Databases are not all always effectively managed and completely clutter free. This is also one of the possible reasons for the fall in performance along with the waste in storage space.
We will focus on few of the essential tips that will help in cleaning the clutter in a CRM tool –
- Why non useful information a rising problem?
The problem with different CRM tools is that it can store huge amount of information at a time. Now, the most relevant question which arises is how useful it is and do your sales and marketing team know how to properly use the captured information? Making sure that your CRM tool comprises of just of the bare essential fields is the first and foremost step towards getting rid of clutter. It is suggested that there is no point of capturing non useful details such as pager number, fax number that is not going to be used.
It is believed that narrowing of CRM details you collect to the minimal amount of details you require from your customers help save time and also storage space. If you have opted for a hosted or on premises CRM tool, you will be needed to pay for the data storage you use irrespective of the usefulness of the data. It also helps in lowering the amount of labor needed to enter and also managing the useless data with the narrowing of the data fields count.
- Duplication of data
Duplicate data will be always be available and lead to clutter in a CRM tool. Lowering the duplicate details is one of the possible ways to lower the clutter in a CRM tool. Some of them are likely to have built-in features with the aim to lower duplication problem. It is believed that by avoiding the usage of nicknames and similar items can prove helpful in lowering the creation of duplicate data problem and clutter, both at the same time.
Moreover, updating the present records in place of developing new ones is a good way to lower the problem of redundancy. By offering guidance on periodic basis to the users about the different available methods helps lowering redundancy and clutter in the CRM tool.
- Different subtypes
Are you tracking your customers by the subtype? Organizing the subtypes in different data fields is likely to be another way for getting rid of clutter. If your team is keeping a track of the customers for different roles, making additions like a custom field for relating a contact to the various subtypes in place of a new entry in each of the subtype for the same contact will help in lowering the clutter in a CRM tool. This is one of the most practical ways of organizing the contacts within the same CRM tool.
One of the other ways to lower the clutter is by placing restrictions on which subtypes you add custom fields to since you can add more custom fields later.
Some of the most essential takeaway that a CRM tool can help a company with are as follows –
- Understanding the clients better.
- Bag more customers and also contracts.
- Raise the profit ratio and productivity levels.
- Lower the customer management costs.
- Uniting teams within a company.
Since, a CRM tool is an important and useful tool that should be implemented for any service/product driven business irrespective of the size of the business. The CRM continues to serve the same purpose in every enterprise that is organizing the customers, attaining sales targets, leads and also other relevant sales information needed to help a company increase their success rate.