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Quality of data is one of the most important factors to be considered while choosing a CRM software solutions, but in actuality, factors like automation, reporting, control are given more importance than this.
A CRM software’s prime job is to ensure that the data fed in it is presented in a smart and interactive way, so that necessary actions can be taken. Quality data from CRM depends on many factors and this article will discuss about five ways to improve the quality of your CRM data:
Input data Quality
To ensure that important data is not left out, CRM users can put in ‘required’ alerts in the input screen and capture only the necessary stuffs. Data overload also leads to duplication, unnecessary information and wastage of time. The process of capturing and feeding only the important stuffs can be imbibed as a practice among the users to make the process faster and fruitful.
Data Gathering Process
For a customer-centric company, gathering data pertaining to customers is done through various means like surveys, form filling, feedback, online forms, interviews, etc. For your CRM to give best results, the data gathering process needs to be crisp. Basic information gathering process needs to be short, so that it can be fed into the system in a short time, as it makes it easy to integrate the collected data into the cloud CRM software solutions.
The biggest threat to data accuracy is the amount of data duplication that leaves the data inaccurate and redundant for future use. To avoid data duplication, all departments need to be brought on the same platform and should have access to information about every customer and flexibility to view and add further communication. This will help in smooth transition along with identification of any duplicate data.
Many times, it is not only the data that is fed into the system, but field activities too can have an impact on the data created in the system. Adhering to strict processes can make a lot of difference to the data while bringing down variable costs. Over and above, personal accountability should be practiced to ensure that employees stay extra careful while feeding data into the CRM system.
Regular Cleanup of Data
For your CRM software solutions to perform at its optimum best, schedule regular checkups to ensure data accuracy. Focusing on data optimization part during downtimes will help maintain a consistent and constant level of data quality for a long run.
Successful CRM implementation calls for significant efforts, time and money. Planning and following a defined process to ensure optimum data quality as well as consistency in maintaining the CRM system’s performance at optimum levels will help grow your business and retain your customers.