The Importance of Database and CRM Management
A CRM database is the main source of all your company’s prospect and customer information. It provides marketing and sales teams with one source of truth, making it easier for them to manage, organize and utilize data to create the perfect customer interaction.
A well-designed CRM can provide a rich understanding of a client’s interests and purchasing habits. This allows sales and marketing to send messages that are more specific, increasing conversions.
However CRMs are only as good as the quality of its data. If the database is messy, poorly organized, or contains inaccurate or outdated information, it can be difficult for employees to locate what they require. The ideal CRM will have tools that minimize the risk of data being dirty. This means automating as much of the entry process as you can to limit errors caused by human intervention. Regular data audits are helpful.
The training and structure of the users can also influence the quality of the CRM data base. No matter if your team is using simple spreadsheets or an advanced CRM platform such as Pipedrive you must learn how to utilize the database correctly. It is ideal for your CRM to include a training program that will teach your team how to optimize the tool for your business needs and sales lifecycle. If you have an online store, for example you could offer your team access to the Pipedrive Academy, which offers tutorials and demonstrations.
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