CRM Data Cleaning Strategies for Accurate Customer Records

Inaccurate data can cause confusion and multiple members of staff will contact the customer.

Having clean data will help your staff know what the customer has previously done and work as a team.

More accurate reporting

Managers will look at the reports in your CRM to see how your sales, customers and opportunities are performing.

Inaccurate data and duplicates can cause problems, for example you could have double counted a customer as there are multiple entries of that customer.

Having accurate records will help managers make decisions based on accurate data.

Improved customer experience

Customers will enjoy companies that really understand what they need and what they have discussed.

Full information on your customers will help staff provide better support without needing to ask customers for the same information.

Less wasted time

Staff should be using their time productively. They should not be wasting time finding the same information.

Having an organised database will help you find the information quickly. It will also decrease any manual tasks.

Overall having accurate data within your CRM will help improve teamwork between different teams and improve your relationship with customers.

4. Common reasons for incorrect data

Understanding why the data will be incorrect.

Common reasons are:

• Incorrect data entry
• Incorrect Data.
• Typing mistakes, incorrect phone numbers and incomplete email addresses.
• This can happen if a high volume of data was being entered quickly.
• Duplicate data from various sources
• Often the data will come from various sources.

Customer information will be entered into various areas meaning duplicates will be added.

Outdated data

Over time customer information will change. The customer may be from a different company or their contact number has changed or new emails.

If the company hasn’t updated the information they will be using outdated data.

Inconsistent data

Sometimes data may be entered incorrectly.

Countries may be input as India and IND. Contact numbers may have different country codes.