CRM
21/11/2022
English

Do you have outdated contacts in your CRM?

Data management is a crucial aspect of any business. Unfortunately, many companies don't take the time to understand what data management in CRM means and how it can help maintain contact with their B2B customers. In this post, we'll look into managing your CRM data and give some insight into how you can make sure your contact data is up to date.

What challenges do your marketing and sales teams face with outdated contacts?

You can't build a successful relationship with your customers if you don't have the right contact information. You need to be able to find the right contacts and update incorrect information with up-to-date details.

If your marketing or sales team has outdated data in their CRM:

  • They'll spend more time on administrative tasks instead of connecting with new prospects and closing deals.
  • Too much time is spent following up with the wrong contacts, which costs you precious time and money.
  • They'll lose valuable opportunities because they're unable to find contacts' correct phone numbers or emails in a reasonable amount of time.
  • The business loses potential clients.
  • Outdated customer email addresses makes it impossible to reach your customer (especially important in regards to transactional emails and remarketing).

Your sales team will be more productive and effective if they're able to access updated contact information quickly and easily.

Is your team still using a CRM with outdated contact information? It's time to look for solutions. You need a platform that provides accurate and up-to-date data to get more focus on closing deals instead of updating records.
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How can you improve your CRM data-management processes?

When you're in the process of collecting data, make sure that you're using the most current and accurate information possible. It's quite common for people to change their phone number or email address without updating their contact details on company databases such as CRMs. This can lead to problems when trying to reach out to someone who no longer works at the targeted company.

Be sure that the information is up-to-date so as not to inconvenience anyone unnecessarily!

While you can manually update your CRM's contact information, it's often tedious and time-consuming. This is especially true if you have a large number of customers; the task can become overwhelming! A better approach is to look for a solution that allows you to quickly and easily update your contact data automatically. This will save you time and effort while also ensuring that your CRM records have the most up-to-date information available.

Our solution:

A plugin we provide for the most popular CRM systems for updating your contacts automatically.

Other Options:

  • Update existing data in your CRM (Hubspot, Salesforce) with new information from other sources
  • Import new data from a spreadsheet or CSV file
  • Use a drag-and-drop tool for easier and more automatic entry of addresses and phone numbers
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In conclusion, it is important for the sales and marketing teams to have access to accurate and consistent data. A CRM with up-to-date information is the best way of achieving this goal.