CRM Data Health

The Story of Your CRM

You start with the perfect database. It's set up exactly how you want it. Your team has reliable data they can work with. Your managers have accurate records and useful reports that drive planning and forecasting. Above all, your customers are happy: they trust you and your business grows.

How long does this last?

As every business experiences, customer data degrades from the moment you capture it. Contact details change, people switch roles, fields are left empty and data entry errors create duplicate records. Reports aren't as accurate and your customers aren't convinced that you remember the massive order they placed a few months ago.

It's Time to Take Your Data Health Seriously

Keeping your data clean, complete and accurate takes effort. As customer data experts, we help you understand the health of your data and take steps to fix any emerging problems. We build solutions that ensure you and your team are getting the very best out of your CRM platform.

How Healthy is Your Data?

If you think your data isn't as healthy as it should be, you're not alone.

How do you compare? Six numbers you already know are enough - try our data health calculator.

If you want to know how healthy your data is, and how to fix problems before they get in the way of revenue, we can help. Please get in touch.

The Flowbird Solution

Healthy CRM data means your customer records are accurate, unique, complete and consistent.

• Every record follows agreed standards and has clear ownership. You regularly remove duplicates and deal with inconsistencies.
• You are able to add in automations and integrations, and they work the way you need them to.
• You have processes in place to manage your data as your systems and teams grow.

We used our customer data expertise to provide a series of data services that restores and protects your perfect database.

Data Audit

An in-depth, independent analysis that gives you essential insights to help you spot and deal with any glitches. You'll be confident that your CRM is fit for purpose, and you'll know how to fix emerging issues. See what a CRM data audit covers.

Data Cleaning

A thorough and systematic process that removes duplicates, standardises fields and repairs broken entries. You'll have one single record that you can trust to guide customer interaction. See how CRM data cleaning works.

Data Migration

A carefully structured transfer of data between systems (including cloud and on-premise), removing messy entries and resetting internal processes. You'll open up new possibilities for automations, integrations, reporting and analysis. See how a CRM data migration runs.

Data Integration

Merging data to restore one entry per customer, with effective syncing and monitoring processes to manage future discrepancies, designed for you by Flowbird, using Make. You'll have complete records that are always up to date. See how CRM data integration works.

Data Enrichment

Enhanced data provision that uses referenceable, reliable data sources to fill gaps in your data fields. You'll have complete data that means you can target and prioritise the right customers to drive growth. See what CRM data enrichment adds.

Data Rescue

On-call support to help you when things are going wrong. We stop further damage, protect your data then find and fix the problem. We assess and repair damage, then make sure the same issue can't happen again. You'll understand what's gone wrong and how to protect your data and CRM going forward. See how CRM data rescue works.

Short Term Action or Ongoing Support?

Project Support

Sometimes project support meets your needs: you engage us for a specific purpose, we deliver and you move forward with an improved CRM and healthy data.

Our data services are available on a project support basis.

Retained Support

Depending on your needs and goals, you may benefit from regular practical input and guidance. This can be a cost-effective approach to support that needs to evolve over time.

By investing in the health of your CRM and data, you are improving your customer interaction and driving growth. With retained support, you can be confident that changes stick, your data stays accurate and trustworthy and your operational priorities are targeting the right customers.

We offer a range of retained support packages to all our clients.

A combination of consultancy and practical actions, our monthly retainers include:

• contact deduplication
• field completion to support segmentation
• database health assessment and scoring
• analysis of changes, emerging issues and potential solutions
• team guidance and support
• troubleshooting and strategic input

To discuss how project or retained support from Flowbird can help you keep your data healthy, please get in touch.

The Flowbird Difference

Here's the difference that regular, ongoing data services support makes to your business.

• You'll know who your most profitable customers are.
• You'll know which customers are driving your business growth and are the most likely to increase spend.
• You'll understand customer behaviour patterns, giving you time to intervene and stop customers going elsewhere.
• You'll understand your ideal customer group: sector, size and behaviour patterns, helping you identify similar customers.