You’ve heard of spring cleaning, that time when homeowners everywhere tackle the accumulated grit and grime of wintertime to make their homes spring-fresh. We’d like to suggest a fall database cleaning that scrubs your data shiny and fresh, too.
It’s a smart idea to choose a time period each year to review your CRM database and clean it up so that you can start the new year with a sparkling, fresh data set. Some companies schedule data scrubs for the end of the calendar year, while others prefer the end of their fiscal year. Regardless of when you choose to clean your data, you should review and clean it regularly. A CRM system is only as good as the data contained within it. If your data contains errors and duplicates, poor customer relationships and excess costs can result.
If this is your first time cleaning your database, take heart. You don’t need a pail and a scrub brush. Instead, you need time and smarts to review your data, and some external tools and/or vendors, too.
Let’s get started.