Address list, compliance and duplicates

A CRM system can support enterprises in all customer-related processes in a sustained manner – from the new customer prospection to long-term customer loyalty. The basis for this is the complete customer and prospective customer data maintained in the CRM software – if the basis is mediocre, then the CRM processes built upon it cannot be successful. Therefore, SMARTCRM simplifies data maintenance and helps to optimize data quality.

Quality over quantity

Not only the quantity, but above all the quality of the data is decisive for successful customer and prospective customer care. It is not about collecting as much information as possible, but to manage the really important data in a structured way. An unstructured pile of data creates unnecessary burdens instead of informing the sales staff. Extracting the necessary information is time-consuming among others and bears the threat that important details go under.
If the sales staff has actually all meaningful information at a glance, this enables a sound visit preparation, a targeted advice and therefore a successful customer or prospective customer discussion. Service employees who have to process customer inquiries or hotline cases as quickly and competently as possible also need a quick overview of the customer’s history. Therefore, SMARTCRM highlights all important customer’s information on the SMART Board of the corresponding customer file. Direct links enable a targeted assignment of the data to projects for instance. In addition, important information of all customers are available on the general SMART Board right at the start of the system. This way, the staff immediately knows what needs to be done.

Avoiding duplicates

Duplicates hide a high risk: two sales colleagues can indeed write to the same prospective customer when an address was added twice. Equally disastrous: a sales employee creates a new address as prospective customer and does not know that this company already belongs to their customers. At best, the existing customer will be surprised by the acquisition inquiry, if not outright angry. These are only two simple examples in which an employee has not left a good impression to the customer or prospective customer. In order to completely avoid duplicates in your address list and their annoying consequences, SMARTCRM automatically checks whether the new address already exists in the CRM system. In addition, the CRM system offers the option of scanning the complete database for duplicate data records. If duplicates are found, they can easily be combined to one address without losing information such as the activity history. This way, SMARTCRM really prevents an unprofessional external impact.

Adhering to compliance requirements

Another important detail that should not be ignored when maintaining your address list is the topic compliance: contacts or companies that are mentioned on official black lists cannot be provided goods or services in accordance to the EU Anti-terror Act 2580-2001. For this reason, your data must be automatically checked against all black lists required by law. Since these lists are continuously updated and it is difficult to manually check a large volume of data, you should resort to professional software support. To comply with the law is particularly easy with SMARTCRM as the module SMARTCRM.Compliance provides the software preconfigured for the CRM system. Hereby, the database is automatically validated against all current black lists required by law also with American and Swiss lists – and of course meeting data privacy requirements as well. This way, you no longer have to worry about the anti-terror regulation – SMARTCRM ensures that you comply with them at any time and keeps you informed on suspicious addresses.