CRM Data Cleansing: How To Clean Up Your Customer Database

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CRM Data Cleansing

So here you are, ready to work but you are immediately dragged into a loophole of irrelevant, outdated customer data that is messy and serves no purpose. Such loopholes aren’t favored so the next logical thing to do is to go through a Mass Data cleaning because almost all information’s regarding your company, all the ins and out of your customer-related data are being stored in the CRM system and you possibly can’t afford to lose any of the data. Having a cluttering CRM database will automatically question the credibility of your organization.

Studies have shown that almost 30 percent of company data becomes irrelevant every year for more reasons than just one. When a company goes through an upgrade, be it changes in revenue or hiring of new people, or simply shifting offices, what happens is that during such times, a lot of new data’s are getting entered into the system which leads to errors and hiccups almost making it impossible to find some important files. So with all this, CRM data cleansing becomes a necessity.

What is CRM Data Cleansing

CRM Data Cleansing is the process of cleaning out all irrelevant, corrupted CRM data records from a set and making space for accurate data entries, which becomes an advantage for your marketing tactics and operations.
And further, it will help in maximizing your marketing branch while it gives access to beneficial customer information.

Cluttering will always be an issue in prospects and likewise, the longer bad data prevails in a system; the longer will be for the sales cycle because it is left with all the tasks and information that has zero percentage in speeding up the work. Without a daily data cleaning process, it allows problems to permanently stay. It affects the sales and marketing team more than other sectors because the sales team puts all their faith into the CRM data to be at the top of their game as far as sales opportunities are concerned. So with a slight mishap such as the inaccuracy of data or outdated and worn-out information automatically leads to good sales going haywire.

“ Sure, CRM deals with Customer Relationship Management. However, we forget that it also concerns Prospect relationship”
– Darnell Bobby, Time for the Dervin-Large Living in Geiggity ville

A healthy CRM data cleansing helps salespeople in finding new projects easily rather than breaking their head over outdated prospects. We are already aware that marketing campaigns are only successful with a solid database so improving the quality of a database is a sure success rate. A clean CRM allows teams to focus on leads that are correct rather than wasting time checking on wrong mails or even calling wrong names while making some calls.

How do we clean the customer Database?

Anything that requires cleaning is always time-consuming, especially when it is done manually, it can be a lot of work depending on the size of your CRM list. Luckily enough, outsourcing and automating data cleansing comes into play, releasing the burden of your company.

Regardless of which way of cleaning you are ought to take on, it’s a must to understand the process of data cleaning and the steps that follows it.

1.    Clear out Duplicates

There are so many ways that duplicates can end up in your CRM system. Either more than one team player has entered the same data or a newly appointed member did it, or you might have imported new data but it hasn’t replaced the old records. So it is important that you clear out all duplicates and once that is done, you should set up your CRM system to automatically block duplicates.

The reason why Clearing out duplicates is important because you might lose potential customers who are interested in your service and product if they keep getting multiple updates of the same offer from many different sources.

2.    Archive the old Data

Archive old data that are in your Customer relationship Management system because even though it may not serve any purpose, for the time being, you might need it for prospects. Certain data are for forever use and of importance, though their need changes according to what you are working with at the moment.

3.    Outsourcing for better CRM data cleansing 

Outsourcing is probably one of the better options to eliminate irrelevant data at a lesser time and with lesser resources. There are many data cleaning companies that offer data enrichment as well. Not only will they organize and clean your data, but also enrich your data by giving you more information about your contacts which will boost your marketing campaigns. Below are some reasons why outsourcing CRM data cleansing benefits your company

    • Saves Time

Data Cleansing is time-consuming work but it isn’t something that you can procrastinate about either. Having to validate every contact with your marketing team and sales team will lose you a lot of time plus resources when you can save those time for other essential work. SO this is when outsourcing becomes a very good option to consider. They do not only get the work done but also saves you from inaccurate leads.

    • Its Cost-efficient

When you try to manage your database, it will require you to hire more employees whilst paying for the equipment and software which in turn will cost you more. So outsourcing your CRM data cleansing to a third party is very cost-effective as well as better work guaranteed.

    • Professionals Working staff

As much as you are blessed with qualified staff, it still won’t be enough to get the work done according to your demands, so this is when Outsourcing comes into play with their in-house best data experts who will get the job done and deliver high-end data set.

4. Data Cleansing tools

While choosing a data cleansing tool, remember to get the ones that offer smart duplicate data detectors, data formatting, and data cleansing automation. While it is no surprise that you cannot prevent bad data from entering your CRM database, what you can do is prevent them by taking certain measures. For any marketing campaign to succeed, clean data is the first step to achieve them, and with automation and outsourcing your data, it will be easy to enhance your data sets. Click the link to know some of the popular data cleansing tools.

Final Thoughts

CRM data cleansing is not just a cleaning tool, it might be the bridge that stands between your company and its growth. The sooner you get rid of the obstacles such as duplication, overloaded data, inaccuracy entries, the faster it will be as far as the overall growth and performance of your company. Not only eliminating the unwanted dirty CRM data but it’s more of optimizing better quality and having efficient data always.