Once you deploy your CRM software, the data you get is only as good as it is entered. Taking short-cuts or entering information in the wrong fields is a quick way to sabotage the data in no time. While you can’t control every data-entry scenario, here are a few of the most common mistakes.
- Entering The Minimal Required Data: In order to make data entry easier on your team, Microsoft Dynamics® CRM allows you to customize data entry fields as mandatory, business recommended, or optional. This way, they won’t be able to cut corners when it comes to the integrity of your data.
- Data Duplication: Nothing is more frustrating than realizing you have a number of duplicates in your CRM system. In Microsoft Dynamics CRM, you can use data duplication rules that generate alerts when there is a duplicate entry.
Microsoft Dynamics CRM has your back while you’re going through data entry. Yes, it can be a tedious process, but when the solution is checking things on the backend, it can make a tedious process much more streamlined…and accurate! Best of all, your CRM data can remain meaningful for your business.
By Alexandra Gonzalez with PANGEA Business Solutions, Microsoft Dynamics Partner out of Florida