The central requirement for a successful CRM/ERP undertaking is the quality of the stored data. Data like the customer’s contact details are pivotal in any CRM system.
In this blog, our experts will shed some light on the data quality in CRM, its importance and how you can ensure that the data is worth your time and effort.
CRM Data Quality
Data quality is often understood to be just data accuracy. However, it’s more about the value it adds to your CRM goals. After making all the effort to enter the data, it’s pointless if the data is not making a difference to your business. Bad data makes it impossible to come up with a meaningful data analysis, eventually forcing your CRM plans down the drain.
Here are 5 aspects that you ought to keep in mind to ensure optimum CRM data quality.
Is your data precise?
To ensure the accuracy of data in your systems, it’s important to introduce a workflow to verify, enter and update all the CRM data right from the beginning. This can help businesses avoid situations where teams lose trust in the CRM database.
Struggling with incomplete data?
Incomplete data is a common phenomenon, but recurring incomplete data can become a daunting problem.
It is critical for businesses to identify data and understand the actions and processes needed for it so that teams are able to do their jobs.
Is your data distinct?
Duplicate data is a major challenge that most businesses encounter.
If you don’t have a process in place to combine and delete duplicate records, it’s better to avoid them altogether. Sometimes, if duplicates are mindlessly deleted, multiple incomplete records may arise as the information you need is spread across multiple duplicate entries.
It’s best to help your team with a seamless experience in dealing with data by fixing processes and eliminating duplicate data at the earliest.
Is your data secure?
Making sure that the right people have the right access and privileges to avoid creating a free-for-all database.
The main rule of CRM security is to give a user the access they need to ONLY do their jobs. Failing to do so can make it difficult for other people to do their jobs. Trust us when we say this.
Is your data up-to-date?
It’s always a good practice to periodically clean and organize your database. This ensures your data is accurate, unique and updated. Also, make sure that you keep a check on obsolete information when you import bulk data.
Up-to-date data is about making sure that the information in your CRM is useable. All in all, what’s the use of tracking information when it isn’t of any use?
BONUS: Consistency is key!
Are all the email addresses and phone numbers in the same format in your database? The human brain works in a way that recognizes patterns in our information, and that’s the purpose behind uniform data presentation.
Consistent data creates organizational and informational rules that help teams process information and use it in CRM. It can get frustrating and confusing when your data isn’t uniform.
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