Do you also struggle with data cleansing?

Options
Mathias Kalr
Mathias Kalr Member Posts: 1

Managing contacts and keeping data tidy in our CRM always feels like a game of whack-a-mole. No matter how often we try to clean things up, duplicates and messy data creep back in.

Just curious, do you take time to regularly clean your data? Do you handle it internally or use any helpful tools?

As our team is relatively new to using a CRM, we want to stay on top of keeping the data clean but don't always have the bandwidth.

What's your strategy for keeping information clean and usable in your system?

Or do you even have this same problem in the first place? Thanks in advance!

Answers

  • Amit Sarda (AmitSarda.xyz)
    Options

    The first step is to not create a data mess in the first place. Carefully cleaning data before importing, and setting up automation such that duplicates are not created are 2 things to look into for this.

    Then, you can use tools like Dedupely to clean duplicates.

  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 1,143 COMMUNITY MANAGER
    5 Likes First Answer First Anniversary First Comment
    Options

    Hi @Mathias Kalr , we created a handy blog post on this topic, which includes Amit's advice above and a few other tips. Have a look here.