Terms

Customer Relationship Management Hygiene

What is CRM Hygiene?

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.

The Importance of CRM Hygiene

Maintaining proper CRM hygiene is vital for several reasons:

  • Data Accuracy: Regular audits and real-time updates help correct inaccuracies and reflect changes in customer information.
  • Operational Efficiency: Clean data improves transparency and reduces silos within an organization, enhancing overall business operations.
  • Enhanced Decision Making: Accurate CRM data supports better customer targeting and strategic business decisions.

Best Practices for CRM Cleanliness

Effective CRM cleanliness can be achieved through the following practices:

  • Data Cleansing: Regularly remove duplicates, standardize data formats, and validate contact information.
  • Data Governance: Implement policies for data ownership, establish quality standards, and enforce entry constraints to maintain data integrity.
  • Automation: Use CRM platforms with advanced automation capabilities to minimize human error in data entry and maintenance.
  • User Training: Educate CRM users on best practices for data entry, conduct regular training sessions, and simplify workflows to ensure consistent data handling.

CRM Hygiene vs. Data Management

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.

Tools for Maintaining CRM Hygiene

Several tools and technologies can support effective CRM hygiene:

  • CRM Platforms: Look for CRM systems with built-in automation, data enrichment, and auditing capabilities.
  • Data Cleansing Tools: Utilize tools that offer data validation, de-duplication, and standardization features.
  • Integration Tools: Ensure seamless data consistency across systems with integration tools that connect CRM with other data sources.

Other terms

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Logo Retention

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Logo Retention

Revenue Operations (RevOps)

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Revenue Operations (RevOps)

Lead Velocity Rate

Learn about lead velocity rate, including calculating lead velocity rate, improving your lead velocity rate, & lead velocity rate vs. lead generation.

Lead Velocity Rate

Marketing Funnel

Learn about marketing funnel, including stages of the marketing funnel, building a successful marketing funnel, & marketing funnel vs. sales funnel.

Marketing Funnel

MOFU

Learn about MOFU, including optimizing your MOFU strategy, successful MOFU campaign examples, MOFU vs. TOFU: key distinctions, & essential components of MOFU.

MOFU

Regression Analysis

Learn about regression analysis, including understanding its purpose and importance, applications in outbound sales, & common techniques explained.

Regression Analysis

Video Prospecting

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Video Prospecting

BANT Framework

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BANT Framework

LPI

Learn about LPI, including understanding LPI in sales context, implementing LPI strategies effectively, & comparing LPI with traditional sales metrics.

LPI

GTM

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GTM

Intent Data

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Intent Data

SFDC

Learn about SFDC, including overview of Salesforce.com (SFDC), key components of SFDC, benefits of using SFDC, & popular SFDC integrations.

SFDC

Ideal Customer Profile

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Ideal Customer Profile

Open Rate

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Open Rate

Guided Selling

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Guided Selling

Account Management

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Account Management

Buyer Journey

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Buyer Journey

Predictive Customer Lifetime Value

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Predictive Customer Lifetime Value

Contract Management

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Contract Management

Sales Enablement Content

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Sales Enablement Content

Accessibility Testing

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Accessibility Testing

Target Account Selling

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Target Account Selling

Upsell

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Upsell

Outside Sales

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Outside Sales

Workflow Automation

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Workflow Automation

B2B Sales Channels

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B2B Sales Channels

Analytics Platforms

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Analytics Platforms

Product-Led Growth

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Product-Led Growth

Loss Aversion

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Loss Aversion

Direct Sales

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Direct Sales

Social Proof

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Social Proof

Request for Information

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Request for Information

Customer Retention

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Customer Retention

Bottom of the Funnel

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Bottom of the Funnel

B2B Sales

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B2B Sales

Sales Key Performance Indicators

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Sales Key Performance Indicators

Channel Partners

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Channel Partners

Database Management

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Database Management

Consideration Buying Stage

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Consideration Buying Stage

Programmatic Advertising

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Programmatic Advertising

Referral Marketing

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Referral Marketing

Customer Segmentation

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Customer Segmentation

Below the Line

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Below the Line

Buyer's Journey

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Buyer's Journey

X-Sell

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X-Sell

Sales and Marketing Analytics

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Sales and Marketing Analytics

Customer Engagement

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Customer Engagement

Revenue Operations KPIs

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Revenue Operations KPIs

Inbound Sales

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Inbound Sales

Direct-to-Consumer

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Direct-to-Consumer

Email Personalization

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Email Personalization

Sales Pipeline Velocity Formula

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Sales Pipeline Velocity Formula

Trigger Marketing

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Trigger Marketing

Data-Driven Marketing

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Data-Driven Marketing

Trademarks

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Trademarks

Firmographic Data

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Firmographic Data

Lead Enrichment

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Lead Enrichment

Internal signals

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Internal signals

Marketing Analytics

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Marketing Analytics

Audience Targeting

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Audience Targeting

Corporate Identity

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Corporate Identity

User Experience

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User Experience

Sales Cycle

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Sales Cycle

Accounts Payable

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Accounts Payable

Opportunity Management

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Opportunity Management

Buyer

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Buyer

B2B Intent Data

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B2B Intent Data

Stress Testing

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Stress Testing

Sales Territory Planning

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Sales Territory Planning

Sales Director

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Sales Director

Cold Emailing

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Cold Emailing

B2B Data

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B2B Data

Amortization

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Amortization

Outbound Leads

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Outbound Leads

Sales Objections

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Sales Objections

Account-Based Analytics

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Account-Based Analytics

Marketing Automation

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Marketing Automation

Sales Operations Key Performance Indicators

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Sales Operations Key Performance Indicators

Process Builder

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Process Builder

Proof of Concept

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Proof of Concept

CI/CD

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CI/CD

Payment Processors

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Payment Processors

Sales Dashboard

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Sales Dashboard

Sales Demo

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Sales Demo

Email Engagement

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Email Engagement

B2B Marketing Analytics

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B2B Marketing Analytics

Sales Compensation

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Sales Compensation

Buyer Intent

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Buyer Intent

Consumer Relationship Management

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Consumer Relationship Management

Customer Relationship Management Systems

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Customer Relationship Management Systems

Sales Enablement Platform

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Sales Enablement Platform

Weighted Sales Pipeline

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Weighted Sales Pipeline

Average Revenue per User

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Average Revenue per User

Sales Performance Management (SPM)

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Sales Performance Management (SPM)

Clustering

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Clustering

Sales Development Representative (SDR)

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Sales Development Representative (SDR)

NoSQL

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NoSQL

Champion/Challenger Test

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Champion/Challenger Test

Adobe Analytics

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Adobe Analytics

Self-Service SaaS Model

Learn about self-service SaaS model, including benefits of the self-service model, & key features of a successful self-service SaaS.

Self-Service SaaS Model