A CRM database is a central hub for all of your company’s customer and prospect data. It provides sales and marketing teams a single source for truth, which makes it easier to manage, organize and use information in order to provide the best customer experience.
A good CRM will also provide a deep understanding of a client’s interests and buying habits. This makes it possible for marketing and sales to send out targeted messages that boost conversion.
A CRM is only as good in the extent of its data. If your database is messy, unorganized, or has inaccurate or outdated information, it can be difficult for it specialist characteristics employees to locate what they need. In the ideal scenario, a CRM should incorporate tools to decrease the possibility of data being dirty. This is why it is important to automate as much of the entry process as you can to minimize errors caused by human intervention. Regular audits of data can be useful.
The quality of the CRM database is also affected by the education and structure of its users. Whether your team uses a spreadsheet that is simple or a CRM system with advanced features like Pipedrive it is essential that they learn how to use the database properly. In the ideal scenario, your CRM will have a training program that teaches your teams how to make the most of the tool to meet your business requirements and the sales cycle. If you operate an online store, for instance you could give your employees access to Pipedrive Academy, which offers demonstrations and tutorials.