What does better CRM data mean and how do you get it?

1. Start by identifying the data that you need to clean up. Gather a list of the data problems that your company and staff face - this might include outdated or incorrect contact information, duplicated records, or old out of date CVs.

2. Next, make a plan for how you will address these issues. This might involve deleting or archiving rubbish records, merging duplicates, and filling in missing information.

3. To tidy up unnecessary records, you will need to go through your CRM and identify any candidates or clients who are no longer relevant to your business. You can then delete or archive these records from your CRM to ensure that you are only tracking current and active candidates and clients. Old records that have had no activity for years should also be archived.

4. To merge duplicated records, you will need to identify any candidates, contacts or clients who have multiple records in your CRM. You can then merge these records into a single, comprehensive profile to avoid confusion and ensure that you are tracking all of the relevant information in one place. Start with candidates, then do companies, start easy and then move to ones that you had jobs or placements with. Finally, dedupe your contacts.

5. To fill in missing information, you will need to go through your CRM and identify any profiles that are incomplete. There will be data that you update using logic, like update statuses or update phone numbers with country codes. You can then reach out to the relevant candidates or clients to request the missing information using automations.

6. Once you have cleaned up your data, it's important to maintain it on an ongoing basis. This might involve regularly reviewing and updating your records, as well as establishing processes to ensure that new data is entered accurately and consistently.