3 Step: Verify email addresses before outreach.
“If you are prospecting a list of CRM contacts,” Lucas explained, “make sure to verify their email before sending the sequence. You can do that natively using lemlist.”
4 Step: Create a report to make sure the sales team completes all the fields.
“Usually, sales teams have to fill in info about their prospects. Like the tool stack they are currently using, the pains they have, and so on.”
Lucas said that the best way to ensure all fields are completed is to mobile number data for calling create a dashboard that displays records where data is not completed correctly.
“The manager can check it every week and ensure each rep adds the info,” he said.
5 Step: Automate processes.
“You should always automate when possible to avoid the risk of human errors. Here are the things we automate at lemlist:
Neglecting CRM data maintenance leads to lost revenue
If businesses neglect their CRM data maintenance, there will be signs that your CRM data is not in a good state.
Lucas listed some of the most warning signs to look out for:
“They lead to inefficiencies and missed revenue,” Lucas concluded.
CRM data maintenance: Main Benefits
Doing your CRM data maintenance regularly gives you a list of benefits:
1. Data cleansing ensures that customer communications are not duplicated and sales efforts are streamlined.
Regularly scanning the CRM database for duplicate entries of the same customer and merging them into a single record to prevent redundancy.
