Manage your CRM database
Company data is an integral part of any organisation, whether it is data gathered on customer profiles that your marketers use, customer service insights, product and/or HR performance information or supplier data. In current times, businesses are bombarded with such data, collected from a greater range of customer touch-points than before. It is important to identify which data is useful. Here are four tips on filtering your data so that you can improve customer interactions:
- Planning
Analysing current outcomes will help to formulate an efficient strategy and systematic plan of action for capturing data. With a plan in place it is much easier to then determine how the existing data management practices are performing and identify any process gaps that should be addressed. - Consolidation
Consolidating data will create an all-rounded view of the customer and makes working with customers more efficient and thorough. Having one view of all the notes and updates regarding a particular customer will help personalise customer interactions and earn credibility with the customer for always appearing to be on-the-ball. - Data Quality
Filtering company data provides an opportunity to make your data consistent, resulting in the data being more useful and approachable to sales teams. The golden rule to remember is quality over quantity. Having tons of data is pointless if the quality of the data is poor. How you choose to use the information is what counts. - Automation
A CRM solution that automatically processes numerous customer records daily will help sales teams identify potential opportunities more efficiently. With a CRM automation tool, all applications, processes and systems are connected and automated, simplifying the sales process with just one notification at a time.
Organisations need to have a firm grip on the basics of data management. If not, you will struggle when it comes to delving deeper into your customers’ characteristics, behaviours, needs and expectations that ultimately contribute to the their journey with your organisation.
