3 Ways to Improve Your CRM Data
Updated: Dec 6, 2021
As a business owner, keeping track of your various clients, leads, and meetings can quickly become an administrative nightmare. Using a customer relationship management system, or CRM, is a great way to keep your data in one location for easy reference. That way, when a customer gets in touch with you, you’ll have fast access to records showing their order and contact history. However, the accuracy of this data is crucial – find out why and how to improve it.
The Importance of Accurate CRM Data
A CRM can help you to improve your relationships with customers and discover new leads – but only if you use it the right way. The accuracy of the data in your CRM can be the difference between delighting and disappointing a potential customer.
With data such as conversion rates, average sales, volume of sales, and more, there’s a lot of information contained in a CRM. If it’s not accurate, you could misquote a customer, leading to issues later on. Even something as small as a spelling error in the customer’s name can cause distrust.
3 Ways to Improve Your CRM Data
1. Use a Parsing Tool
If you already have data sitting around in other formats, such as the classic Excel sheet many business owners use when starting out, you could upload it into a CRM using a parsing tool.
Choose a good parser, you’ll be able to populate the CRM fields with the correct information without the need for manual data entry. Affinda’s parsing tool, for example, uses the power of AI to efficiently extract accurate data from documents in a number of formats. Whatever layout is used, the deep-learning neural network can detect the type of information and use this to populate information in dozens of categories.
2. Integrate with Other Software
If you’ve used a parsing tool to upload information into your CRM, the initial data will be highly accurate. Now it is maintaining the level of accuracy that could be a challenge for your company. Overcome this by integrating your CRM with other software. The less manual data entry you and your staff have to perform, the less likely it is that human error will affect your system.
For example, you could create a customer form that integrates with your CRM to automatically prepopulate client fields.
3. Data Analysis
Consistent data analysis and spot checking of information will enable you to pick up on any errors or outliers before they become an issue in your CRM. Check your average sales totals, new customers gained, and other relevant data points to check that the CRM is being used as expected. This will not only show you any potential issues but also help you to keep track of whether you’re hitting your targets or if there’s room for improvement in your business.
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