Frequently Asked Questions

Data Management

The most popular questions on data management and CRM data from the friendly experts at Rocket CRM.

How can I Improve my data?

We always advise that businesses adopt robust data management processes if they don’t already have them, as data is one of the company's most valuable assets in this increasingly data-driven world.

As we deal with many smaller businesses, it is often their first venture in data management and CRM. Therefore, purchasing a new CRM is a high investment and a considerable risk to the business.

A CRM is only good as the data inputted to it, whether manual or automated, so businesses must ensure the data they import into their new CRM is top quality.

There are several ways a business can maintain a healthy database to ensure GDPR compliance and quality sales and marketing activity.

Read our Tips on good data management for more advice.

How does CRM manage data better?

CRM software helps businesses manage and leverage data for better sales, marketing and customer service activity.

Leading CRM software such as Dynamics 365 helps businesses manage, access and utilise data quickly and accurately. Its unified data interface means that individuals across the organisation can gain better insight into the customer or leads needs and where they are in their buyer journey.

This insight and customer knowledge can place a business at a distinct advantage over those who aren’t as close to their customers. Real-time data and 360 view of the customer means that sales, marketing and customer service activity can be aligned, and marketing communications can be tailored and timely.

When combined with powerful marketing automation software, CRM systems can leverage data to another level and deliver highly personalised and efficient digital marketing communications by streamlining, automating and tailoring email communications.

In summary, CRM software helps businesses operate more effectively and more flexibly and agile.

Tips on good data management

7 steps to better quality data in your new CRM system

Speak to an expert

If you need more advice,  drop us a message and we'll be happy to help.

Rocket CRM are your friendly CRM experts, who specialise in Dynamics 365 software but have wealth of knowledge in data and CRM systems.