Posts tagged “data management”.

Clean Data Ensures Better CRM

Data Quality Matters

Data is viagra online the core-stone of a CRM solution and you need to make sure that the data it contains is clean.

Since information online viagra entry into the CRM is done by various people in the organization, it is a herculean task to maintain

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a standard and improve the data quality.

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Image Source: Techwyse.com

When communicating with customers – only when you have clean data in the CRM, you will be able to interact with them efficiently.

Efforts To Improve Data Quality In The Past

We identified that many of our customers faced an issue with maintaining data quality and have duplicate records of the same Account or Lead in the past.

To tackle this, over

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Merge Duplicate Accounts

Duplication of records youtube canadian pharmacy is primarily done through spelling checks. However in a real-world scenario – despite having entered the spellings online casino correctly there can be chances of duplication of records.

One such example is the way a company name is entered in the CRM. Lets say, the name of a company is ABKT Acoustics.

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You can use canadian journal pharmacy the Merge Accounts feature to merge duplicate record into the original record that you want to maintain in the CRM.

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Once you choose the correct information between the two accounts, you can click on Merge buy generic cialis online button at the bottom and melssCRM creates a unique clean record of the data.

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merge crm accounts 5We believe that this simple feature will help you eliminate duplicate records from accounts and make your CRM data clean.

Check out our previous blog on Speed Matters: CRM @ 0.6 Seconds.

If you would like to keep yourself informed on the viagra online latest features and updates, you can subscribe to melssCRM blog through email or Get Social With melssCRM Team.

Note:

Merge Accounts feature is available in Professional Edition and onwards.

Secure Your Data with One-Click Data Backup and Customize Your Own Reports

One-Click Data Backup

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To facilitate this, in viagra usa the latest upgrade we have added a new feature that enables you to download a copy of your entire data onto your machine.

databackup5

Custom Reports

Each business is unique and along with it comes a different metric to measure. We provide more than 50 pre-defined reports. However due to the intrinsic variations in every business, the need to customize a report comes in.

Based on the feedback received from our customers we have implemented Custom Reports. These dynamic reports will help you analyze your business’ metrics better.

For example if you want to generate a list of complaints that have been pending for viagrageneric-edtop more than 10 days in the month cialis viagra comparison of January, 2010, you can get it by customizing your own report.

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Note: One-click data back up and Custom reports can viagra oder cialis be used only when the

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We do not rely on your individual data backup copy for restoration purposes.

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How do I Customize my own report?