Marketing Database Optimization Best Practices

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Data Management – Manage Your Leads Outside Your CRM

 

In previous posts we have talked about various tips, tricks and solutions to keeping your CRM clean and healthy through regular CRM data cleansing and CRM data enrichment. There is another solution which may seem more obvious but is one of the most forgotten ways of maintaining a healthy CRM. Managing and processing your leads outside your CRM before they are uploaded there. The objective is simple. If you have only good data go into your CRM, you have a cleaner and stronger CRM to work with.

 

Lead data management is essential to keep your CRM data clean. Its often easier to manage batches of data as and when they are sourced and have them cleansed, formatted, profiled or qualified before they actually go into your CRM. Its always better to have unqualified leads or junk data removed before this stage so that everything you have within your CRM data is a quality, useful record. Web leads and other inbound leads often contain a lot of missing data or can be completely filled with junk information for which an inbound lead qualification process put in as soon as they are generated will help filter them before they are entered in to the database.  

 

If you have trouble with a lot of unqualified leads and junk data getting into your database then do have a look at our lead data management solution or have your lead data cleansed and qualified internally before they are uploaded to the CRM. Prevention is better than cure.

 

By Neil

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View Comments to “Data Management – Manage Your Leads Outside Your CRM”

  1. CRM Data Cleansing & Enrichment - Data Management Best Practices | ReadyContacts Role-based B2B Contacts Says:

    [...] quality data does not get added. We’ve covered more on this in an earlier post titled ‘Data Management – Manage Your Leads Outside Your CRM‘. If you check and clean your data right from the source, it will save you a lot of trouble [...]

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