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The Importance of Database and CRM Management

A CRM database is the main base of your company’s customer and prospect data. It gives marketing and sales teams one source of truth, which makes it easier to organize, manage and use information in order to create the perfect customer experience.

A well-designed CRM can give a thorough knowledge of the interests of customers and buying habits. This allows sales and marketing to send out messages that are more specific which can increase conversions.

However, a CRM is only as good as the quality of its data. It will be difficult for employees to locate the information they require if a database is disorganized, messy, or contains incorrect, inaccurate, or outdated data. The ideal CRM will incorporate tools to decrease the possibility of data being dirty. This is why it is important to automate as much of the entry process as possible to minimize errors caused by human intervention. The regular data audits will also help.

The quality of the CRM database is also influenced by the training and structure of its users. If your team is using simple spreadsheets or an advanced CRM http://www.notesjungle.com platform such as Pipedrive users must know how to use the database properly. The CRM should come with a training course that shows your employees how to use the tool in line with your company’s requirements and sales cycle. For example, if you manage an online store you can provide your employees with access to the Pipedrive Academy for tutorials and demos.

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