An effective CRM implementation can give vital data for your business. But maintaining a good one is also important and crucial to ensure up-to-date and accurate CRM database.
To create a seamless workflow process between your team and customers. Here are some best practices to maintain your CRM database.
1. Make sure to complete contact records
Before entering data into your CRM, make sure you have collected as much important information as possible for every lead or contact.
2. Implement standardized data entry and naming conventions
Proper naming convention in every data entered can prevent inaccurate information or insights and also make it easy to understand for all members of your team.
3. Scheduled data audits
Avoid getting your CRM cluttered over time. Having a regular monthly or quarterly schedule for data audit will help clean up your database – complete some incomplete data entries, remove outdated information, clean up your lead lists and more.
4. Real-time data entry
You might miss out on some key details or completely forget to encode in your CRM if you have the habit of delaying or postponing this task. Make sure to enter data right away and keep the information fresh.
5. Avoid Duplicates
Seeing duplicate information can be confusing and frustrating to anyone. Ensure to check and update existing records when you get new information about a lead or contact.
6. Indicate Lead Sources
Try to track always and indicate lead sources in your crm. Being on track where your leads are coming from can help you improve your team’s sales and marketing efforts.
Maintaining these best practices for your CRM database will keep your data accurate, up-to-date and help boost sales, improve customer services and grow your profits.