{"id":828,"date":"2019-02-06T17:52:53","date_gmt":"2019-02-06T17:52:53","guid":{"rendered":"https:\/\/c1mdevsite.com\/360consultingdfw.com\/?p=828"},"modified":"2019-02-20T18:28:02","modified_gmt":"2019-02-20T18:28:02","slug":"five-approaches-to-cleaning-up-your-crm","status":"publish","type":"post","link":"https:\/\/c1mdevsite.com\/360consultingdfw.com\/five-approaches-to-cleaning-up-your-crm\/","title":{"rendered":"Five Approaches to Cleaning Up Your CRM"},"content":{"rendered":"<p>We&#8217;ve talked about <a href=\"https:\/\/c1mdevsite.com\/360consultingdfw.com\/category\/sales-training\/\" target=\"_blank\" rel=\"noopener\">how to help your sales personnel<\/a>\u00a0grow your business. But another way to help them is by making sure your customer relationship management software is organized. If your CRM system is inaccessible and out of date, it could be costing you. In fact, <strong>if not regularly maintained and monitored, it could be wasting<\/strong> your time, your dollars, and may even hinder your sales team.<\/p>\n<p>It\u2019s pretty common place for <strong>companies to store even up to 20% of inaccurate and useless data, which ultimately can affect your CRM<\/strong> and lead to wasted resources.<\/p>\n<p>&nbsp;<\/p>\n<h2><strong>When CRM Misses the Mark<\/strong><\/h2>\n<p>In theory, a CRM system is a great idea and should add a lot of value. But if it\u2019s messy, it can lead your sales team to miss the mark time and time again.<\/p>\n<p>When your CRM isn\u2019t in order, it <strong>can actually have negative consequences such as:<\/strong><\/p>\n<ul>\n<li>Lowered sales productivity<\/li>\n<li>Failed initiatives<\/li>\n<li>Degradation of data<\/li>\n<li>Miscommunication with customers<\/li>\n<li>Customer frustration<\/li>\n<li>Drain on sales resources<\/li>\n<li>Lack of insight and understanding of customer<\/li>\n<li>Inconsistent management reporting<\/li>\n<li>Wasted budgets<\/li>\n<li>Operational inefficiencies<\/li>\n<\/ul>\n<p>Honestly the list could go on and on, but we think you get the point. Now that you have an understanding of why poor CRM systems are bad news for your business, here are the approaches to take to get things in order.<\/p>\n<p>&nbsp;<\/p>\n<h2><strong>Cleaning Up Your CRM<\/strong><\/h2>\n<p>Even if you\u2019re on top of your game and regularly review your CRM,<strong> the following tips can help ensure that your CRM is doing the most for your organization<\/strong>.<\/p>\n<p>Whether you\u2019ve never organized your CRM or you are looking for some general upkeep ideas, here are some recommendations.<\/p>\n<p>&nbsp;<\/p>\n<h3>1. Review Accounts<\/h3>\n<p>Go through all of your current accounts and contacts and<strong> remove or archive any inactive ones.<\/strong> This can help keep your sales team focused on the accounts that are presently important.<\/p>\n<p>To go a step further, you<strong> could even utilize tags such as \u201cdisqualified\u201d or \u201cinactive\u201d<\/strong> so that your sales team will keep them off reports and sales lists.<\/p>\n<p>&nbsp;<\/p>\n<h3>2. Remove Duplicates<\/h3>\n<p>It\u2019s normal to have duplicate contact info or multiple contacts for one account. So the best practice here is to merge all info under one account name.<\/p>\n<p><strong> If your CRM doesn\u2019t allow for merging, then assess and remove<\/strong> or archive any void contact info. This will automatically clear up a lot of space and keep things nice and organized for your sales team.<\/p>\n<p>&nbsp;<\/p>\n<h3>3. Identify Key Fields<\/h3>\n<p>What information do you and your sales team actually need?<\/p>\n<p>Eliminate any unnecessary fields that are otherwise distracting. Once you have defined the key fields, <strong>make sure all contacts have correct information listed<\/strong> and all field areas filled out.<\/p>\n<p>&nbsp;<\/p>\n<h3>4. Assess Your Data<\/h3>\n<p>Typically, organizations stick with the default setting that came with their CRM.<\/p>\n<p>However, you want to ensure you are getting the most benefit from your system. <strong>Update your dashboards and look for opportunities to customize<\/strong> to get the right data for your sales team.<\/p>\n<p>&nbsp;<\/p>\n<h3>5. Integrate Sales Processes<\/h3>\n<p>Having a clear, concise, and consistent process across your organization can <strong>ensure everyone is on the same page. <\/strong><\/p>\n<p>If your sales process has six stages, then incorporate the same six stages in your CRM. <strong>Customize your CRM to match your sales processes exactly.<\/strong><\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>There is no standard when it comes to CRM. So for it to be truly effective, it needs to match your company\u2019s unique needs. <strong>360 Consulting provides a comprehensive sales approach equipped with all the right resources<\/strong> your sales team needs to succeed.<\/p>\n<p><strong><a href=\"https:\/\/c1mdevsite.com\/360consultingdfw.com\/new-services\/sales-infrastructure\/\" target=\"_blank\" rel=\"noopener\">Learn more<\/a> about our CRM solutions<\/strong> and how we can help you grow your business today! Schedule your FREE sales assessment <a href=\"https:\/\/c1mdevsite.com\/360consultingdfw.com\/contact-us\/\" target=\"_blank\" rel=\"noopener\">here<\/a>!<\/p>\n<p>&nbsp;<\/p>\n<p><a href=\"https:\/\/pixabay.com\/en\/ball-round-customer-563973\/\" target=\"_blank\" rel=\"noopener\">Image attribution<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>We&#8217;ve talked about how to help your sales personnel\u00a0grow your business. But another way to help them is by making sure your customer relationship management software is organized. If your CRM system is inaccessible and out of date, it could be costing you. In fact, if not&#8230;<\/p>\n","protected":false},"author":5,"featured_media":829,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_links_to":"","_links_to_target":""},"categories":[28,65,12],"tags":[68,69,67,70,66],"_links":{"self":[{"href":"https:\/\/c1mdevsite.com\/360consultingdfw.com\/wp-json\/wp\/v2\/posts\/828"}],"collection":[{"href":"https:\/\/c1mdevsite.com\/360consultingdfw.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/c1mdevsite.com\/360consultingdfw.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/c1mdevsite.com\/360consultingdfw.com\/wp-json\/wp\/v2\/users\/5"}],"replies":[{"embeddable":true,"href":"https:\/\/c1mdevsite.com\/360consultingdfw.com\/wp-json\/wp\/v2\/comments?post=828"}],"version-history":[{"count":3,"href":"https:\/\/c1mdevsite.com\/360consultingdfw.com\/wp-json\/wp\/v2\/posts\/828\/revisions"}],"predecessor-version":[{"id":832,"href":"https:\/\/c1mdevsite.com\/360consultingdfw.com\/wp-json\/wp\/v2\/posts\/828\/revisions\/832"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/c1mdevsite.com\/360consultingdfw.com\/wp-json\/wp\/v2\/media\/829"}],"wp:attachment":[{"href":"https:\/\/c1mdevsite.com\/360consultingdfw.com\/wp-json\/wp\/v2\/media?parent=828"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/c1mdevsite.com\/360consultingdfw.com\/wp-json\/wp\/v2\/categories?post=828"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/c1mdevsite.com\/360consultingdfw.com\/wp-json\/wp\/v2\/tags?post=828"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}