crm-cleanup

/ˌsiːɑːrˈɛm ˈkliːnʌp/
EnglishCRMdata managementbusiness processIT+2 til

Definisjon

Prosessen med å organisere, oppdatere og fjerne utdaterte eller feilaktige data i et Customer Relationship Management (CRM)-system for å forbedre datakvalitet og operasjonell effektivitet.

Synonymer3

CRM data cleansingCRM data maintenanceCRM data management

Antonymer2

CRM data corruptionCRM data clutter

Eksempler på bruk1

1

The company scheduled a crm-cleanup to remove duplicate contacts and outdated information; Regular crm-cleanup helps maintain accurate customer records; After the crm-cleanup, the sales team noticed improved efficiency in targeting clients.

Etymologi og opprinnelse

The term combines the acronym 'CRM' (Customer Relationship Management), which originated in the 1990s to describe software systems managing customer interactions, with 'cleanup,' derived from Old English 'clēne' meaning 'clean' and 'up' indicating completion, referring to the act of making something clean or orderly.

Relasjonsmatrise

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Ad monitoring software

Ad monitoring software tracks and analyzes the performance, placement, and compliance of digital advertisements across various platforms, generating large volumes of data about ad interactions, audience engagement, and campaign effectiveness. CRM-cleanup involves the systematic process of refining and updating customer relationship management data to ensure accuracy, remove duplicates, and maintain relevant customer profiles. The relationship between these two lies in the integration of ad performance data into the CRM system: by feeding cleaned, accurate ad interaction data into the CRM, businesses can better attribute leads and conversions to specific ad campaigns, enabling more precise customer segmentation and targeted follow-up actions. Conversely, a well-maintained CRM ensures that the data used to evaluate ad effectiveness is reliable, preventing misattribution caused by outdated or incorrect customer information. This synergy enhances marketing ROI analysis, supports more informed budget allocation decisions, and improves the personalization of marketing communications based on verified customer engagement data derived from ad monitoring. Therefore, ad monitoring software and CRM-cleanup work together to create a feedback loop where clean customer data improves ad targeting and attribution, and accurate ad data enriches customer profiles for strategic marketing execution.

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ad server

CRM-cleanup involves the systematic process of verifying, updating, and removing inaccurate or outdated customer data within a Customer Relationship Management system. This ensures that the customer profiles and segmentation data are accurate and reliable. An ad server relies heavily on precise audience data to deliver targeted advertisements effectively. When CRM data is clean and up-to-date, it enables the ad server to better match ads to the right customer segments, improving targeting precision and reducing wasted ad spend. Furthermore, cleaned CRM data can be integrated into ad servers for audience creation, frequency capping, and personalization strategies. Conversely, insights from ad server performance can highlight discrepancies or gaps in CRM data, prompting further cleanup. Therefore, CRM-cleanup directly enhances the quality of audience data feeding into ad servers, which in turn optimizes digital ad delivery and campaign ROI.

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is a tool for improving data quality and prioritization

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Account based marketing (ABM)

Account Based Marketing (ABM) focuses on targeting and engaging specific high-value accounts through personalized campaigns, which requires highly accurate, complete, and up-to-date customer data to be effective. CRM-cleanup is the process of auditing, deduplicating, and enriching CRM data to ensure data integrity and reliability. Without CRM-cleanup, ABM efforts risk targeting incorrect contacts, duplicating outreach, or missing critical account insights, leading to wasted resources and reduced campaign effectiveness. By maintaining a clean CRM, marketing and sales teams can confidently identify the right stakeholders within target accounts, tailor messaging based on accurate account attributes, and track engagement precisely. This alignment ensures that ABM campaigns are executed on a foundation of trustworthy data, enabling precise segmentation, personalized communication, and reliable measurement of account engagement and pipeline influence. Therefore, CRM-cleanup directly supports the operational success of ABM by providing the necessary data hygiene to execute account-centric strategies effectively.

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Account executive

An Account Executive (AE) is responsible for managing client relationships and driving sales, often relying heavily on Customer Relationship Management (CRM) systems to track leads, opportunities, and communications. A 'crm-cleanup' refers to the process of auditing, updating, and organizing CRM data to ensure accuracy and usability. The relationship between an AE and crm-cleanup is practical and cyclical: clean, accurate CRM data enables the AE to prioritize prospects effectively, tailor communications based on up-to-date client information, and avoid redundant or misdirected outreach. Conversely, the AE’s ongoing input and feedback highlight data inconsistencies or outdated records that necessitate crm-cleanup efforts. Without regular crm-cleanup, the AE risks working with stale or incorrect data, which can lead to missed sales opportunities, inefficient workflows, and damaged client trust. Therefore, crm-cleanup directly supports the AE’s ability to execute targeted, efficient sales and account management strategies, while the AE’s usage patterns and data entry practices influence the frequency and focus areas of crm-cleanup initiatives.

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