If you are moving CRM systems or are setting up one for the first time, cleansing existing customer data is essential

A long established client contacted us for help to cleanse their existing customer data ready for uploading into a new CRM system.

The client had already identified some areas of cleansing that were required such as, new fields of information that would need populating including the types of products each client purchased. 

Although the currentwas highly populated, there were issues around the accuracy of the information. 

They were looking for a company who could do the following:

• Standardise all of the current fields into the new CRM field headings
• Check all buyer and accounts contact details were correct and make changes where required
• Update marketing preferences for newsletters and email promotions
• Record all of the products that were of interest to each company
• Break up and standardise postal addresses
• Carry out cleansing of existing information by telephone

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