CRM hygiene refers to the process of maintaining clean, accurate, and up-to-date data within a Customer Relationship Management (CRM) system. It involves keeping data error-free, comprehensive, and consistent, ensuring that sales teams and other departments can rely on the CRM for effective decision-making, customer targeting, and overall business performance.
Maintaining proper CRM hygiene is vital for several reasons:
Effective CRM cleanliness can be achieved through the following practices:
CRM hygiene and data management are closely related concepts, with CRM hygiene being a subset of data management that focuses specifically on maintaining clean, accurate, and up-to-date data within Customer Relationship Management (CRM) systems. Data management, on the other hand, encompasses a broader range of activities related to handling, storage, and usage of data across an organization.
Several tools and technologies can support effective CRM hygiene:
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