by johnt
15. February 2012 13:33
Any CRM system is very dynamic and from the point of entry of information it immediately becomes available for use across the company.
A likely scenario, a sales person captures details of a client, the contact information is made instantly available across the company from accounts to distribution, IT etc. If there are any errors, the impact is seen right across the company.
The next question is who owns data, and who should be responsible for any changes. As far as the sales person is concerned they need an email address and telephone number, where invoices go to is not his concern, he wants to make sure he has the entire buyer contact details right.
Therefore in this dynamic environment it is crucial to get the data correct.
Setting up Postcode Lookup at the front end of your CRM system means you can accurately capture the address details, oh and the ‘hard pressed’ sales person doesn’t have to fill in all the details. You can also add email validation and telephone validation to check not only that syntax is correct but both can receive communications, all in real time.
With these simple measures in place your CRM will start to become a more powerful tool and everyone will feel confident using the data.