A walkthrough of the CRM Data Grader tool, which scans your CRM database to find and fix data quality problems that hurt marketing and sales performance. The demo shows how the app identifies issues and helps you clean them up.
Hey guys, if you're working with a CRM and growing your database, chances are the data issues become impossible to ignore. With the CRM data grader, you can easily pinpoint data issues that need to be fixed at a user friendly glance. Your marketing sales performance is only as good as the customer data that they use. Accurate CRM data is vital for proper marketing and sales practices. Whether you're trying to keep your costs down, declutter your database, or get rid of low quality data, you always have an ongoing need to keep your database clean. Your customer data grows and becomes more complicated. You're onboarding to a new CRM and migrating data. Maybe you're about to start a routine cleanup for an upcoming project or checkup. Or maybe you acquired a new database and you're not confident in its accuracy. With the CRM data grader, you can get a clear picture of your database. Check out your overall score. The number you see is the percentage of your database that is good. The rest of the not so good let's take a look at your bad data. See how many records have one or more data issues for each record type, like how many contact records have one or more data issues. Dive into the detailed breakdown of data issues or findings, from duplicates to invalid data and more. You might be surprised to see which fields are affecting your data and accuracy and thus your marketing and sales efforts. If you have the Incycle Data Management App Free trial, you'll be able to check out the records in question right from the report. It's the one stop tool for all of your data management needs. Seamlessly integrate it into the CRM with just one click. Share your CRM data grade with your colleagues or supervisors to start planning next steps to tackle your data issues. Download a PDF report and email it directly to your team. If you can't measure it, you can't improve it. Get your CRM data grade today.
