How healthy and reliable is your CRM data? The CRM Health Score tells you.

You are ill, your body is on strike. Tasks and appointments fall by the wayside. A visit to the doctor brings clarity: a diagnosis and a prescription for a cure. Your CRM also needs a diagnosis. Especially when sales and marketing are struggling because the data is not healthy and reliable.

The CRM Health Score from snapADDY DataQuality provides the diagnosis. It shows how the data quality in your CRM system is doing - and where there is a need for action. So that your CRM is healthy again: reliable and ready for the next deal.

The doctor: What is the CRM Health Score from snapADDY DataQuality?

The examination: How the score is determined

The diagnosis: Is your CRM system healthy?

The cure: How to get your score in top form

Our recipe: How to keep your data fit in the long term

FAQ

The doctor: What is the CRM Health Score from snapADDY DataQuality?

The CRM Health Score in snapADDY DataQuality determines the status of your CRM contact data. You can see at a glance how up-to-date, addressable and qualitative your company and contact data is in the CRM system. The health status is shown to you in the form of a percentage.

We will show you how you can deal with the diagnosis by calculating the score. This makes it clear which factors play a role and how the score can be influenced and improved.

The investigation: How the score is determined

The CRM Health Score in DataQuality is measured in three categories, which give you an insight into the problem areas of your CRM system. These are then combined into an overall score with a corresponding weighting. The weighting can be divided equally into thirds, or can be adjusted using our individual CRM mapping.

Each of the three categories counts entities in your CRM system that fulfill a certain criterion. This number is then set in relation to the total number.  So if 50 out of a total of 200 contacts fulfill a certain criterion, the category has a score of 25 %.

But let's start at the beginning. The following three categories are calculated individually in the CRM Health Score:

1. Actuality
   The percentage of contacts and company data that have been updated in the last x days is calculated here. You can select the number of days yourself with an individual CRM mapping. By default, 180 days is used here. If contact data has not been updated in this period, it is considered out of date.
   
   
2. Reachability
   This category calculates the percentage of contacts who have a completed contact field in your CRM system. This includes every contact who has at least a telephone number, a mobile phone number OR an e-mail address.
   
   
3. Address evaluation
   This category counts all contacts and companies in your CRM system in which all configured address fields are filled in. This depends on your pre-configured contact fields. If you have stored the street, zip code, city, state and country as CRM address fields, all these fields must be filled in.

First, these three categories are calculated individually. The scores are then weighted and added together to form a superordinate value. This corresponds to your CRM Health Score.

The diagnosis: Is your CRM system healthy?

In the example above, it quickly becomes clear that data maintenance in the CRM system should once again be brought into focus. But what if the score is 85%, is the need for action still so clear?

One thing is clear: the higher the score, the better your data is doing. And the better you can make decisions and carry out your marketing and sales work. However, even a score of 85% means that 15% of your data is not up-to-date or addressable. Let's assume there are 500,000 entities in your CRM system. With a CRM Health Score of 85%, 75,000 entities are out of date. Here too, the cause should be determined and eliminated using the Health Score.

As we can see, even a high health score does not protect against unhealthy data. There is always something to do in a CRM system. New contact data is added, typos and duplicates are created. You should therefore always keep an eye on the health score and strive for 100%.

The cure: How to get your score in top form

You now know how the data in your CRM system is doing. But what can you do specifically to improve your health score?

To increase data quality, company and contact data must be as up-to-date and complete as possible. You need to ensure this. In practice, however, this manual maintenance takes an enormous amount of time. This is often neglected in day-to-day operations.

snapADDY offers you an automated solution for precisely this: with DataQuality Automation, contact data from email signatures, web forms and the like are automatically transferred to your CRM system - including a duplicate check. You can regulate the degree of automation with individual workflows. The result? Contact data is permanently optimized so that the CRM health score automatically increases and remains high in the long term.

The success story from HAHN+KOLB Werkzeuge GmbH shows you what this can look like in practice.

Our recipe: How to keep your data fit in the long term

The CRM Health Score not only helps you to visualize the health status of your CRM data. Above all, it helps you to diagnose the problems. This means you can implement more targeted measures and know, for example, whether your data is out of date or whether essential contact information is fundamentally missing.

Are you dissatisfied with the health of your CRM system? Then contact us directly. We will be happy to advise you and help you to raise your score to the next level and increase the data quality in your CRM.