January 09, 2020

Four Phases of Customer Data Management Evolution

In the beginning, you simply collect data. Perha ps there just isn’t enough data collected for you to worry about the processes and tasks associated with managing it.

But over time, as your customer data grows and becomes more complicated, it necessitates a higher level of focus and planning around how you organize, cleanse, nurture, and generally manage that data — or at least it should.

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December 18, 2018

The Ultimate CRM Database Cleanup Checklist

 

A “dirty” Customer Relationship Management (CRM) system can be paralyzing for marketing, sales and services teams. When the information you need becomes unusable due to the accumulation of errors in your data, it slows everyone down. 

The worst part? It’s inevitable.

  • Leads fill out forms on your website inaccurately.
  • Business development reps add contacts to your database based on the best[…]

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