4 CRM Tips for Effective Data Management

Having a CRM populated with outdated contact information  is useless for a thriving business. It causes sales agents to waste their time working on unqualified leads and it can amke a great  marketing campaign seem bad.

The problems that relate to inaccurate data can directly impact the bottom line of a business. That is why it is really important to recognize and address data issues at the right time. Resolving data issues before it becomes revenue impacting is key to the sustained success of a business. Since lead data often undergoes changes, a regular data update is the only way to sustain and succeed.

Here we will look into four CRM tips for effective data management after fostering a well-versed business climate.

1. Automate the Process

Manual data entry is a tiresome task for many people. There is always a chance for inaccurate data when it is entered manually. It is also a monotonous task that claims valuable time. With the automation of CRM data updates, sales agents never have to worry about entering something incorrectly. It also helps them to organize data on a single platform regardless of the source such as email or social media. With this, agents will have confidence that everything has been logged accurately so they can keep their focus on the next opportunity.

2. Real-time Reporting and Analytics

Making right decisions based on perfect insights isn’t always simple, but it is possible with a real-time dashboard. This data visualization is tailored to provide the most relevant operational reporting data and make it easier for agents to manage data on a day-to-day basis. With a real-time dashboard, they are able to view all data that is going into CRM. This report also helps sales managers ensure that the team follows the most effective sales process, and these insights can help to identify and analyze pitfalls in the sales process before they become revenue impacting.

3. Sales Cadence

Sales cadences could be the best source for a sales agent to determine what exactly works and doesn’t work within their outreach. They give agents a systematic framework to follow when they’re on the job. By using sales cadence, the agents can easily focus on the opportunities and tasks that are most important. Tasks are preset so they know exactly who to reach out to every day and know what messaging to use. Sales management can sit back and know their team is following the most effective sales process.

4. A User-Friendly CRM

Data entry is tedious and time-consuming unless it’s not integrated with a CRM. For example, agents would spend hours manually entering data in the traditional sales process that mostly leads to wrong client information. With a user-friendly CRM, agents can save their time and effort while giving the most crucial information quickly without an error. In short, having a user-friendly CRM saves your agents’ time, effort, and gets you clean data.


By following the above-discussed practices, your sales, marketing, and management teams will be well on their way of optimizing their whole sales process.

Effective data management allows for personalized marketing campaigns aimed at specific buyer personas and optimized sales funnels. This will not only increase your chances of acquiring new customers, but your retention rates and profit will improve.

To find out more CRM tips for effective data management, reach out to us today at https://www.intellicrm.com/