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When you need to revitalize your business, where do you turn? If you’re constantly looking for the latest and greatest marketing bells and whistles, or complaining because there aren’t enough leads coming in, you may need to turn to the simplest, most predictable and most controllable aspect of your sales funnel — your CRM.
If it’s been a while since you dug into your database, the time is now. Here’s how to make sure it’s updated, productive and ready to set you up for long-term success.
Why regular health checks are vital for your CRM
Too many agents and brokers are guilty of feeding their CRM new information without ever updating the information that’s already there. Your outreach is only as good as the accuracy and reliability of the data in your database.
If you want to be as efficient and consistent as possible in reaching out to your sphere of influence, and you want to make better decisions about whom to reach out to when, regular health checks are essential.
Key components of a database health check
When you undertake a checkup of your CRM, you’ll want to make sure that you hit all the highlights. These include:
- Data accuracy: Update property details for homeowners in your database. Add personal details, including updated contact information, social media handles and life events.
- Database security: Make sure that you’re regularly updating passwords and access credentials so that you keep the information in your database safe.
- Performance optimization: Remove duplicate entries, and make sure that you’ve updated to the most recent version of your CRM so that you’re able to take full advantage of its capabilities.