CRM Data Management Best Practices

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 mangagment 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.

Best Practices for Tracking Lost Sales in Your CRM

When a sales rep closes an opportunity, she should always indicate the reason for the lost sale in the CRM system. Why? Management can help teams fill gaps and ultimately improve win rates by properly addressing the underlying issues behind these lost sales. Let’s look at some best practices for tracking lost sales in your CRM.

How to Handle Customer Complaints, The Right Way

How do you know you’re handling customer complaints the right way? Take the real world encounter I recently had as an example. I bought a pair of shoes knowing I would need to break them in. However, the sixth time I wore them was on a 10 minute walk to the grocery store and by the time I returned home, my heels were so cut up that I had to wear backless shoes for a week.