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Keeping CRM Data Up-to-Date and Accurate

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The last thing your business wants is inaccurate data. Customer data can teach you a lot about your audience, giving you a better sense of who they are and what they want. That, in turn, will enable you to significantly improve your sales and marketing efforts.

But all that is a moot point if the data in your customer relationship management (CRM) platform isn’t accurate. Inaccurate or out-of-date data can have the opposite effect, causing you to build your campaigns on faulty information and making them less effective at driving sales.

That’s why keeping CRM data up-to-date and accurate is important. But the question is, how can you do that? Keep reading for the answer.

The importance of keeping CRM data up-to-date and accurate

As we established a moment ago, inaccurate data can hurt your sales. Why is that? You use your data to make decisions about your sales and marketing strategies and determine what’s working well and what needs to change. Essentially, your customer data is the driving force behind your sales and marketing.

So, when you’re using accurate customer data, that means your marketing will be improved. The opposite is true, though, if your customer data is faulty somehow. You’ll look at inaccurate data, draw incorrect conclusions, and build ineffective campaigns.

The same is true of data that was once accurate but is now outdated. However, you can mitigate that problem by working to maintain data accuracy.

3 tips for maintaining customer data quality

There are a few different ways of keeping CRM data up-to-date and accurate. Here are three of the best methods.

1. Regularly clean and validate your data

The best way to ensure customer data quality is to regularly clean and validate that data. But what does that mean?

Data cleaning is a process where you comb through your data and remove any quality issues you find. Those issues include:

  • Inaccuracies
  • Inconsistencies
  • Formatting issues
  • Redundancies
  • And more

Datasets will often contain at least one of the issues listed above, and data cleaning allows you to discover and eliminate those issues. You should try to perform data cleaning before transferring the data into your CRM.

Customer data validation comes after data cleaning. It’s basically a final check before the data enters the CRM, intended to verify that nothing was missed in the data cleaning. You should also continue to perform customer data validation checks after the data is in the CRM.

2. Automate data transfers

Another way to improve your customer data quality is to automate the process of transferring your data into your CRM. When you manually move data from one platform to another, there’s a decent probability of human error. However, most CRMs are capable of automatically pulling in data.

When you automate the process, you eliminate that human error element. A piece of software won’t misremember or mistype data points because it’s pulling in the data directly. Plus, you can sometimes automate the customer data validation process, too.

As an added bonus, automating the process frees up your team to spend time on other, more pressing things. Plus, it’s just a faster way to import your data—manually copying it over can be time-consuming, but when you automate the process, it happens far more quickly.

3. Train your team on data management

The third major step to keeping CRM data up-to-date and accurate is to train your team on data management. The data is there for your team to use, but how do they handle that data? That’s for you to decide, but whatever it is, make sure it’s clear to your team.

Take the time to train your team on any data-related processes they’ll need to know. If you want them to import data manually, teach them how to do that efficiently. For team members who will work on data segmentation, outline what that process should look like.

With an effective training process for your team members, you can minimize their chances of generating inaccurate data. For example, you can prevent two team members from inputting the same data twice, creating duplicate data that could skew your analytics.

Nutshell is the perfect CRM to help you maintain accurate customer data

If you want a CRM that makes data entry and validation easy, look no further than Nutshell. Nutshell comes equipped with a variety of features, including sales automation and extensive data reporting, as well as access to our stellar customer service team, which can help you with any questions you may have.

Still not sure if Nutshell is the right CRM for you? Just check out our 14-day free trial today!

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