Ways To Improve Crm Data Cleanup
If you’re in CRM data for a while, you probably have realized that CRM data is not always clean and pretty. There is so much redundant or incorrect data in the CRM system, it can be seen as an opportunity to improve CRM data quality. In this article, we will discuss five ways to clean CRM data from different CRM data issues.
The reason CRM data is not always clean and pretty is that CRM data is typically created from different systems, most likely spreadsheets or manual entries.CRM systems can also have various CRM data updates, for example changing a CRM record owner, adding CRM tags/CRM notes etc.
CRM data cleanup is challenging because CRM data quality requirements are typically different for different CRM users, so it is difficult to find a CRM data cleanup solution that will improve CRM data quality in all areas.
Another important thing to consider when having CRM data is how you can be assured of CRM data accuracy and CRM data consistency, CRM data quality is not only the CRM data attribute you are interested to improve.
CRM data accuracy means that CRM data attributes must have correct values, CRM data consistency means that CRM data attribute values must be consistent with each other.
Five CRM Data Issues and How CRM Data Can Be Improved In The CRM Application
1. CRM data is collected from different CRM users.
It is important to have CRM data onboarding method for CRM system, one way to improve CRM data quality is to use the CRM data onboarding process, where the CRM user will fill out an information template, CRM data onboarding process improves CRM data quality by assigning CRM fields to CRM users and filling out CRM records with correct CRM data.
2. CRM record owner field is a metadata attribute.
It can be used as a CRM data quality indicator because different CRM users have different views on the same object. The CRM record owner field can also be a CRM data quality assurance because it is the CRM user who decides what CRM data values should go into CRM records.
The CRM record owner field can be beneficial when CRM data is used for management reporting because it will show which CRM users are responsible for certain CRM records.
CRM record owner field can be used as CRM data quality CRM data attribute CRM users must have CRM data they are interested to see/managing. A CRM system administrator should assign CRM records to CRM users based on the CRM user profile.
3. CRM tags help CRM users find CRM records faster
CRM tag is an attribute CRM users use to classify CRM records. CRM tags can be used as CRM data quality indicators because different CRM users will assign different CRM tags/CRM values to the same CRM record.
CRM tags can also be used as a CRMAssurance method when you want CRM data to be categorized based on CRM business rules. CRM tags can also be used as CRM data quality CRM data attribute users are interested in, for example.
If your CRM system contains CRM contact records you can have a CRM Assurance method so that CRM contacts with the same CRM tags will have similar CRM data. CRM tags can also be used as CRM data quality CRM data attribute CRM users must have CRM data they are interested to see/managing.
4. CRM notes is a metadata attribute
CRM notes will contain additional information about CRM records that cannot fit into the CRM record description field or it can be CRM Assurance. It is also a metadata attribute so it can be used as a CRM data quality indicator of how well different CRM users know about the same CRM records.
CRM notes can also be used as CRM data quality CRM data attribute CRM users must have CRM data they are interested to see/managing.
CRM record history is a metadata attribute that refers to all CRM record changes, including CRM data attributes value change and CRM user field attribution change. CRM record history can be used as CRM data quality CRM data attribute CRM users must have CRM data they are interested to see/managing. Read more here!