commercial real estate CRM

Jenifer Winningham  /   April 12, 2023

Keeping Up with Your Database

I’ve learned that keeping your commercial real estate CRM clean is essential for maintaining accurate and reliable information. Here are some best practices that I find helpful in ensuring that your data stays clean:

  1. Establish data entry standards. Create a set of guidelines for data entry to ensure that all data is entered consistently and accurately. This includes formatting guidelines, such as date and time formatting, as well as guidelines for the use of capitalization, punctuation, and abbreviations.
  2. Regularly update your database. Set a regular schedule for updating your database, whether it’s daily, weekly, or monthly. This will help to ensure that your data is always up-to-date and accurate.
  3. Verify data accuracy. Regularly verify the accuracy of your data by cross-checking it with external sources or by spot-checking data randomly. This can help you catch errors or inconsistencies early on, so you can correct them before they become bigger problems.
  4. Deduplicate your data. Eliminate duplicate entries in your database by using a deduplication tool. This will help to ensure that you’re not wasting resources on redundant data.
  5. Train your team on data hygiene. Ensure that your team understands the importance of data hygiene and is trained on the best practices for maintaining clean data. This will help to ensure that everyone is working towards the same goal and that your data stays accurate and reliable.
  6. Use automation. Consider implementing automation tools to help streamline data entry, updates, and deduplication. This can help to reduce the potential for human error and ensure that your data is consistently clean and accurate. A tool Mike Lipsey recommends for automation is ListGrabber.

By following these best practices, you can help ensure that your commercial real estate CRM data remains accurate, up-to-date, reliable, and you become Top of Mind, Easy to Find. Learn more about becoming Top of Mind, Easy to Find, in our Business Development Machine training module.

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