A CRM database serves as a central point for all of your company’s customer and prospect information. It provides sales and marketing teams one source of information, making it easier to organize, manage and use information in order to create perfect customer experiences.

A CRM will give you a greater insight into the customer’s purchasing habits and preferences. This makes it possible for sales and marketing to send targeted messages that improve conversions.

However CRMs are only as good as the quality of its information. It will be difficult for employees to locate the information they need http://www.notesjungle.com when a database is unorganized or messy, or has inaccurate, outdated or obsolete data. The ideal CRM will have tools that limit the possibility of data being dirty. This is why it is important to automate as much of the entry process as is possible to limit errors caused by human intervention. Setting up regular data audits can also help.

The way in which the users are trained and structured the users can affect the quality of the CRM data base. Whether your team uses the basic spreadsheet or an advanced CRM platform such as Pipedrive you must be able to properly use the database. The ideal CRM will come with a program of training that will teach your team how to optimize the tool to meet your business needs and sales lifecycle. If you operate an online store, for instance, you can give your employees access to Pipedrive Academy, which offers tutorials and demonstrations.