Duplicates and inaccurate data in your CRM can ruin your ability to properly market and contact prospects in your database. Use these tips for ensuring your CRM system is in tip-top shape.
Avoiding Duplicates
Regularly review your data for duplicates. The most fastidious CRM database user is
bound to create a few accidental duplicate accounts. This can also happen after
uploading contact lists without removing duplicates first.
When removing duplicates from your CRM, first choose your
duplicate criteria (step 3). There are multiple ways to remove a duplicate and
it is okay to run multiple searches.
Email Contacts to update
Emailing your contacts for updated
contact information regularly will help keep your contacts current. You can
send a verification email requesting they update their contact details or you
can set up an email template to send out to contacts on an as-needed basis.
