The process of getting a new CRM can be an incredible thing, however one thing that rings true, like any technology it’s only as good as the user that uses it.
- Not Scrubbing CRM records regularly enough.
No telling the amount of entries you’ve got flowing into CRM daily, it will rapidly become worse over the months if users won’t continuously replace and clean records. Things like change of names, activity status,contact details; all of those have to be simply 100% accurate. If you don’t need to risk dropping contacts from incorrectly entered data, then cleaning and having an organized CRM is important.
It shouldn’t cost you tons of money to wash the content. Use an awesome mix of online tools linked to your CRM, that will essentially guarantee that your customer records are ready & clean. If you assign one user on your Team to spend just one hour each week cleansing up, the money you will save in the long run will be astronomical, saving you the nightmare of having a cluttered CRM.
2. Not Classifying Information.
The more data you have on the CRM, the more critical it is for accurate statistics. If you don’t try this then the records will become extremely hard to use effectively. For instance, if you want to send an advertising email to a certain contact in a record, how will you do this? The easiest way is to get everybody that adds records to the CRM to categorise them in accordance to a Master list which could be something like this:
Marketing
Senior Management
Location
You make the category what you want them to be and then make sure the CRM user adhers to adding the record into the correct category. Your CRM is your business ‘bible’ and the most effective tool for controlling the arrangement of your data. A powerful tool because Good CRM control and thorough education can save you tons in the long run.
3. Multiple entry madness.
Client Data and records are best kept in one place. If an un-tidy user opens up and adds multiple records, this leaves your CRM widely open to misuse and wasted time, not to mention potentially causing long term issues for other users and reporting features along the way. The golden rule is to simply have one supply of statistics access for each user or department. Before new records are added to the CRM, users have to perform a search to ensure that there are not already duplicates in the database for that specific client. Anyone that does not do this and finally ends up creating duplicate data with crucial records relating to calls, discussions and visits – as well as order – entered into the wrong area must be reminded so next time they search before they enter.
[elementor-template id=”3635″]
Free CRM Guides
CRM software requirements template
120 popular CRM software modules and features to kickstart your requirements
[elementor-template id=”3803″]
What should be on your CRM demo script
Top10CRM.com December 22, 2019 CRM demos are a high-quality…SELECTION
Top CRM features: 9 sales professionals have their say
Top10CRM.com December 22, 2019 When choosing new software program,…SELECTION
CRM requirements gathering: your complete guide
Top10CRM.com December 21, 2019 Defining your CRM necessities accurately…SELECTION