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Dreamforce '24

Reasons Why You Need to Clean Your CRM

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CRM or Customer Relation Management plays a vital role in the development phase of your business venture. No matter whether you run a small or a big business, you always need to make revenue out of the same. The majority of the CRM contains duplicate data which makes it difficult for the sales rep to filter the same and then connect to the right leads. For average, 20-30% of the data stored on a company’s CRM is useless. There are various obvious reasons why an organization needs to clean up its CRM on a regular basis.

In order to get your investment done at the right place and also to get your resources to focus on the right thing, you must ensure that your CRM solution is updated and is free from any kind of duplicate or fake data. There are higher chances of ensuring the success of your company when you have an updated data so that your sales rep can work on the fresh leads and make calls to the people who are really concern about the same. The blog focuses on the importance of having a cleaned as well as updated CRM, continue reading to get insights on the same.

So, the following mentioned are a few reasons why one need to clean their CRM:

 

1) Saves your Money- Cleaning your CRM is always a better way to save your hard-earned money. Wondering how? Once you have a nice and clean CRM, it automatically lifts your sales pipeline and helps them to generate more revenue efficiently. It can also help you to reduce your further costs of storing inappropriate or wrong data which may have cost you quite huge. It is among one of the prime reasons to have a clean CRM because ultimately, it is helping you to reach your goals: more leads, more sales and hence, more revenue.

2) Saves your Time- Another prime reason to clean your CRM is that it helps you to save your time too. Imagine an old, outdated database stored in a CRM and now your sales reps are making calls to the people who are actually not interested in what you are listening. A cleaner CRM encourages you to filter out the wrong data so that you can reach out to the right target audience in a single go. Now your sales representatives can easily invest more of their time in connecting to the right people instead of digging out the right information from the huge database.

3) Maintains your Old Customers throughout- Who would not love to retain the same customers throughout their business? Old customers are appreciated every time, and this goes the same with every business venture. Having a clean CRM helps you to maintain the same goodwill of your organization in front of the already existing customers and even to the new ones too. This helps to maintain better relationships with your customers, prospects and even business partners. Hence, it is important to clean your CRM so that you can avail of these benefits in an instant manner.

So, the above-mentioned pointers were a few reasons why each and every organization needs to have cleaner CRM. If you wish to save your time and money simultaneously, it may serve as the best method. It allows your employees to work productively and also helps to maintain their workflow & efficiency. If you are new to CRM solutions, then you must be wondering that what if all of these don’t imply to you? But this is not true. This is applicable for all businesses who make use of CRM platform in order to manage and store their database in a better way.

Thinking of switching to a better CRM platform? We have got you covered. 360 Degree Cloud is a Salesforce Registered Consulting and ISV partner, offering you a wide range of services. Running this business for the last 8 years, we have always put ‘Customer Satisfaction’ as our top priority. Give us a chance to serve you well. Connect with our team of tech experts today and get started with the best Salesforce CRM consulting for your online

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