The four CRM data management practices you have to follow

Par - Manon
05-04-2022 21:04:44

Frédéric Stankunas, Performance and Technology advisor at NSI Solution, explains the basic steps to good CRM data management

in Zoho CRM

The technology shakeout of the recent years has greatly helped companies of all sizes to make their mark in a highly competitive market. Whether it's their accessibility, or ease of use or their cloud integration, software solutions such as Zoho offer a significant advantage to local businesses.

 

Now that we are fortunate enough to have a quality container to store vital business information, it is imperative that companies adopt quality techniques and practices to ensure that the content contained in these digital tools is maintained. Here are the best practices for managing data in Zoho CRM to ensure that it remains clean and up-to-date:
  • User training
  • Fields Standardization
  • BOMs Standardization
  • Search and Record creation procedures

User Training

Upstream work with the system's users is imperative in order to maximize the system's potential. Indeed, user training must be standardized and documented to ensure the sustainability of knowledge transfer within your organization. NSI Solution's team is equipped to help you with your change management and your transition to a new system. 

Fields Standardization

Losing control of CRM data can happen without even realizing it. In fact, a simple typo like "Quebec" instead of "Québec" can make your data and reports obsolete. To avoid this and make your users' lives easier, you should implement standard fields. This prevents them from making mistakes. Drop-down fields, for example, greatly mitigate the risk by offering the user only pre-selected options.

BOMs Standardization

Standardizing the nomenclature in a CRM system keeps the data clean and makes it easier and more pleasant to use. It is much easier to find your way around the "Opportunities" module, for example, when the nomenclature is standard.

Search and Record creation procedures

Finally, it is essential to implement and control the record creation procedure. Indeed, one of the biggest problems of data processing in the CRM comes from duplicates management. This problem can be avoided upstream during user training. Establishing a clear procedure for searching for records as well as for creating records will ensure that the data is clean. 

Obviously, all good CRM data processing practices start with a good transition and implementation. User training is a catalyst for quality when it comes to the content of a computer system.


Obviously, all good CRM data processing practices start with a good transition and implementation. User training is a catalyst for quality when it comes to the content of a computer system.

Contact Frédéric to find out more about all the possibilities your Zoho CRM open up for you!

Contact Frédéric Now