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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Data Appending

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Data Appending

C-Level or C-Suite

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C-Level or C-Suite

AI Data Enrichment

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AI Data Enrichment

Trademarks

Learn about trademarks, including how to secure a trademark, trademark examples and best practices, & trademarks vs. copyrights vs. patents.

Trademarks

Ad-hoc Reporting

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Ad-hoc Reporting

Decision Maker

Learn about decision maker, including identifying key decision makers, strategies for engaging decision makers, decision maker vs. influencer: understanding the differences.

Decision Maker

Ideal Customer Profile

Learn about ideal customer profile, including crafting your ideal customer profile, & elements of a strong customer profile.

Ideal Customer Profile

Mobile App Analytics

Learn about mobile app analytics, including how mobile app analytics works, benefits of mobile app analytics, & tools for mobile app analytics.

Mobile App Analytics

Drip Campaign

Learn about drip campaign, including crafting an effective drip campaign, examples of successful drip campaigns, drip campaign vs. bulk emailing: understanding the differences.

Drip Campaign

Sales Velocity

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Sales Velocity

Progressive Web Apps

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Progressive Web Apps

Drupal

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Drupal

Sales Intelligence

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Sales Intelligence

Marketing Qualified Lead (MQL)

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Marketing Qualified Lead (MQL)

Edge Locations

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Edge Locations

Conversion Rate

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Conversion Rate

Business Process Management

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Business Process Management

Operational CRM

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Operational CRM

Customer Relationship Management Systems

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Customer Relationship Management Systems

Target Account List

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Target Account List

Data-Driven Lead Generation

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Data-Driven Lead Generation

Contract Management

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Contract Management

Stress Testing

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Stress Testing

Champion/Challenger Test

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Champion/Challenger Test

Sales Operations Analytics

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Sales Operations Analytics

Request for Proposal

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Request for Proposal

Account-Based Marketing Software

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Account-Based Marketing Software

Marketing Mix

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Marketing Mix

Rapport Building

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Rapport Building

Payment Gateways

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Payment Gateways

Inside Sales Metrics

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Inside Sales Metrics

Sales and Marketing Analytics

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Sales and Marketing Analytics

CCPA Compliance

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CCPA Compliance

Marketing Attribution

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Marketing Attribution

Customer Buying Signals

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Customer Buying Signals

Fulfillment Logistics

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Fulfillment Logistics

Value Gap

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Value Gap

Email Marketing

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Email Marketing

Inside Sales

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Inside Sales

Content Management System

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Content Management System

Demand Generation

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Demand Generation

Total Addressable Market (TAM)

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Total Addressable Market (TAM)

Lead Enrichment Software

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Lead Enrichment Software

B2B Sales Process

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B2B Sales Process

Performance Plan

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Performance Plan

Sales Engineer

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Sales Engineer

User Testing

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User Testing

Event Marketing

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Event Marketing

B2B Sales Channels

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B2B Sales Channels

Enterprise Resource Planning

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Enterprise Resource Planning

Buyer's Journey

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Buyer's Journey

MOFU

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MOFU

Email Deliverability Rate

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Email Deliverability Rate

Voice Broadcasting

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Voice Broadcasting

Lead Response Time

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Lead Response Time

Serviceable Obtainable Market

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Serviceable Obtainable Market

Video Email

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Video Email

Dark Social

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Dark Social

BAB Formula

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BAB Formula

B2B Marketing Analytics

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B2B Marketing Analytics

Cold Emailing

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Cold Emailing

SEO

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SEO

Scalability

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Scalability

B2B Data

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B2B Data

Customer Data Platform (CDP)

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Customer Data Platform (CDP)

Batch Processing

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Batch Processing

Marketing Attribution Model

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Marketing Attribution Model

Lead Velocity Rate

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Lead Velocity Rate

Loss Aversion

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Loss Aversion

Customer Journey Mapping

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Customer Journey Mapping

Complex Sale

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Complex Sale

Email Cadence

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Email Cadence

Marketing Qualified Account

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Marketing Qualified Account

Sales Territory Planning

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Sales Territory Planning

Call Analytics

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Call Analytics

Docker

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Docker

Loyalty Programs

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Loyalty Programs

Inside Sales Rep

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Inside Sales Rep

Zero-Based Budgeting (ZBB)

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Zero-Based Budgeting (ZBB)

Affiliate Networks

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Affiliate Networks

Buyer’s Remorse

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Buyer’s Remorse

B2B Intent Data Providers

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B2B Intent Data Providers

Sentiment Analysis

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Sentiment Analysis

Marketing Intelligence

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Marketing Intelligence

Trade Shows

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Trade Shows

Salesforce Object Query Language

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Salesforce Object Query Language

Data Mining

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Data Mining

Cross-Site Scripting

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Cross-Site Scripting

Business Continuity

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Business Continuity

Sales Workflows

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Sales Workflows

Average Revenue per Account

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Average Revenue per Account

Customer Data Analysis

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Customer Data Analysis

Data-Driven Marketing

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Data-Driven Marketing

Page Views

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Page Views

Serverless Computing

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Serverless Computing

Direct-to-Consumer

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Direct-to-Consumer

Personalization in Sales

Learn about personalization in sales, including strategies for effective personalization, & key benefits of sales personalization.

Personalization in Sales

Sales Lead

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Sales Lead

D2C

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D2C

Always Be Closing

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Always Be Closing
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