What are the best practices for CRM data quality and hygiene?

Maintaining CRM data quality and hygiene requires both macro and micro approaches. On a macro level, ensure your data management strategy aligns with overall business objectives, optimizing sales strategy and performance. On a micro level, focus on the accuracy and relevance of individual data entries, regularly updating and cleaning records. Demonstrate how high-quality data supports informed decision-making, identifying trends, and understanding customer behavior. Using a consultative approach, show how precise data usage enhances performance and sales strategies, driving ongoing improvement and growth.

One thing we’ve done to stop inconsistent input and typos, when entering data is stop entering data manually. We pull all of our data from other systems like ZoomInfo for example. That way all the input is standardized. Even if we have to enter, it manually will go to a source that has the data like LinkedIn, for example and import the data from there.

Keeping your CRM data up-to-date manually is extremely challenging. You'd probably end up needing a dedicated person to monitor & refresh regularly. A great way to automate updating CRM contacts is with an integrated tool like Surfe. It scans your database, scans LinkedIn profiles of your CRM contacts, and detects discrepancies. It then suggests new data - like job titles, company name, new email, etc, so you can update it.

Ah, CRM data quality... it's like trying to keep a toddler's room clean – the moment you turn your back, chaos reigns supreme. But, dont't fear! Here is my advises: 1. The "Data Detective" Game: Turn data cleansing into a thrilling mystery! Award badges and prizes to employees who uncover the most outrageous errors 2. The "Data Time Warp" Challenge: Encourage a bit of healthy competition by challenging teams to "travel back in time" and fix the most ancient and inaccurate records. 3. The "Data Whisperer" Award: 4. The "Data Superhero" Squad: 5. The "Data Doctor" Hotline 6. The "Data Confessions" Booth 7. The "Data Hall of Fame" (or Shame) let the data games begin!

Developing CRM software for healthcare, I can say a thing or two about maintaining CRM data quality and how crucial it is for effective sales and marketing efforts:) I suggest ensuring data hygiene by regularly cleaning and updating records, removing duplicates, and standardizing data entry formats. Implementing validation rules helps maintain accuracy, while regular audits identify and correct errors. Train your team members on data entry protocols and integrate automated data cleansing tools. This streamlines the process and minimizes manual effort, enhancing overall data quality and usability.