Find out what your CRM data is costing you.

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.

What Does a CRM Data Health Check Cover?

The check is part of the CRM & ERP Opportunity Audit, and it looks at the things that decide whether your CRM can be trusted:

• Duplicate volumes by object type: contacts, companies and deals.
• Field completion on the properties that matter commercially.
• Invalid and unreachable contacts, and how much of the base you can really market to.
• Pipeline integrity: stale deals, zero-value records and ownership gaps.
• Lifecycle stage accuracy.
• Whether your connected systems and integrations are creating the problems.
• AI readiness: whether your CRM data can support the AI features you have already bought.

You receive a written report with a prioritised action list, ordered by commercial impact rather than technical neatness. After a free discovery call, the CRM & ERP Opportunity Audit is the recommended starting point for most businesses. No scope is proposed until it is complete. See what the audit includes.

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. Where the problem starts in another system, we fix the connection itself through Integrations, not just the records it created.

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. When something has already gone wrong, the same diagnosis is how a data rescue starts. See what the CRM & ERP Opportunity 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. When the data is moving to a new CRM, the clean-up is part of the migration. See how CRM data cleaning 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.

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.

Your CRM Team

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 your CRM team looking after it, you can be confident that changes stick, your data stays accurate and trustworthy and your operational priorities are targeting the right customers.

Your CRM team works alongside your own CRM manager, or as your CRM team if you do not have one. A combination of consultancy and practical actions, the monthly work includes:

• 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

See how your CRM team works, or get in touch to discuss which suits you.

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.