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Quality CRM: Strategies for Writing an Effective Style Guide  is a tool to help you create or refine your company's style handbook for CRM data.

You've invested a lot of resources in your customer relationship management (CRM) database. Staff have contributed input, you've selected an implementation vendor and software for your database. Funds have been budgeted. Existing data sources have been analyzed. Now comes the hard part.

It's easy to sometimes forget the core reason for creating a CRM system: your company needs a mechanism for keeping track of constituent data. This data is vital because it will contain information about past or prospective donors, volunteers or other constituents. Your nonprofit will depend on this data to carry out its mission and raise sufficient funds. The database is only as good as the data housed within.

A CRM system containing bad data, incomplete records, old stuff, or inaccuracies can actually be more of a liability than not having a CRM system at all. Quality CRM: Strategies for Writing an Effective Style Guide  will put you on the path toward a systematic CRM style guide for your company's most important asset-- the clients and customers you work with.

  • Paperback: 106 pages
  • Language: English
  • ISBN: 101598638769