5 Best Practices for Data Cleaning
Businesses use CRM data to make decisions about what actions to take next. CRM provides a way for clients, companies, and employees alike to manage interactions that have happened in the past and what is planned for the future. Despite this, 94% of B2B companies doubt the capacity of their CRM platforms to store high-quality data. Think about it: if the information in your CRM were inaccurate or dated, that would put a big dent in the ROI of your great sales and marketing efforts right now. You can conduct a free health check on your database today by requesting our data quality analysis (DQA) report.
Don't panic: We'll help you! Follow the data cleansing services techniques below.
Best Practices for Database Creation
Develop a Data Quality Plan
Set expectations for your data. Create data quality key performance indicators (KPIs). What are they, and how will you meet them? How will you track the health of your data? How will you maintain data hygiene on an ongoing basis? Know where most data quality errors occur. Identify incorrect data. Understand the root cause of the data health problem. Develop a plan for ensuring the health of your data. Wondering where inaccurate data come from? Don't worry; we've got you covered!
Standardize Contact Data at The Point of Entry
Let's put this in terms you can all understand. You know that saying, "If you don't have your health, nothing else matters"? Well, it applies here as well. If you're not healthy and maintaining discipline with good software hygiene, then it won't matter (to a certain extent…) what other quality data is coming into your CRM tool. But the difference is that this type of quality control must occur before any cleaning even needs to happen. There are times when duplicates or dark entities need to be purged from a system, but more often than not, if you haven't already done so for the sake of being prepared for when the time comes…Start with checking incoming data before letting it into your database.
Validate The Accuracy of Your Data
One of the keys to effective marketing is gathering high-quality data for your targeted audience. Some great software programs on the market can help in this department. One such program that can help with data hygiene imports your lists, such as a prospect or customer mailing/marketing list, and then gets rid of duplicates as well as ensures that there is enough information at the beginning of each record by doing email verification to ensure there's a valid first name, last name, and company name. This will ensure you aren't wasting time targeting people who don't exist or targeting the right people with your messaging! Once you have great data, it's time to run a campaign!
Identify Duplicates
Duplicate contacts in your CRM waste time and money. They prevent you from achieving the "Single Customer View." Duplicates damage your brand's reputation and guarantee a bad experience for your customer. They cause inaccurate reporting. Do everything you can to avoid duplicates. To summarize what we've covered so far: ensure healthy data entry, validate it, then scrub it for any duplicate records that may exist!
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