Keeping CRM Information Accurate.
Incorrect contact details, property links and notes quickly reduce the value of a database. Small updates made regularly keep it useful.
A database is only useful if the information can be trusted.
Incorrect details make follow-up harder and can lead to poor conversations.
Common problems.
These may include:
Old phone numbers
Invalid email addresses
Incorrect property ownership
Outdated buyer requirements
Wrong addresses
Old appraisal information
Incorrect categories or tags
Update records when you learn something new.
The easiest time to fix a record is when you are already speaking with the contact.
If they have moved, changed email address or bought a property, update the CRM at the same time.
Check property links.
Property ownership changes over time.
If the CRM still shows a contact as owning a property they sold years ago, future conversations may start on the wrong footing.
Keep property connections current where possible.
Review buyer information.
Buyer requirements can become outdated quickly.
Check details such as:
Preferred areas
Budget
Property type
Bedrooms
Timing
Whether they are still looking
Old buyer information creates unnecessary work and poor matches.
Fix errors when you see them.
Do not leave incorrect information for later.
Small corrections made as part of normal CRM use are much easier than a large clean-up later.
Accurate information makes the database easier to trust, easier to search and easier to use.