Following our CRM blog series, today we will talk a bit about the Maintenance of a CRM.

If you missed our latest posts of this series, do not forget to have a look into it :

Previously we mentioned the extensive positive effect that having a well-maintained CRM system can have in your business, and it requires proper maintenance to generate the best results.

When we talk about the maintenance of a CRM, the idea of it might sound a bit blur. However, it is like maintenance of any other thing, like a car. You can own the most expensive car, or even a cheaper one, if you do not undergo through the revisions, at some point, it will start to have problems.

To help you understand better what is the CRM maintenance, below we list **5 CRM Maintenance Basics** that are simple, but essential.

Clean Data Regularly

CRM is a database, daily recording numerous amount of information, and cleaning duplicated entries is part of the job to keep it in the best shape. The good news is that there are options of softwares that identify and remove these duplicated data automatically. But still, it is your job to keep an eye on it to make sure everything is functional.

Review Customisations

Over time, your CRM will be expanding in term of data inside of it, but also its customisations. It is highly recommended to check the number of custom fields added, broken links, inefficient or unmanaged workflows and removing or updating all these little inefficiencies. A small and simple task, that if done regularly, will keep your system sharp and efficient.

Backup your data

CRM contains confidential and valuable information for your business. Having a scheduled regular backup in basis will make sure that all this information is safely guarded.

Regulate your CRM

The CRM is integrated with various other enterprise tools, therefore, any small glitch that might happen to any of those systems can affect and slow down your CRM efficiency. Keeping a regular check to see if all information is flowing naturally and there are no obsoletes systems attached to your CRM will make sure to keeps its performance rate at the highest level.

Updates

Systems receive regular updates, new features, improvements and it is also highly recommended to keep up to date on all those news to make sure you are enjoying 100% of the full potential of your CRM. More and more CRM companies are providing webinar, online training, FAQs, guides to make sure you have the best out of it.

Here are UpRight, we have a team of specialists undertaking constant training and checking the latest trends and softwares to make sure that we provide you with the best service.

On last week article, we also mentioned some questions towards the implementation of a CRM.

How to implement it in your business? Is it complicated?
How many resources do you need?
Do you need to hire someone to take care of it? Is it better to hire a company?

There is not a one-answer-fits-all for these questions as it depends on your business specificities. We can anticipate that are plenty of CRM systems in the market and the implementation will vary on the one you pick. From next week we'll start sharing with you the difference between some softwares out there, and our opinion on each one of them.

Zoho CRM ;
Salesforce ;
Nimble ;
Freshsales ;
Bitrix24 ;
Among others ;

We will take you to the next level. Just tell us what you need!

We are offering a FREE 1 HOUR consultation with one of our Marketing & Sales specialists to understand your current business situation and find a solution tailor-made for you.

Do not hesitate to contact us and get more information about it.