We all know CRM data is complicated, but CRM data cleanup can be downright confusing. CRM data cleanup adds a whole new level of complexity because you have to consider all the other CRM data in your CRM system before beginning because of CRM trends.
Think about it: CSV files are usually used for CRM data imports, and they can only pull CRM data from a CRM system. CRM systems contain a lot of CRM data. CRM data can be really messy and complicated, so CRM data cleanup is often needed to prepare it for importing into CRMs or other CRM-related activities such as business intelligence software.
So what does this mean? It means that before CRM data cleanup begins, CRM data must be consolidated so it can be used in CRM activities.
But consolidation is already a CRM activity, you say! Well said. But consolidating CRM data from multiple CRMs is not the same as CRM data cleanup because CRM systems contain a lot of CRM data that isn’t CRM data at all. CRM data can be general CRM information like CRM software updates, CRM application settings, CRM timezone settings and CRM installation paths. Many CRMs also contain non-CRM data like macros, templates, images and reports.
There are several different ways to consolidate CRM data into one CRM system. CRM data can be consolidated manually one CRM at a time, CRM data can be consolidated manually using advanced Excel functions, CRM data can be consolidated with CRM tools like CRM software or CRM applications, and CRM data can even be consolidated automatically by checking off checkboxes during CRM software installations.
If you’re anything like me, the CRM data in your CRM software is probably a terrible mess.
It’s full of duplicates, missing information, and just plain ugly records that no one wants to see or read about.
Well, fear no longer! Here are four tips to help you clean up your CRM data starting today.
1. CRM data cleanup tip #1: clean up your CRM data automatically
This one is a brainer really. Sometimes the simplest solution is the best. It’s easy to go back and make edits manually, but each edit you make can take forever because you have to find every single instance of the problem CRM record. This CRM data cleanup tip is to automate the CRM data cleaning process by using a CRM data cleansing tool. These tools can automatically find and delete duplicates, add missing information, and much more!
2. CRM data cleanup tip #2: cleanse CRM data with an excel file
Sometimes the CRM data cleansing tool doesn’t give you the results you want or it might not be available for your CRM yet. An alternative CRM data cleanup tip is to create an excel file with all of your CRM data in it, and make sure this excel file has at least two columns: one column with all of the records that should be CRM data and one column with all of the CRM data. Then, remove the CRM data from this excel file that shouldn’t be CRM data, which leaves you with a more manageable CRM excel file that has only CRM data in it.
3. CRM data cleanup tip #3: clean up your CRM data one group at a time
This CRM data cleanup tip is to clean up CRM data by grouping CRM data together. This allows you to focus on cleaning CRM data from a smaller number of CRM records at once, but it also means that you have to clean up each CRM record individually which can be very tedious.
4. CRM data cleanup tip #4: clean CRM data by CRM field
This CRM data cleanup tip is to clean CRM data by CRM field, which means that you’ll be cleaning CRM data one CRM field at a time. This can be pretty tedious, but it allows you to focus on CRM data that you think needs CRM data cleanup attention in your CRM the most.
Of course, data in CRMs is never perfect but by applying these CRM data cleanup tips, you’ll be helping to improve it so that it’s more presentable and retrievable for everyone involved with your CRM. There will be more CRM data for CRM users to work with, and fewer CRM user frustrations.