Data management for customers (or CDM) involves collecting, organizing, analyzing, and using data collected from customers so that customer service can be enhanced.
There are several kinds of data points you may collect, including information about your user’s behavior, like the amount of time they browsed your website before making a purchase, or information about your identity, such as your name, address, and position.
The advantages of managing customer data are as follows:
- Enhance customer experience
- Remove Customer Silos
- Improve targeting of the audience
- Clean data that is not required in future
- Increased customer acquisition
- More upsell and cross-sell opportunities
- Improved customer retention, customer lifetime value, and customer loyalty
- More effective marketing campaigns done that
- Customer trust
- Customer satisfaction
- Competitive advantage through better-personalized experiences
- Stronger customer relationships
The ability to easily manage customer data across multiple apps is essential to any business.
This article will discuss ways to ensure your customer data is organized, verified, and streamlined.
You’ll learn how to check for duplicate data and organize your customer data by segment, location, and other essential variables.
This blog will discuss ways by which you can manage customer data efficiently across multiple apps.
Keep reading this blog!
Create an all-in-one perspective of your prospects and customers
If you have data collected from multiple applications, your team must establish a single place that allows for aggregating all this customer information.
In order to achieve this, you should invest in technologies such as CRM, a customer data platform, or a data management platform.
Keep Clean, Accurate Data in Each App
The value of your customer’s data is the sum of its parts. Therefore, keeping that data fresh and reliable across all your apps is important.
To accomplish this, seek to have all records consistently up to date, consistent across apps, and free from errors or duplicates.
Continually monitoring customer data is standard practice. You will require continuous quality checks to ensure your customer data is up to date, giving your teams constant access to valuable insights.
Take your security on a serious note.
When you gather information about clients, such as their telephone numbers and addresses, along with details about their business finances, you will need to have a formal plan to protect this data.
This helps develop your client’s trust and can prevent you from a significant challenge later on.
Validating customer data
Having customer data that is accurate and up-to-date is essential to your business. However, the process of managing customer data can be complicated.
If your business uses multiple apps, you may end up with a mess.
First, you’ll need to figure out what tools and resources you need. This includes a data validation system. Ultimately, this will help you get a more accurate view of your customers.
The first step is to get all of your customer data organized. This will make it easier to create customer segments and customer personas.
It will also help you ensure that your data is clean and accurate.
Getting this data in order will allow you to serve your customers better. In fact, it might even save your company money.
One way to organize this data is to use a data management platform. These platforms allow you to create and manage customer segments and personas easily.
They can also help you identify duplicate records and resolve conflicting information.
Having this type of data is essential for B2B sales. When your customers submit information online, you want to ensure that their information is accurate and up to date.
When you do your research, you’ll discover a few data management tools on the market. Some can even automate the data management process.
While some of them are purely functional, others are more about enriching data.
Validating your data as you enter it is the best way to ensure its validity. This can be done using a script as the user enters the information.
Then, when the user moves to the following field, you can validate that information.
Checking for duplicate data
Whether you have thousands of records or a single account, identifying and removing duplicates is essential to your data quality management.
Identifying and correcting duplicates can increase the reliability of your analysis. However, you may also run into operational or technical issues.
In these cases, you may need the help of your IT or Operations team.
Duplicate detection is a feature of Salesforce that helps you keep track of duplicate records. It allows you to configure several criteria for different record types.
You can also set up custom fields to use for your duplicate detection. You can use standard matching rules, but these only cover some scenarios.
If you have many records, you may need to perform an automated or manual identification of duplicate records.
A manual identification involves comparing each record against all other records in your system. In this scenario, you may need to use a spreadsheet application or other tools to identify duplicate records.
Several apps can help you find and eliminate duplicates. These apps are easy to use, and you don’t have to be a Salesforce administrator to use them. You can also manually search and merge duplicate records if you wish.
If you need to automate your duplicate management, you can use Apex or Rest APIs to integrate duplicate checking into your Salesforce system.
There are also Lightning Components for this purpose. Flow Actions can also be used to integrate duplicate checking.
Datagroomr Duplicate Management is a powerful, easy-to-use deduplication app. It uses machine learning to clean up data.
Organizing customer data by segment, location, or other important variables
Organizing customer data by segment, location, or other vital variables across multiple apps can take time and effort.
For example, email marketing software may need to be equipped with the necessary behavioral data on social media.
A more innovative approach is to use a customer data platform (CDP) to consolidate the information into a single customer profile that can be used across various business systems.
There are many tools and techniques to help you do it right. One of the most critical steps is defining your scope of work.
You’ll want a clear idea of what customer data you’re collecting, how you plan on storing it, and how you plan to use it to drive sales and customer loyalty. You can now craft an effective marketing campaign once you’ve done that.
In order to track the right metrics, you must first determine which ones to track. While at it, use the correct terminology to describe your customer groups.
For example, if your customer groups are by gender, you’ll want to ensure that you’re tracking the appropriate gender metric. This can be done by keeping a gender-specific contact list and utilizing customer profile templates.
One of the most exciting uses of customer data is to track your customers’ purchase activities, which can be done through a customer data platform.
This can help you better understand your customers and ensure that your support team is prepared to assist them with their needs.
The more you know about your customers, the more likely you’ll be able to provide a better shopping experience and improve your overall customer satisfaction score.
The Bottom Line
In conclusion, managing customer data across multiple apps can be challenging, but it’s possible.
Following a few simple steps, you can quickly and easily collect and store customer data in an easily accessible location.