Marketing professionals recommend several criteria for identifying contacts that can be confidently deleted from the CRM
Posted: Mon Dec 23, 2024 9:31 am
A dirty CRM (customer relationship management) system can be a real hindrance to marketing, sales, and service teams. When needed information becomes unusable due to a buildup of errors in your records, productivity is impacted by everyone involved.
The worst part? It's unavoidable.
Leads don't fill out forms on your website correctly.
Business development reps add contacts to your database based on the information they have.
The marketing team collects data and adds it during contact nurturing.
Sales reps contact leads—sometimes multiple times—and add data they collect on calls.
Data is added to your CRM with every interaction, but not always in the right format or in the right place.
As a result, you need to clean it up. After all, you need a single thailand code phone number view of your customers. But where do you start? What problems should you focus on? Which ones can you ignore?
Figuring out how to make sense of your database is a time-consuming and expensive process. To help you do this, we partnered with Databox to ask over two dozen marketing professionals for their recommendations on the most effective way to clean a CRM database.
Unfortunately, we discovered that the problem is bigger than we first thought.
More than 55% of respondents clean their database weekly or monthly.
The worst part? It's unavoidable.
Leads don't fill out forms on your website correctly.
Business development reps add contacts to your database based on the information they have.
The marketing team collects data and adds it during contact nurturing.
Sales reps contact leads—sometimes multiple times—and add data they collect on calls.
Data is added to your CRM with every interaction, but not always in the right format or in the right place.
As a result, you need to clean it up. After all, you need a single thailand code phone number view of your customers. But where do you start? What problems should you focus on? Which ones can you ignore?
Figuring out how to make sense of your database is a time-consuming and expensive process. To help you do this, we partnered with Databox to ask over two dozen marketing professionals for their recommendations on the most effective way to clean a CRM database.
Unfortunately, we discovered that the problem is bigger than we first thought.
More than 55% of respondents clean their database weekly or monthly.