CRM and scattered records
How do I stop customer records being scattered across spreadsheets, emails, and other tools?
Choose one customer system as the main record and connect other tools to it. Bring in the important history and status without copying every piece of data unnecessarily. Clean duplicates and define where new customer information should be entered going forward.
What to check
- Which system will hold the main customer record?
- What information is scattered today?
- How will duplicates be cleaned and prevented?