7 Simple Steps to Improve Your CRM’s Data Quality

7 Simple Steps to Improve Your CRM’s Data Quality

Customer relationships are key to any business’ success. They can impact trust, reviews and your general brand image – all factors which ultimately impact sales and profit. So, if you haven’t looked into improving the quality of data in your CRM system, follow the seven steps below!

    1. Make Your CRM system the single source of data
      Make sure to integrate your CRM with other business solutions to ensure that your staff are all drawing from the same source of information that will dictate their actions in regard to CRM. This can streamline processes and encourage consistency.
    2. Collect as Much Data as Possible
      The more data you have on your customers, the better your staff can understand them and their needs.
    3. Ensure All Staff Understand the System
      By ensuring that your staff understand the system, you can ensure that everyone is using it properly. There’s no point investing in a system that nobody goes on to use, or that people go on to use incorrectly.

  1. Create a Data Management System
    It’s all good and well-collecting quality data, but your staff need to know how to store and manage it so that everyone can access it. Make sure the system is user friendly, allowing ease of access and encouraging engagement with it.
  2. Provide Ongoing CRM Training
    The more familiar your staff are with CRM, the better quality data they can pull. Ensure they always know your aims, goals and the processes you’d recommend to get there.
  3. Audit Data Regularly
    Regular data audits can clear out any unnecessary data and ensure that you only maintain quality data. This will make sure your staff are only checking in on quality sources.
  4. Segment Your Data
    Segmenting your data makes it easier to access, allowing you and your team to find data specific to the work you are engaging with.


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