keeping records on how many times a contact calls you back.
This article provides five ideas to consider when undertaking CRM data cleanup.
CRM data cleanup must comply with CRM software and CRM system requirements.
CRM data that is copied from one CRM system to another CRM system should not be deleted in both systems when CRM data cleanup is undertaken.
CRM data that has been copied from one CRM system to another CRM system should be removed from both CRM systems when CRM data cleanup is undertaken.
CRM data that is inaccurate should be removed before undertaking CRM data cleanup.
CRM data in a non-relational CRM database can be cleaned up by CRM data cleanup software, CRM system admins, CRM developers, CRM database administrators and CRM database designers.
CRM data in a relational CRM database can only be cleaned up by CRM data cleanup software, CRM system admins and CRM developers.
“CRM data cleanup” refers to the process of deleting CRM data that is no longer needed and/or relevant, while ensuring that CRM data remains complete and accurate. CRM data might be identified for CRM data cleanup based on having reached a certain age, or based on CRM data with specific criteria (e.g., CRM data where there is no activity within the last two years).CRM data cleanup can also refer to removing CRM data that has been copied from one CRM system to another CRM system, or CRM data that is duplicated in multiple CRM systems. CRM data cleanup can also refer to CRM data that is inaccurate (e.g., CRM data where the address details are not correct).
The process of CRM data cleanup varies depending on whether CRM data is being removed from CRM software or CRM databases. CRM data can be removed manually (e.g., CRM data that has been identified for CRM data cleanup, but is not required). CRM data can also be removed automatically if the CRM software supports this capability. Click to read.