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Live Digital Masterclass - September 29, 2020

crm data hygiene

CRM compliance and hygiene go hand in hand - and are two of the biggest roadblocks to keeping a functional CRM. How do you ensure data hygiene in your CRM if you aren't even sure your end users understand what good hygiene is?

We have some pretty strong opinions about how important data hygiene is - and we want to talk about it. Join us as we talk with VP of Sales Innovation Adam Stewart to dig into why compliance is such a rampant problem, how to make life easier for your revenue and ops teams, and what ways you can get out of any poor hygiene hole you might have fallen into. 

Key Takeaways -

• If you're debating why this is important, remember that the cost of not keeping a CRM is incrementally expensive. It's measured in the loss of missed new business or upsell/cross-sell opps, lost productivity, and lost time.

• The cost of bad data per record can be thought of as 1-10-100.

  • $1 to verify a contact record as it is entered

  • $10 to cleanse and dedupe it, and

  • $100 per record if nothing is done, as the ramifications are felt over and over and over

• For better compliance from your reps, ask only for the data you need WHEN you need it. If at a certain stage you only need 3 fields, then ONLY expose those three fields. Your reps will be more likely to fill them out, & create or update the opportunity.