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A GREAT CRM STARTS WITH GREAT DATA

Michael Baecker
Less than one minute read time

If people don’t use the CRM, or use it incorrectly, the data becomes stale and – over time - inaccurate. When CRM users are creating a report or a mailing list and they find that data is incorrect or incomplete, a spiral of mistrust begins.

 People stop investing time and energy to use the CRM – “why bother if it’s wrong anyway?”

 The topics of Data Quality and User Adoption are deeply intertwined.

Learn how to stop bad data before it enters your CRM system.

Parents

  • Thank you, Michael. Useful recommendations.

    What is your opinion about the impact on data-quality and user adoption of the following:

    • intelligent cascading data update in related objects not only accounts and contacts
    • various data validations (on editing, after and before save),
    • calculation and automated fields filling, like "Stage," "Status," "Type," "Tags," etc. based on whole information not only data of current record, and not only for a current record (in some sense this is a part of cascading data update)
    • timely and intelligent notification about the necessity to verify the actuality of data

    In most cases, this requires adding custom logic that is totally automated mostly but sometimes with users' actions.

    Definitely, this has an impact on the budget and time of initial implementation. Still, maybe the biggest challenge is that many such algorithms will change in time and have to be reconfigured quickly and cost-effectively to stay useful.

Comment

  • Thank you, Michael. Useful recommendations.

    What is your opinion about the impact on data-quality and user adoption of the following:

    • intelligent cascading data update in related objects not only accounts and contacts
    • various data validations (on editing, after and before save),
    • calculation and automated fields filling, like "Stage," "Status," "Type," "Tags," etc. based on whole information not only data of current record, and not only for a current record (in some sense this is a part of cascading data update)
    • timely and intelligent notification about the necessity to verify the actuality of data

    In most cases, this requires adding custom logic that is totally automated mostly but sometimes with users' actions.

    Definitely, this has an impact on the budget and time of initial implementation. Still, maybe the biggest challenge is that many such algorithms will change in time and have to be reconfigured quickly and cost-effectively to stay useful.

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