FREE GUIDE
Create a CRM you can trust with data entry automation
When manual data entry hinders your sales focus, it’s time to explore solutions to automate data entry. So, what can you do about it?
Check out our FREE guide below.
Data entry automation guide
Tired of singing the CRM blues? We don’t blame you.
Data entry automation: maximizing your CRM’s potential
- How do I capitalize on the full potential of my CRM?
- How can I update my CRM without performing data entry tasks?
- Cross-sell more effectively
- How accurate is my CRM data currently?
- What are the best practices for automating data entry in CRM systems?
- What tools do I need?
This guide is for you. Simply fill out the form and download the PDF.
Salesforce estimates that 91% of CRM data is incomplete.
Customer data is getting missed, or it’s full of inaccuracies; either way, it’s bad for business.
Bad data comes at a cost
How do you look when you call someone only to realize that a colleague called the same person last week?
That information should have been readily available via your CRM, saving you both the embarrassment.
How unprofessional is it to arrive at a meeting unprepared, oblivious to important details about the person you’re scheduled to meet, their needs, and what’s been previously discussed?
You could spend hours searching for information, but a properly functioning CRM contains this information; it’ll even send you an automatic pre-meeting digest to make meeting prep quick and easy.
What about opportunities that you are not even aware of? With dirty data clouding your way, you can’t take advantage of the wins sitting in your CRM.
Automate your CRM data entry now – Get our Free Guide!
Data decays at a rate of 70% per year.
Even if you’re managing to enter accurate information, it is a constant struggle to keep it that way.
FAQ
Data entry automation refers to the use of technology to automatically capture, process, and input data into systems, removing the need for manual entry. This method helps overcome challenges such as errors and inefficiencies associated with manual data entry, especially within CRM systems.
How can automating data entry improve CRM adoption?
Manual data entry often poses challenges within teams, influencing CRM adoption rates. Team members frequently perceive this task as time-consuming and error-prone, leading to hesitancy in fully embracing CRM data. By automating data entry, the friction associated with manual processes is eliminated, making it easier for teams to adopt and utilize CRM systems effectively. This ensures that all client information is accurate and up-to-date, allowing teams to focus on more value-added activities.
What are the benefits of using data entry automation for CRM?
Automating data entry in CRM systems offers numerous benefits, including:
1. Increased efficiency: by speeding up data entry
2. Enhanced data accuracy: reducing the risk of human errors
3. Improved productivity: For greater focus on revenue-generating activities
4. Higher adoption: removing the burden of data entry and increasing trust in the quality of data
Success stories in automating data entry
See how professional services leaders are applying customer intelligence to their digital transformation strategies to unlock growth, while strengthening client relationships during uncertain economic times.
“Implementing Introhive was one of the simplest we’ve come across.”
“It almost seemed too good to be true.”
“We now have a 97% data accuracy rate for our CRM systems which is pretty unique.”
“It’s up to date, it’s timely, it’s clean, it’s correct, it’s frictionless and it doesn’t require the fee earners or the admin support to put any manual effort into the process.”
“It’s far easier to sell to someone where you have a warm relationship versus a cold one. The insights we get from Introhive add real value to our firm.”
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