Your CRM is home to some of your company’s most valuable information, i.e. the information about your existing customers, prospects, and leads.
The data stored in a CRM is invaluable to sales and customer service professionals, but only if it’s of high quality and up to date. The sad truth is that more than 25% of data within a given company is likely flawed, according to Gartner.
Sure, most people probably don’t particularly enjoy data entry and might even consider it a waste of time, but inputting your data—and complete data—into your CRM upfront will likely save you time and resources in the future.
So what are some things you can do to help improve your CRM data?
1. Enter your data in real-time (or as close to real-time as possible).
You don’t want to wait until the end of the day to log interactions you had with a prospect during your morning sales meeting. It’s completely normal for people to forget things, and by entering your data in real-time, you can avoid potentially leaving out valuable information. We’ve made updating your CRM even easier thanks to our native mobile apps. Now you can update your CRM virtually anywhere from any device.
2. Remove duplicate records.
Having multiple records for the same contact can not only skew important data, but it can cause inconveniences for both sales reps and the customer. Try to identify duplicates and merge the data together, creating only one record for each customer. This will help ensure that the insight that you’re gathering from your CRM is accurate and effective.