Is your weekly cleaning done and over?
Well, as one of the most popular vendors of the best small and medium business CRM software in the cloud-based CRM space, we
guess not.
This is because while you may feel frightened to think about the overflowing inbox with respect to your emails, another area that can yield substantial profits from a bit of squaring up is your CRM database. Since if you do not stay on the top by sorting the CRM data constantly that you keep collecting inside your easy to use CRM , it can very soon become overwhelmingly unorganized.
Hence, why not take a weekend and spend a few hours with
your easy to use CRM and ensure that
your CRM database is in shape so
that you can stay efficient and organized that results in revenue and business growth .
Irrespective of whether you use a robust enterprise-level
CRM or any other Salesforce Alternative
CRM software, these tips should help:
1. Sort Through Customer Contacts
It all happens this way- you enter customer-related information
in the CRM and another of your employees enter a new record for the same lead
or customer. Now you have got duplicates, which makes it harder to find the
right data and other notes around the customer.
Hence, spend some hours sorting through the list of contacts
in your CRM database to get rid of
redundancies, identify duplicate entries, de-dupe the information inside the
database, and consequentially make it convenient and speedy to find what you
need at the right time.
2. Update Customer Information In The CRM
Database
You do bear in mind squirreling away an email that a
customer sent you three months ago, with his new address, nevertheless, you
never updated that in your CRM records.
Hence, if it is really so, now it is time to do it. Even though it may
take a little longer to view and read through each and every customer data in a
CRM, nevertheless it is an activity that is worth doing since performing this
exercise will help you and your organization in the long run.
Additionally, for any consumers of your offerings that you
have not conversed or interacted for a certain time, make sure their email
addresses and the links in their files are still working and let this be a
great reason to see how things are going as part of your weekend-cleaning
agenda.
3. Stay On Top Of Events
Irrespective of whether as a startup organization using your
best small and medium business CRM
software or a multinational organization with offices and employees spread
across the world sharing information with your team members is especially
crucial if you are not the only one using your easy to use CRM system- and that even includes events.
You got an urgent sales call and you need one of your sales
reps to participate? Make sure all similar douse-the-fire situations go on the
calendar and that he is available.
Encourage your sales team members to update their calendar
to reveal their sales activities, so that you can see at-a-glance, what is going
on in your organization.
4. Make Certain Emails Are Affiliated with
Contacts
Most cutting-edge business growth technology solutions like CRM makes it easy to attach email chains
with contacts as per their email addresses. Therefore, make sure you have the
right email address of your leads, prospects, and customers in your easy to use CRM software.
Since being able to log into your CRM and view pertinent
emails saves you the hitch of laboring through your piled up email records.
5. Tag Every Records Smartly
Another feature that even most Salesforce Alternative CRM is proud of are - ‘tags’, which help you
to stay organized based on any criteria that you consider important for your
business. You can tag your files in the CRM
database by demography, association, their interests, industry and job types,
and others. By which you can conveniently sort the type of contacts you want to
reach for performing a given task.
Takeaway
While this week weekend-cleaning is your alibi right now to
organize your CRM database to make
it more effective, do not take months to do it once more.
Hence, as a piece of end advice, we would suggest you put
this activity as a recurring event in your calendar for a bi-weekly check to
look at duplicate entries and update information in your easy to use CRM platform.
This way, you will not only always find the most relevant and recent information in your CRM database, but cleaning your CRM platform’s database on a regular basis will even set your business up for success in the long run.
