{"id":3929,"date":"2016-03-16T22:41:10","date_gmt":"2016-03-17T05:41:10","guid":{"rendered":"https:\/\/www.vtiger.com\/blog\/?p=3929"},"modified":"2016-03-16T22:41:10","modified_gmt":"2016-03-17T05:41:10","slug":"get-rid-of-dirty-data-in-your-crm-and-save-upto-100-spent-on-maintaining-a-dirty-record","status":"publish","type":"post","link":"https:\/\/www.vtiger.com\/blog\/get-rid-of-dirty-data-in-your-crm-and-save-upto-100-spent-on-maintaining-a-dirty-record\/","title":{"rendered":"Clean up \u201cdirty data\u201d in your CRM and save up to $100 per record on maintenance and lost opportunities"},"content":{"rendered":"

\nDuplicate records, incomplete record entries, typos, and contact data degradation over time, create an enormous chunk of what we like to call \u201cdirty data\u201d in a CRM system. According to a recent study<\/a>, if businesses don\u2019t clean up existing CRM data, and take action to stop new dirty data from making its way in, it can end up costing them up to $100 per CRM record in lost opportunities and poor customer experiences.\n<\/p>\n

\"$100 <\/a><\/p>\n

\nVtiger can help you ensure that your CRM data is clean and error-free by automating record creation whenever possible, restricting data editing privileges on a need-to-use basis, and even preventing duplicate records from being created when you create new records, modify existing records, or sync records with third party software.\n<\/p>\n

\nPrevent the creation of duplicate records with rule-based automatic duplicate checks
\n<\/h2>\n

\nHaving duplicate CRM records means spending extra space, money, and human resources to maintain them. With duplicate contacts, marketing team send out same promotional emails to the same contact multiple times and multiple sales associates contact the same person to win business. Needless to say, both the scenarios waste time and annoy customers.\n<\/p>\n

\"create-duplicate-record-3\"<\/a><\/a><\/p>\n

\nTo maintain CRM data integrity, Vtiger automatically checks for duplicates<\/a> before importing them from different sources. If it finds one, Vtiger instantly alerts the user during the import. Want to search for potential duplicates already in Vtiger? Just use the duplicate record merge tool<\/> to merge those found into a record containing only the latest information.\n<\/p>\n

Eliminate manual data entry errors with automated data entry and sync data from other software you use<\/h2>\n

\nBusinesses should integrate CRM with the other software they use, like Office 365<\/a>, Quickbooks<\/a>, Xero<\/a>, Gmail<\/a>, and others they use<\/a> so that data flows seamlessly between apps. Otherwise, having up to date data in the CRM and the other systems require manual data entry either in one system or both. With that being the case, even a single mistake can be costly when dealing with mission-critical information.\n<\/p>\n

\"Open_Mailroom\"<\/a><\/p>\n

\nAutomate data entry<\/a> to eliminate any potential manual errors. Vtiger integrates seamlessly with the software you already use and synchronizes data between systems in just a click. It automatically creates new records and updates existing record fields automatically. One such integration tool for email is Vtiger\u2019s Mailroom<\/a>. It can create new CRM records using content from the email’s body. So when you receive an email with a hot lead’s contact information, mailroom creates a lead record, auto-completes the lead fields using information in the email body, and assigns it to a sales associate.\n<\/p>\n

Restrict which users can modify data with sharing rules<\/h2>\n

\"advanced_sharing_rules\"<\/a><\/p>\n

\nWhen your data is an invaluable part of your business, who should be allowed to see and edit it? At some companies it’s everyone. At others, those privileges are restricted to just managers. However you do it, Vtiger\u2019s configurable sharing rules<\/a> let you dictate who can modify records, with advanced custom rules<\/a> that let you set privileges down to the individual field level.\n<\/p>\n

\nThese three techniques can help you keep your CRM dataset clean and accurate so that you can focus on delivering a great customer experience. Have any questions? Please leave us a comment below or send us an email at support@vtiger.com<\/p>\n","protected":false},"excerpt":{"rendered":"

Duplicate records, incomplete record entries, typos, and contact data degradation over time, create an enormous chunk of what we like to call \u201cdirty data\u201d in a CRM system. According to a recent study, if businesses don\u2019t clean up existing CRM data, and take action to stop new dirty data from making its way in, it… .Clean up \u201cdirty data\u201d in your CRM and save up to $100 per record on maintenance and lost opportunities<\/span><\/a><\/p>\n","protected":false},"author":29,"featured_media":3931,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_eb_attr":"","neve_meta_sidebar":"","neve_meta_container":"","neve_meta_enable_content_width":"","neve_meta_content_width":0,"neve_meta_title_alignment":"","neve_meta_author_avatar":"","neve_post_elements_order":"","neve_meta_disable_header":"","neve_meta_disable_footer":"","neve_meta_disable_title":"","neve_meta_reading_time":"","_themeisle_gutenberg_block_has_review":false,"_ti_tpc_template_sync":false,"_ti_tpc_template_id":"","footnotes":""},"categories":[3],"tags":[],"class_list":["post-3929","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-all"],"yoast_head":"\nClean up \u201cdirty data\u201d in your CRM and save up to $100 per record on maintenance and lost opportunities - Vtiger CRM Blog<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.vtiger.com\/blog\/get-rid-of-dirty-data-in-your-crm-and-save-upto-100-spent-on-maintaining-a-dirty-record\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Clean up \u201cdirty data\u201d in your CRM and save up to $100 per record on maintenance and lost opportunities - Vtiger CRM Blog\" \/>\n<meta property=\"og:description\" content=\"Duplicate records, incomplete record entries, typos, and contact data degradation over time, create an enormous chunk of what we like to call \u201cdirty data\u201d in a CRM system. According to a recent study, if businesses don\u2019t clean up existing CRM data, and take action to stop new dirty data from making its way in, it… .Clean up \u201cdirty data\u201d in your CRM and save up to $100 per record on maintenance and lost opportunities\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.vtiger.com\/blog\/get-rid-of-dirty-data-in-your-crm-and-save-upto-100-spent-on-maintaining-a-dirty-record\/\" \/>\n<meta property=\"og:site_name\" content=\"Vtiger CRM Blog\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/vtiger\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.vtiger.com\/blog\/wp-content\/uploads\/2016\/03\/get-rid-of-dirty-data-1.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"800\" \/>\n\t<meta property=\"og:image:height\" content=\"299\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Shree Krupa K\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@vtigercrm\" \/>\n<meta name=\"twitter:site\" content=\"@vtigercrm\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Shree Krupa K\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 minutes\" \/>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Clean up \u201cdirty data\u201d in your CRM and save up to $100 per record on maintenance and lost opportunities - Vtiger CRM Blog","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.vtiger.com\/blog\/get-rid-of-dirty-data-in-your-crm-and-save-upto-100-spent-on-maintaining-a-dirty-record\/","og_locale":"en_US","og_type":"article","og_title":"Clean up \u201cdirty data\u201d in your CRM and save up to $100 per record on maintenance and lost opportunities - Vtiger CRM Blog","og_description":"Duplicate records, incomplete record entries, typos, and contact data degradation over time, create an enormous chunk of what we like to call \u201cdirty data\u201d in a CRM system. According to a recent study, if businesses don\u2019t clean up existing CRM data, and take action to stop new dirty data from making its way in, it… .Clean up \u201cdirty data\u201d in your CRM and save up to $100 per record on maintenance and lost opportunities","og_url":"https:\/\/www.vtiger.com\/blog\/get-rid-of-dirty-data-in-your-crm-and-save-upto-100-spent-on-maintaining-a-dirty-record\/","og_site_name":"Vtiger CRM Blog","article_publisher":"https:\/\/www.facebook.com\/vtiger","og_image":[{"width":800,"height":299,"url":"https:\/\/www.vtiger.com\/blog\/wp-content\/uploads\/2016\/03\/get-rid-of-dirty-data-1.jpg","type":"image\/jpeg"}],"author":"Shree Krupa K","twitter_card":"summary_large_image","twitter_creator":"@vtigercrm","twitter_site":"@vtigercrm","twitter_misc":{"Written by":"Shree Krupa K","Est. reading time":"3 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/www.vtiger.com\/blog\/get-rid-of-dirty-data-in-your-crm-and-save-upto-100-spent-on-maintaining-a-dirty-record\/#article","isPartOf":{"@id":"https:\/\/www.vtiger.com\/blog\/get-rid-of-dirty-data-in-your-crm-and-save-upto-100-spent-on-maintaining-a-dirty-record\/"},"author":{"name":"Shree Krupa K","@id":"https:\/\/www.vtiger.com\/blog\/#\/schema\/person\/64f2d2251c4434e5ee72213f107edce6"},"headline":"Clean up \u201cdirty data\u201d in your CRM and save up to $100 per record on maintenance and lost opportunities","dateModified":"2016-03-17T05:41:10+00:00","mainEntityOfPage":{"@id":"https:\/\/www.vtiger.com\/blog\/get-rid-of-dirty-data-in-your-crm-and-save-upto-100-spent-on-maintaining-a-dirty-record\/"},"wordCount":556,"commentCount":0,"publisher":{"@id":"https:\/\/www.vtiger.com\/blog\/#organization"},"articleSection":["All"],"inLanguage":"en-US"},{"@type":"WebPage","@id":"https:\/\/www.vtiger.com\/blog\/get-rid-of-dirty-data-in-your-crm-and-save-upto-100-spent-on-maintaining-a-dirty-record\/","url":"https:\/\/www.vtiger.com\/blog\/get-rid-of-dirty-data-in-your-crm-and-save-upto-100-spent-on-maintaining-a-dirty-record\/","name":"Clean up \u201cdirty data\u201d in your CRM and save up to $100 per record on maintenance and lost opportunities - Vtiger CRM Blog","isPartOf":{"@id":"https:\/\/www.vtiger.com\/blog\/#website"},"dateModified":"2016-03-17T05:41:10+00:00","breadcrumb":{"@id":"https:\/\/www.vtiger.com\/blog\/get-rid-of-dirty-data-in-your-crm-and-save-upto-100-spent-on-maintaining-a-dirty-record\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.vtiger.com\/blog\/get-rid-of-dirty-data-in-your-crm-and-save-upto-100-spent-on-maintaining-a-dirty-record\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/www.vtiger.com\/blog\/get-rid-of-dirty-data-in-your-crm-and-save-upto-100-spent-on-maintaining-a-dirty-record\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.vtiger.com\/blog\/"},{"@type":"ListItem","position":2,"name":"Clean up \u201cdirty data\u201d in your CRM and save up to $100 per record on maintenance and lost opportunities"}]},{"@type":"WebSite","@id":"https:\/\/www.vtiger.com\/blog\/#website","url":"https:\/\/www.vtiger.com\/blog\/","name":"Vtiger CRM Blog","description":"Latest CRM Topics, Tips, Insights and Updates","publisher":{"@id":"https:\/\/www.vtiger.com\/blog\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.vtiger.com\/blog\/?s={search_term_string}"},"query-input":"required name=search_term_string"}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/www.vtiger.com\/blog\/#organization","name":"Vtiger","url":"https:\/\/www.vtiger.com\/blog\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.vtiger.com\/blog\/#\/schema\/logo\/image\/","url":"https:\/\/www.vtiger.com\/blog\/wp-content\/uploads\/2023\/02\/vtiger-logo-only.png","contentUrl":"https:\/\/www.vtiger.com\/blog\/wp-content\/uploads\/2023\/02\/vtiger-logo-only.png","width":490,"height":399,"caption":"Vtiger"},"image":{"@id":"https:\/\/www.vtiger.com\/blog\/#\/schema\/logo\/image\/"},"sameAs":["https:\/\/www.facebook.com\/vtiger","https:\/\/twitter.com\/vtigercrm"]},{"@type":"Person","@id":"https:\/\/www.vtiger.com\/blog\/#\/schema\/person\/64f2d2251c4434e5ee72213f107edce6","name":"Shree Krupa K","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.vtiger.com\/blog\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/9cb3475caac7a956fcbda3cb05ec445f?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/9cb3475caac7a956fcbda3cb05ec445f?s=96&d=mm&r=g","caption":"Shree Krupa K"},"url":"https:\/\/www.vtiger.com\/blog\/author\/shreekrupa\/"}]}},"_links":{"self":[{"href":"https:\/\/www.vtiger.com\/blog\/wp-json\/wp\/v2\/posts\/3929","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.vtiger.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.vtiger.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.vtiger.com\/blog\/wp-json\/wp\/v2\/users\/29"}],"replies":[{"embeddable":true,"href":"https:\/\/www.vtiger.com\/blog\/wp-json\/wp\/v2\/comments?post=3929"}],"version-history":[{"count":0,"href":"https:\/\/www.vtiger.com\/blog\/wp-json\/wp\/v2\/posts\/3929\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.vtiger.com\/blog\/wp-json\/wp\/v2\/media\/3931"}],"wp:attachment":[{"href":"https:\/\/www.vtiger.com\/blog\/wp-json\/wp\/v2\/media?parent=3929"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtiger.com\/blog\/wp-json\/wp\/v2\/categories?post=3929"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtiger.com\/blog\/wp-json\/wp\/v2\/tags?post=3929"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}