A CRM administrator is responsible for maintaining a lot of things related to the company’s CRM data. So, when the overall health of the data is in jeopardy, the Admin can find himself in a position where he must act. Whether your data is at risk, or you’re trying to be proactive to prevent issues, a CRM data management plan is crucial for the longevity of your CRM success. Here are our top four tips for CRM data management best practices (With video clips!).
#1: Audit Your Data
Auditing your data is a crucial first step in any CRM data management plan. You won’t know how to move forward if you don’t have a clear picture of where your data stands in the first place.