Tag Archives: CRM Data Plan

The Dirty Data Quiz – How Healthy is your CRM?

Where does your company is rank for the variables that impact duplicate data? Take a moment to take the quiz below.

How to score the quiz:  Each question has a maximum.  Give yourself a score on the continuum from zero to max points.  Good luck & be honest!

The Dirty Data Quiz: Is Your CRM at Risk?

CRM Data Plan. 15 points. Does your company have a CRM Data Plan? A CRM Data Plan is a standard format for treating CRM data. If you don’t, this is where you start the entire process. To comply with best practices, your CRM Data Plan should be centrally stored, accessible by anyone who enters data into your CRM. In essence, the Data-Plan acts as a single-point-of-truth for your company and how it treats data.
Your points: ______

Staff Training. 5 points. Has your staff has been trained on your Data-Plan and it is easily accessible? While this is a great step, it is not as important as making the CRM enforce your data plan automatically. If your CRM does offer a feature like this, the training is most important for your IT department who can circumvent the constraints put on the average user. Your points: ______

CRM Cleaned. 5 points. Has your CRM gone through a full normalization and deduplication process? Once you have your Data-Plan developed, you need to ensure that the data you have meets the plan. Why only 5 points? A one-time cleaning does not solve the long term problem. Don’t pat yourself on the back for this, if this is all you do, you will have one month per year of clean data. Your points: ______

CRM Enforcement. 15 points. Is your data plan enforced by your CRM? This is tremendously important. If your provider does not have this feature, it means you must either build or find an add-on to your CRM. An even better option is to provide all users of your CRM Broadlook’s Contact Capture to automatically and error free enter contacts into your CRM. Contact Capture is FREE (not trying to sell anything here). Your points: ______

Product/Integration Enforcement. 10 points. Do other products that bring information into your CRM adhere to your Data-Plan? Beware of products that dump data to a Excel or CSV file. Sometimes it is unavoidable, however, direct exporting systems that comply with your Data-Plan and do deduplication in real-time are always a superior choice. Your points: ______

Vendor Enforcement. 10 Points. Do vendors that provide you with list data deliver it in compliance with your Data-Plan? Some vendors may push back at first; however, it has been my experience that the entire process will go smoother if the vendor complies to the Data-Plan. Hold your ground and remember that list providers want your business. Show them the format that you want your data …and don’t compromise. Your points: ______

Import Enforcement, by culture. 5 points. Does the IT staff buy-in to following the Data-Plan? The best way to make this happen is include the IT department in the development of the Data-Plan. Your points: ______

Import Enforcement, by technology. 15 points. Is your IT staff prevented from circumventing a Data-Plan by rights management? Everyone must obey the Data-Plan. If your IT staff can circumvent best practices established by management, problems will arise. It the IT staff disagrees with a Data-Plan, best practice dictates that the Data-Plan reviewed, discussed and potentially revised. Again, this maintains the single point of truth and enforceability to make your Data Plan work. Your points: ______

URL Enforcement. 20 points. Do you have a URL (website) field for each company in your CRM.? The URL of a company is more important than a DUNS number, location or anything else. It is the single best piece of company-centric information that can be used to update the CRM over time. The URL can be used to update and add contacts to your CRM with tools like Broadlook’s Profiler. Your points: ______

How did you do? I want to hear from you! Send how you did to Donato Diorio (me AT dioriodiorio dot com).

SCORE GRADE
<20 F
40 D
60 C
80 B
100 A
Your score: __________

Understanding how your data and processes rank is paramount. Dirty CRM data is a huge problem with sales force efficiency. You may think that cleaning your CRM on a regular cycle is a good thing. Don’t pat yourself on the back just yet; cleaning CRM data on a cycle is treating a symptom. Just like good physical health, the best solution to eradicate dirty CRM data is prevention. Prevent dirty data from getting into your CRM and your CRM be clean and healthy. You may even enjoy using it again.

Cleaning your CRM: The human side of the Equation

Controlling human behavior is a huge step towards getting a handle on CRM Deduplication. Unfortunately, on the journey towards a clean CRM, we encounter humans.  They mis-key information, don’t follow a CRM Data Plan, and generally take any shortcut possible that will reduce amount of work they have to do, when getting data into the CRM.

Get used to it.  There will always be some level of human input with the CRM.   If you embrace it, you stop trying to control it.  You can’t win.  Instead, put together strategies that will minimize the damage. Even if you have controls to enforce data entry formats, there is always the admin user that can bypass your controls. Don’t ignore the human side of the equation.

Here are some ideas to help your team:

1.  Educate your staff on why a CRM Data Plan is important.  If they don’t know it is important, don’t expect them to obey best practices.

2.  Post your CRM Data Plan.    Every sales person, receptionist, administrative person, even the CEO should have it at their desk.  If your organization is paperless, put it in a corporate wiki.  If your CRM has an area for documents, put it there.

3. Get buy in from your technical team for your CRM Data Plan. If the guys who have administrative access to your CRM don’t see things your way…all hell can break loose.  Avoid this incongruity by bringing in your tech team from the inception of CRM Data Plan.

4.  When possible, use data entry automation.  There is a free technology called Contact Capture that captures contact information from any electronic form and exports to most major CRM systems including salesforce.com, MS dynamics CRM, ACT!, Goldmine and many others.

5. Use the language of your Data Plan in sales and Pipeline meetings.  Example, your talking about XYZ Incorporated and you use your Data Plan uses the short form of “Inc”, then refer to the company as “XYZ Inc”.  This seems trivial, but reinforcement from all angles will reinforce data quality.

6. Tie good data management to fun incentive bonuses. Free lunch or night out for the king or queen of data.  If the record is not correct, conformed and complete (3 C’s of data entry) then no bonus.

7.  Publicly humiliate people that don’t conform the CRM Data Plan?  No, negative reinforcement is short-lived.  Think positive.  I’ve hung up $20 bills for sales reps to make it through a morning without saying “Um”,  “Ahh”, or “you know”.  It is a great training tools to bring attention to behavior they were not aware of.  Make good data entry practices part of your culture.

8.  Hire the right people.  Good reference question to ask when hiring.  “Was (Joe) the kind of person who had good data entry practices..did he document the sales process?”   CRM is so important to an efficient sales process, but little is asked about a person and how they utilized it in a previous job role.

Even if you have a technology solution like Broadlook’s CRM Shield to enforce your chosen data entry standard (CRM Data Plan), the human side of the equation plays a big part in overall CRM health.

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