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CRM Data Cleansing & Decluttering 101

on January 16, 2018

Introduction

A lot of emphases is usually placed on the cleanliness of CRM data, but many people still do not know how to go about it. In fact, many people do not know what can be classified as unclean data. The importance of clean CRM data cannot be overstated. Unclean CRM data can be in the form of data duplicates, incomplete data, disorganized data, etc. Any form of unclean CRM data should be avoided as it can greatly cost your business. In this post, we will tell you the basic things you need to know about CRM data cleansing and de-cluttering, ensuring your CRM data is up to standard. But first, why do you really need to clean your CRM data?

 

Why you need to clean and de-clutter your CRM data

Customers’ data is the backbone of any business. Your customers’ data dictates how you interact with them and how you plan your business. If you have messy or clumsy data, you would not be able to make the best decisions concerning your customers. If you have duplicate data, it is almost certain that multiple sales resources will be assigned to the same customer. Duplicate and inaccurate customer data could also lead to inaccurate forecasts and predictions for your business. There is also a possibility of loss of reputation amongst customers. Messy CRM data can also affect you within your organization, as CRM employees could become unproductive and disgruntled. You need to avoid all of these by maintaining a clean CRM database.

 

Tips on cleaning and de-cluttering your CRM data?

  • Prevent messy data by educating employees: The first thing to do about cleaning and de-cluttering your CRM data is to try to prevent messy data. This can be achieved by setting clean data policies and educating your staff about the effects of unclean data. Once everyone is proactive in avoiding messy CRM data, its possibility will be reduced.
  • Have standard templates and styles in your CRM database: Another thing to do is to have templates and styles for inputting CRM data. For instance, customer’s address may be required to be entered as “Building Number, Street name, Town, State, Country”. This will ensure that every employee is on the same wavelength and there is a reduced likelihood of unclean data.
  • Make sure to complete missing data: In CRM tools, there are many fields of information to be entered about a customer. It is important to keep complete records of customers. Believe it or not, but incomplete data is a form of unclean data.
  • Take time out to manually check database: It is important to set aside time to manually check for duplicates and other forms of unclean data. No matter how we try to be careful, there is always the possibility of mistakes. Regular manual checks will help detect unclean data.

 

Conclusion

There are several other things to take note of when looking to keep your CRM clean. We have provided you the basics of data cleansing and de-cluttering. With these tips, you can be sure to stay ahead of the pack with clean CRM data.

Rahul Varshneya is the co-founder of Arkenea, a custom software development company that builds custom mobile and web apps for entrepreneurs and enterprises. Rahul has been featured as a business technology thought leader in numerous media channels such as Bloomberg TV, Forbes, HuffPost, Inc, among others.