SaaSy AF

#39 - Cleaning Your CRM Data: What To Do & How To Do It


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Cleaning up your CRM data can seem like a daunting task, especially if it’s been a little while since you’ve entered that realm. But regularly analysing your data and managing your contacts is super important in order for you to operate efficiently and retain the leads that offer you value.

So don’t look back now -- the fact that you’re reading this means you’re ready to put on those rubber gloves and begin scrubbing. And you can give yourself a pat on the back for coming to the right place to get started.

We’re going to keep things simple. There are 3 primary elements that you need to focus on and 3 key steps that you need to take in order to keep your CRM up to date and fully-functioning. 

Having an unorganised or outdated CRM can disadvantage your business in so many ways - it increases your risk of failing to contact your target audience or an important lead correctly (or at all), it can damage your brand reputation, you can lose loyal customers if your CX is poor, it can waste your budget by holding onto and, therefore, paying for contacts who are clearly uninterested, and can be a huge waste of your employees’ time. 

The good news is that these mistakes are easily avoidable. You can offer great customer experiences if you’re contacting the right people, in the right way, at the right time, in the right place, and for the right reasons. 

By keeping your CRM clean and up-to-date, your team will run more efficiently and you will be able to carefully nurture the leads that really matter.


If you haven't already, read the full article here:
https://blog.hurree.co/blog/cleaning-your-crm-data

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Thanks for listening! 


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SaaSy AFBy Aaron Gibson

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