What is CRM Data Maintenance? Key steps and procedures to follow
Posted: Tue Jan 21, 2025 4:47 am
Its benefits are unbeatable for any B2B business: CRM software strengthens customer relationships, automates workflows, provides actionable data, improves collaboration, manages sales pipeline, and more.
But there's a catch. A CRM will not increase your revenue by itself.
It depends on the CRM strategy you business development directors email list implement and what you do with the CRM data you obtain.
And there's another catch. Around 30% of CRM data become outdated after 1 year. That's why CRM data maintenance is critical.
In this article, you will learn everything you need about keeping your CRM data up-to-date, and the key maintenance procedures you should do regularly.
What is CRM Data Maintenance?
CRM data maintenance is the ongoing process of managing and updating the data within a Customer Relationship Management (CRM) system.
This includes ensuring that customer information is accurate, complete, and up-to-date, removing duplicates, correcting errors, and periodically verifying data integrity.
Effective CRM data maintenance ensures the reliability of the CRM system for informed decision-making and effective customer interaction.
But there's a catch. A CRM will not increase your revenue by itself.
It depends on the CRM strategy you business development directors email list implement and what you do with the CRM data you obtain.
And there's another catch. Around 30% of CRM data become outdated after 1 year. That's why CRM data maintenance is critical.
In this article, you will learn everything you need about keeping your CRM data up-to-date, and the key maintenance procedures you should do regularly.
What is CRM Data Maintenance?
CRM data maintenance is the ongoing process of managing and updating the data within a Customer Relationship Management (CRM) system.
This includes ensuring that customer information is accurate, complete, and up-to-date, removing duplicates, correcting errors, and periodically verifying data integrity.
Effective CRM data maintenance ensures the reliability of the CRM system for informed decision-making and effective customer interaction.