The garbage in, garbage out saying is true in all cases, but especially so when it comes to putting information within your CRM. If you can’t rely on the information that is being put in your CRM, you can’t rely on the accuracy of reporting, insights, alerts, smart lists, or literally everything as my ten-year-old would say. Making consistent efforts to create and maintain data integrity within your organization will help you set yourself apart from the competition!

Here’s what data integrity should look like within your database.

Accurate Client Information
Taking the time to collect the proper contact information, preferences, and communication history ensures that you are supplementing whatever your technology is auto-collecting from their activities. Having this allows you to ensure that you are staying timely with your services as well as personalizing the content and conversation wherever possible to build rapport, connection, and trust. Take notes and pay attention!

Efficient Transaction Management
If your CRM reflects a transaction’s true status and all communications then everyone within your organization can collaborate to take action to ensure a high level of service and communication. Being able to rely on this information ensures that fewer balls get dropped and increases the chances your transaction makes it to closing. 

Compliance with Regulations
Data privacy and communication laws are something that should be taken seriously. If your CRM has a high level of data integrity, it helps you to stay compliant and protects sensitive client information from breaches.

Improved Decision-Making
The more information you have about what your client wants, needs, and why, the better decisions you can make in advising them. Just as we rely on the data for market trends, MLS information, and property values to be correct, our own internal information needs to be accurate as well.

Use our guide on how to clean up your Follow Up Boss Account or, if you’re not a do-it-yourself-er we can perform a free assessment on your account to get you pointed in the right direction.