CRM and scattered records
How do I stop duplicate data entry slowing down sales and service?
Identify the fields that sales and service both re-enter and choose one system to own them. Sync the needed information to the other system and remove unnecessary required fields. Keep exceptions visible when records cannot be matched safely.
What to check
- Which fields are entered more than once?
- Which system should own them?
- How are unmatched or conflicting records handled?