CRM Data Management Best Practices

Do you know the CRM data management best practices? If you are interested to know more about that, this article is a great help for you.

CRM Data Management Best Practices

Managing CRM data is a serious project. You need to be very careful about the quality of the data, otherwise, you will lose your credibility and business. Proper CRM data management can make sure that you stay in business for long.

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It is also important to know the best practices of CRM data management. You need to know how to manage your data in a more efficient way. Here are some of the best practices of CRM data management:

Make a list of all your records

The first thing that you can do is make a list of all your records. This list must include the fields, their type, and the name of the field. The first step to managing your data is by knowing your data in detail. Therefore, creating this list will make it easy for you to understand where you stand with respect to your data. This will enable you to make better decisions in managing your CRM data. You also need to keep this list updated as per changes in the database.

Create separate tables for each organization

If you have multiple organizations, it is necessary for you to create separate tables for each organization. Under each table, create a separate table for each business division or sales territory. In this way, it will be easy for you to know which records belong to which division or territory. You can easily manage these records separately from other records in a better way. This also makes sure that there are no conflicts among these records as they are managed separately in different tables.

Use custom fields

Make use of custom fields instead of using standard fields like an ID number or account number wherever possible. Custom fields are more flexible and therefore more useful than standard fields because they can contain more information than standard fields like currency, date, etc. Make sure that there are no duplicate values in custom fields and standard fields because this will result in duplicated records which are not good at all as they can lead to wrong results and incorrect analysis of data by those who use this data within the company itself or outside too

Update frequently

 It is necessary for you to update your database frequently so that it remains updated with the latest information available to you at any point in time. You need to update your database on a regular basis. This can be a weekly or monthly routine depending on the type of business that you are involved in. By doing so, you don’t have to worry about data becoming obsolete or inaccurate because it will be updated regularly by you. It is also necessary to update the data when there is a change in the structure of the table or any other modification related to it. 

Set reminders for updating data

It is also good for you to set reminders for updating data. Sometimes it happens that we forget to update our database regularly and these reminders will help us to remember this task easily. It is very important to update your database on time so that the information available to you is always up-to-date and therefore more useful.