A Clean CRM is A Happy CRM

Clean Up Your CRM Data

Bad Data in, is bad data out. This is not a new way of thinking when it comes to CRM and enterprise software alike. In fact, the idea of “You get out, what you put in” can be applied to life itself. Despite this well-known fact many companies find themselves drowning in duplicate records and thousands of records that don’t mean a thing to them or their business. It’s ok. You don’t have to raise your hand and admit that you find yourself in this situation. Your secret is safe with us; but before things get more complicated, let’s talk about cleaning up your data in CRM.

Set the Ground Work

The key to success within CRM is to maintain the integrity of your data. To do this, it’s vital that you have rules in place to reduce duplicate records in the system. Microsoft Dynamics CRM includes duplicate detection rules for accounts, contacts, and leads by default. The most common rules are based on things such as “Same First and Last Name” or “Same Email,” but if you want to edit the rule or create new ones for other records you’ll need to put in the work yourself. Here’s a step by step guide to help you along the way. Once the rules are in place, users will be prompted if they attempt to “break the rule.”

Put the Rules to Work

Now that you’ve set your foundation it’s time to build upon it. By running Duplicate Detection jobs in CRM you can check for existing duplicates and essentially receive a “clean slate” in terms of your CRM data. The Check for Duplicates wizard within CRM helps you set up a bulk “job” that finds and cleans up duplicate records. You can set this job to run on a schedule or on demand. Better yet, you can receive an email confirmation when the job finishes rather than staring at your computer screen. If you need help setting these jobs up check out this link.

Get on the road to a happy CRM! Contact Alta Vista Technology today!