Do you suspect that your data might be slightly more compromised than you want? Are you uncertain whether your CRM system is running at best capacity? Take this quiz to find out if you are a candidate for a data cleanse. 1. On average, how long does it take you to find a name in your CRM system?
a. A few seconds. b. A few minutes. c. Eons. d. I don’t search, I just check Outlook on my phone.
2. What tool are you using to manage your leads and opportunities most of the time?
a. The CRM System. b. Outlook. c. Some other system. d. I have it all in my head.
3. How much time does it take you or your CRM Admin to get a list ready for import?
a. About a half hour. b. A lot of time, especially when it’s a big list. We do a lot in Excel. c. We just import it, and then clean up the the mess afterwards. d. A reasonable amount of time, a few hours or so.
4. What is the worst mistake that has happened as a result of the CRM system?
a. My sales rep called his client “Bob” instead of “Rob” the other day. He didn’t have his reading glasses on. b. A sales rep called an account, and his partner called just a half hour later to ask the same questions. Totally embarrassing. c. A botched import created 30 Bob Smiths in the CRM. The sales rep spent 4 days emailing back and forth with the CRM admin to figure out what happened and find the right lead, but by that time, he had lost the sale. d. A client of ours installed a CRM system, and then never used it. Waste of money!
5. What is your estimate of the number of duplicates in your system?
a. 1-2% b. 20% c. I have no idea. d. Too many to count.
Analyzing your answers:
If you answered mostly A, congratulations! Your CRM system seems to be in pretty good shape. You could always use a little tweaking, but overall you are doing well.
If you answered B at all, you could be in serious trouble. We suggest that you find out for sure. Take the Data Quality Report assessment right now. All it takes is two minutes for our program to scan your data and extrapolate the estimated number of duplicates on your system. It’s free, it’s totally secure, and will give you a completely accurate picture of how your data looks.
If you answered C, give us a call for a free consultation.
If you answered D, we suspect that you are not happy with your CRM system, like many companies out there. It’s hard to embrace a system that isn’t working, is frustrating, and seems clunky next to the system that you currently use. However, a good CRM system is like any other tool, and it’s up to the users to make the most out of what it has to offer. We like to say that with our suite of products, your CRM system can go above and beyond your expectations. Our speciality is ensuring good data quality, and we are here to help. Give us a call today.
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