IMPORTING DATA

Why CRMs Need Better Data Importing

Save Employee Time on Manual Data Cleaning or Building Finicky Automations

May 5, 2022

Data is the lifeblood of any CRM. Without accurate and up-to-date customer data, CRM systems are useless.

Today, companies in different industries look for verticalized solutions to solve industry-specific problems, making generalized CRM solutions less reliable.

Most CRMs have a hard time importing industry-specific data accurately, leading to lots of problems - from inaccurate customer profiles to duplicate records. These data problems have real downstream repercussions like lost sales and unhappy customers.

Here’s why CRMs need better data importing systems:


1. Using General CRM Templates Won’t Work For Different Industries

Ideally, CRMs should have industry-specific templates. This is easier said than done because of the sheer number of industries out there and the complexities that come with them. Even with customized templates,  CRM providers or customers spend a lot of time cleaning data.

For example, customers might upload files from different sources, each formatted differently. Even an industry-specific template wouldn’t help in this case. You would have to set up a team to manually clean the data in Excel. If you find yourself repeatedly cleaning data, you might even consider automating it to save time and labor costs. But this involves allocating engineering resources to build a custom data importer that's not core to your business, needs to be maintained, and probably doesn't handle a lot of edge cases.


2. To Minimize Resources

Most CRMs are pretty good at saving you time through shortcuts and common functions, but they fall short when it comes to importing data. Most of the time, company employees end up intervening and manually import data into the system for customers. With lots of data, this process can become extremely time-consuming and expensive.

The biggest impact a data importer can have on a business is freeing up employee time. By automating data importing, companies can reduce the human resources required for data entry and ensure accuracy. Most companies don’t have the money or time to invest in fixing problems outside their core business. For example, a non-profit that needs to ingest lots of files shouldn’t be spending energy on hiring and training people to clean data. They also probably don’t have access to engineering talent to automate it. A ready-to-go data importer like OneSchema that’s flexible can help employees save hours every week and concentrate on more important  and relevant problems


3. Provide More Room for Flexibility.

A vertical CRM system should be able to quickly adapt to client demands. When importing data, companies need to handle whatever customers throw at them. It’s hard to keep up with data formats that vary from customer to customer, and may even change over time.

With a proper data importing system, CRM providers can react to new customer data formats in real time without spending hours of manual labor or engineering resources. This allows the company to onboard new customers faster without having to build one-off solutions to import data each time they encounter a new data format. By using flexible data importing tools, companies can get their services out to a larger customer base without sacrificing quality.


Conclusion

CRMs need to offer more customization and support with data importing to provide a better experience to their customers, especially as they go after more niche verticals like mortgages, agriculture, finance, e-commerce, etc. Ideally, they shouldn’t spend human effort on manually importing and cleaning this data, or hiring engineers to automate the task. An all-purpose data importer can help CRMs serve hundreds of different verticals without spending time and money on manual data entry or in-house data importing tools.

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