Well,
after installing a ping post
technology you may
be going to make a follow up call and find out a member that had already
contacted the customer. Well, it is little more embarrassing but where does the
confusion lie? After your cross check the value you will clearly notice that
there was no record of a call made to the desired contacts but there was a
duplicate contact, which assigns to another sales representative.
With
the use of incomplete lead
management system and its data, it
is going to hamper the sales and the market performance. Many contacts might
change their contact numbers, email address or even their company as simple as
that. This problem might lead to accumulation of incomplete data or redundant
in the system. So how are you going to keep your lead management platform
clean?
Here
are three general tips, which will advise you to keep the lead management
system clean and save time ahead.
• Maintaining the complete data
You
have to ask yourself one question. How do you feel about the records stored in
your system? Are they complete or not? The lead management platform needs to
fill up the various places where you have many fields that are mandatory to
fill out. It is time consuming and as a sales representative, you need to take
care of the data and should not neglect it. The best way to deal with this data
is to set important field that will be mandatory such as – client name, email
address, phone numbers and the residential address. Therefore, you have to
determine the fields that are important to complete the information and encourage
users to fill up those important details.
• Avoid the storage of dup0licate leads
and contacts
Since
the email address is set as a unique identity for each, there is one simple
trick to prevent the duplicate records, only comparing the email address of the
contacts. While adding the contacts in the ping post technology, you will get
an option to check out whether the newly added records already exist in the
system or not. Now this is going to save the time and the effort and avoid
unnecessary duplicates.
• Merge the existing duplicate records
Preventing
the duplication of the data collected works great if you enter the data
manually use web forms or import them from other devices. However, how will you
eliminate the data and stop the duplication that already exists inside. The
duplicate records are not identical always. Two contacts might have the same
surname, email address or company name, but the phone number will not match up
with one another. This is sometimes frustrating and in that case, blindly deleting
one record and potentially losing the important data will help you to merge the
data from one contact to another.
Therefore,
it is important to clean the data from your lead generation system to maintain
it avidly. Maintaining data quality is necessary, and it is not a onetime
event. You have to start taking care from the beginning of the installation of
the device.