3 Questions to Ask Before Hiring a CRM Deduplication & Cleansing Consultant

on January 22, 2018

Like many enterprise software systems, your CRM may face data quality issues over the period of time. Duplicate data can harm your business to a great extent.

As you can’t play with the productivity and performance of your company, you should consider hiring CRM deduplication and cleansing consultant who can hold the responsibility of cleaning your CRM data efficiently and conveniently.

However, hiring a CRM deduplication and cleansing consultant can be a challenging task for you, especially if you are a newcomer to using CRM software.

So, if you’re looking to hire CRM consultant, don’t forget to ask him the following 3 questions to inspect whether he is competent enough for this task or not.

Do you have an affiliation with a particular CRM software company?

Analyzing the potential and proficiency of CRM consultant should be your first and foremost step. Like in every field, experience matters a lot in this area as well. So don’t hesitate to ask about the experience of a consultant.

Get to know if he has an affiliation with any reputable CRM software company. To examine the level of his proficiency, you may contact his current and past clients.

If you pick the experienced CRM consultant, it will surely avoid reworking on cleansing and deduplication process again and again.

An experienced CRM consultant should help you find the absolute CRM solutions for duplication of data. Since experienced CRM consultants are experts in resolving issues like duplication, they will help you save a lot of time.

Moreover, he can also train you or your team on various CRM technologies to preventing duplicates in the future.

On the whole, hiring an experienced CRM deduplication & cleansing consultant can make a substantial difference in your business output.

How are you Going to Plan My CRM Deduplication & Cleansing Process?

Being a responsible entrepreneur, it is important for you to know, which strategy and technique a CRM consultant going to plan for your CRM deduplication and cleansing.

Nevertheless, he should be flexible enough in his approach to provide data cleansing services. As the duplicates of records are the burning issue for your business, make sure consultant choosing the right method for CRM data cleansing and eliminating copies.

A consultant should take a look at your CRM system and analyze which is the major source responsible for data duplication and poor data. He should be able to know what is working for you and what is not.

Moreover, a good CRM consultant must have the ability to evaluate your expectation regarding success criteria, time frames, etc.

All in all, you should be able to work closely with a consultant.

How Reputed and Trustful are They?

Undoubtedly, you should finalize a candidate on the basis of service offering but it does not mean you will keep reputation back seat.

If a candidate has a strong standing in the market as a solution provider, it will give you more assurance that you’re going to get more quality service.

Make sure he has good skills, knowledge, and intelligence as well. Don’t hire a consultant until you are confident.

A good CRM consultant must be good in decision making and help you generate a better relationship with customers.

So, if you are looking for an experienced, skilful and trustworthy CRM  deduplication and cleansing consultant consider these 3 questions before you sign the contract.