CRM Cleanup

Customer relationship management software can help a company consolidate its contacts and house them all in one place. If CRMs are not maintained regularly, they can lose effectiveness. Keeping a CRM healthy and up to date can ensure all of your contacts are usable. CRM cleaning involves reviewing the database for formatting issues, consolidating unnecessary fields, and merging duplicate records. Cleaning services also include removing leads that are outdated or no longer used. Expert CRM cleaning services can ensure your contacts are managed and avoid clogging up the process. It also involves running re-engagement campaigns by sending emails to see who is still interested and who is not. Creating instructions for future data entry can help keep formatting consistent and can avoid duplicates.

Cleaning a CRM involves reviewing all of the contact records and fixing formatting issues. Contacts should be formatted consistently to avoid errors and to show you have attention to detail. Analyze all of the data fields to determine if any fields are unnecessary or housing the same data. Look at the forms that capture the data and ensure that these forms are updating data consistently. Delete any duplicate records that can clog up a database, and remove any leads that are outdated or no longer interested. Running a re-engagement campaign can be helpful after you clean your CRM by sending an email to determine who is still engaged and would like to continue to receive communications.

Cleaning a customer database includes correcting formatting issues, eliminating fields that are no longer used, and deleting duplicate records. If leads are outdated or no longer valid this can clog up a database. Cleaning a customer database can ensure your contacts are up to date and are still interested in receiving emails. Re-engagement campaigns can be run quarterly to determine who is still interested and who is not. If you are not comfortable deleting contacts most platforms allow you to archive the contact to be saved outside of your current contact list.

Companies of all sizes use customer relationship management software to manage contacts and consolidate everything in one place. CRMs require maintenance to ensure the contacts are up to date and no duplicates or bad data is clogging the database. Hiring an expert agency like The Muses Digital to perform a CRM cleanup can keep your database healthy with active contacts. Our cleanup services include formatting corrections, field, and data consolidation, form review to organize data, duplicate record review and removal, and removal of bad or outdated contacts. Once cleaning is complete, running a re-engagement campaign is typically necessary to see what contacts are still interested in receiving emails or communications. Professional CRM cleanup services also provide ongoing maintenance to help prevent future errors.