Your CRM database is filled with important information and customer data. It is important to maintain accurate data and cleanse your CRM data occasionally for optimal sales conversions. There are a few methods and tips that any business can use to cleanse their CRM data and ensure that all information is accurate and correct.
CRM database cleaning is about analysing all your customer and lead data. Identifying lead and customer data that is corrupt, old, or incorrect needs to be adjusted or removed. Regular CRM database cleaning empowers sales teams with security to ensure that the data available
3 Tips for cleaning your CRM database:
1.Remove duplicate information:
Duplicate information can happen, especially when different members in a team input the data differently. A tip to clean your CRM database is to filter through all the information and merge the duplicate information or delete one of the duplicates. By merging duplicate customer or lead information, you free up space in your database and eliminate unnecessary information at the same time.
Have the ability to analyse all CRM data and remove duplicate information for effective usage of your CRM database. Increase organisational productivity through the removal of duplicate information to ensure that all conversations and conversions are linked to the correct contact information.
2. Archive old data:
Old data wastes a lot of space on databases. It is essential to archive old CRM data within your database. Ensure optimal storage space in your database by archiving old data or deleting the old data from your current database. By archiving old CRM data, you ensure that you still have access to it in the future when you might need it.
Archiving old CRM data offers increased processing time and faster information look up time. Keep important information in archives to prevent any critical data loss with regular data archiving. Keep your database up to date with relevant information by archiving old data.
3.Update current data:
Cleaning up your CRM database is also about cleaning up lead and contact information to show the latest information. Updating current CRM data ensures that your database is accurate and clean. Lead and contact change work places, addresses and contact details. It is important to update information of all contacts and lead to ensure optimal marketing campaigns without having a bounce rate.
It is important to keep your database clean by deleting duplicate information, archiving old data and regularly updating current information. CRM Apps offers businesses the ability to automatically merge duplicate information through innovative technology. Receive alert notifications if there are any duplicate information to ensure that your database only contains accurate and singular information.
Manage all your leads and contacts in one centralised location with user-friendly software for effective data archiving and updating for optimal database usage. Manage and clean your CRM database effortlessly through CRM Apps.
