{"id":869,"date":"2021-08-20T13:46:00","date_gmt":"2021-08-20T13:46:00","guid":{"rendered":"https:\/\/123formbuilder.polarbuildingcleaning.net\/wp-blog\/?p=869"},"modified":"2022-12-08T11:17:36","modified_gmt":"2022-12-08T11:17:36","slug":"customer-data-management","status":"publish","type":"post","link":"https:\/\/123formbuilder.polarbuildingcleaning.net\/blog\/customer-data-management","title":{"rendered":"Customer Data Management: How to Manage Your Customers Data Correctly"},"content":{"rendered":"\r\n<p>Customer data management is one of the most valuable assets of any company, but most companies only analyze<a href=\"https:\/\/www.sigmacomputing.com\/blog\/top-20-big-data-statistics\/\" target=\"_blank\" rel=\"nofollow noopener\">\u00a012% of their data<\/a>.\u00a0Without proper data collection, organization, and analytics (all of which are part of\u00a0<a href=\"https:\/\/123formbuilder.polarbuildingcleaning.net\/data-management\/\">data management<\/a>), you won\u2019t be able to get the most out of your data or keep it safe.<\/p>\r\n\r\n\r\n\r\n<p>Data management is one of the business processes that can shape the evolution of a company in multiple ways. If not done properly, you could end up with useless data that does more harm than good. If you want to understand customer data management and why it\u2019s so important, you\u2019ve come to the right place.<\/p>\r\n\r\n\r\n\r\n<h2 class=\"wp-block-heading\" id=\"h2-0\">Why Customer Data Management Is Important<\/h2>\r\n\r\n\r\n\r\n<p>Customer data management, or CDM for short, is the process of gathering customer data, organizing, and analyzing it. This process is crucial for companies looking to improve customer visibility, customer acquisition, and increase their revenue.<\/p>\r\n\r\n\r\n\r\n<p>A reliable customer database can allow for better segmentation of your target market. It helps you discover and predict future trends, as well as <a href=\"https:\/\/123formbuilder.polarbuildingcleaning.net\/blog\/step-by-step-guide-to-create-custom-email-notifications\">create communication strategies for each customer<\/a>. Overall, CDM can lead to real-time and data-driven decision-making that\u2019s crucial for growth and long-term success.<\/p>\r\n\r\n\r\n\r\n<p>Simply put, data helps you understand your customers, and there\u2019s nothing more valuable than that.<\/p>\r\n\r\n\r\n\r\n<h2 class=\"wp-block-heading\" id=\"h2-1\">Customer Data Management Tools<\/h2>\r\n\r\n\r\n\r\n<p>Storing data on spreadsheets may be manageable when you don\u2019t have a lot of it. But as your business grows, so will the pile of data. And the best way to manage all of it is to use customer data management tools.<\/p>\r\n\r\n\r\n\r\n<p>With efficient software, you can store, track, and understand all customer information that comes your way. Ideally, you should invest in the right tool from the beginning, as storing data on spreadsheets is an old-fashioned and flawed technique.<\/p>\r\n\r\n\r\n\r\n<p>Some examples of tools you can use for customer data management include:<\/p>\r\n\r\n\r\n\r\n<ul class=\"wp-block-list\">\r\n<li><strong>123FormBuilder.<\/strong>\u00a0You can use this\u00a0<a href=\"https:\/\/123formbuilder.polarbuildingcleaning.net\/\">form builder<\/a>\u00a0to collect data through\u00a0<a href=\"https:\/\/123formbuilder.polarbuildingcleaning.net\/electronic-forms\/\">advanced e-forms<\/a>\u00a0that you can connect to various tools to manage your data and create custom reports.<\/li>\r\n<li><strong>Zendesk<\/strong>. Zendesk\u2019s features include reporting and analytics, app integrations, secure cloud solutions, and a sales pipeline builder.<\/li>\r\n<li><strong>Hubspot CRM<\/strong>. This CRM comes equipped with automation, forecasting, a deal pipeline, sales analytics, and more.<\/li>\r\n<li><strong>Salesforce<\/strong>. With this tool, you\u2019ll have access to sales forecasting, contact management, data management, email integration, reports and dashboards, and more.<\/li>\r\n<li><strong>Apptivo CRM<\/strong>. With this CRM, you can automate repetitive tasks, track contact history, have a visual sales pipeline, talk to customers using a custom chatbot, and more.<\/li>\r\n<\/ul>\r\n\r\n\r\n\r\n<h2 class=\"wp-block-heading\" id=\"h2-2\">8 Best Strategies for Collecting Customer Data<\/h2>\r\n\r\n\r\n\r\n<p><a href=\"https:\/\/123formbuilder.polarbuildingcleaning.net\/blog\/5-reasons-why-npos-choose-123formbuilder-for-data-collection-and-management\">Data collection<\/a> doesn\u2019t have to be difficult if you know the best strategies. Let\u2019s dive into a couple of the best ones.<\/p>\r\n\r\n\r\n\r\n<h3 class=\"wp-block-heading\" id=\"h3-2-0\"><strong>Data governance<\/strong><\/h3>\r\n\r\n\r\n\r\n<p><a href=\"https:\/\/123formbuilder.polarbuildingcleaning.net\/blog\/why-data-governance-is-having-a-moment\/\">Data governance<\/a>\u00a0helps you identify data you want to collect and keep all your employees on the same page.\u00a0<\/p>\r\n\r\n\r\n\r\n<p>A good data governance strategy consists of:<\/p>\r\n\r\n\r\n\r\n<ul class=\"wp-block-list\">\r\n<li><strong>Alignment<\/strong>, which standardizes the <a href=\"https:\/\/123formbuilder.polarbuildingcleaning.net\/blog\/7-strategies-for-effective-data-collection\">data collection<\/a> process across your business.<\/li>\r\n<li><strong>Validation<\/strong>, during which you\u2019ll be able to confirm that data collection is done correctly.<\/li>\r\n<li><strong>Enforcement<\/strong>, a process that ensures that the changes made to data collection go through the proper channels.<\/li>\r\n<\/ul>\r\n\r\n\r\n\r\n<h3 class=\"wp-block-heading\" id=\"h3-2-1\"><strong>Collect only the critical data<\/strong><\/h3>\r\n\r\n\r\n\r\n<p>Customer data that isn\u2019t relevant to your business can do nothing more but overload your customer data platform.<\/p>\r\n\r\n\r\n\r\n<p>To make sure all the data you collect is relevant, ask yourself these three questions:<\/p>\r\n\r\n\r\n\r\n<ul class=\"wp-block-list\">\r\n<li>Why do you need the data?<\/li>\r\n<li>What does the data do?<\/li>\r\n<li>If you didn\u2019t collect the data, would your operations be affected?<\/li>\r\n<\/ul>\r\n\r\n\r\n\r\n<h3 class=\"wp-block-heading\" id=\"h3-2-2\"><strong>Avoid data silos<\/strong><\/h3>\r\n\r\n\r\n\r\n<p>If most departments in your company use different tools and don\u2019t share their data, you might end up with data silos. Data needs to be available to all employees across departments so you can have a complete overview of the company and, ultimately, design a better <a href=\"\/customer-service-statistics\/\">customer service experience<\/a>.<\/p>\r\n\r\n\r\n\r\n<h3 class=\"wp-block-heading\" id=\"h3-2-3\"><strong>Make data security a priority<\/strong><\/h3>\r\n\r\n\r\n\r\n<p>If a data breach occurs, most customers tend to lose their trust in the business and turn to safer alternatives. This loss can also cost a lot of money and can bring some heavy fines. That\u2019s why it\u2019s essential to use an excellent data security program that can ensure the safety of your data, no matter the threat that comes your way.<\/p>\r\n\r\n\r\n\r\n<h3 class=\"wp-block-heading\" id=\"h3-2-4\"><strong>Ensure data accuracy<\/strong><\/h3>\r\n\r\n\r\n\r\n<p>Two major factors influence your data accuracy: the data collection method and data decay.<\/p>\r\n\r\n\r\n\r\n<p>The latter occurs when data changes over time, usually over months or even years.<\/p>\r\n\r\n\r\n\r\n<p>You can avoid data inaccuracy through proper data governance. As for data decay, you can stop it if you clear out data regarding customers you haven\u2019t engaged in a while.<\/p>\r\n\r\n\r\n\r\n<h3 class=\"wp-block-heading\" id=\"h3-2-5\"><strong>Comply with regulations<\/strong><\/h3>\r\n\r\n\r\n\r\n<p>One of the most common data protection laws is the EU\u2019s<a href=\"https:\/\/gdpr-info.eu\/\">\u00a0GDPR<\/a>. And more and more countries will start to pass similar laws regarding data collection and storage. If you work with companies in the EU or your business is based in an EU country, you must comply with the GDPR.<\/p>\r\n\r\n\r\n\r\n<p>And in case you work as a healthcare provider, don\u2019t forget that you also need to comply with HIPAA standards to ensure the safety of patients\u2019 data.<\/p>\r\n\r\n\r\n\r\n<h3 class=\"wp-block-heading\" id=\"h3-2-6\"><strong>Provide employee training<\/strong><\/h3>\r\n\r\n\r\n\r\n<p>Data breaches and mistakes can occur if you haven\u2019t adequately trained your employees in data handling and security. Educate and train your employees so they know the safe way to handle and manage data, and do your best to create a data-driven culture.<\/p>\r\n\r\n\r\n\r\n<h3 class=\"wp-block-heading\" id=\"h3-2-7\"><strong>Create backups<\/strong><\/h3>\r\n\r\n\r\n\r\n<p>No matter how good your data management is, there\u2019s always a chance to lose some of it. It\u2019s wise to have a well-guarded backup if there\u2019s an issue or a data breach, so you don\u2019t lose any sensitive information.<\/p>\r\n\r\n\r\n\r\n<h2 class=\"wp-block-heading\" id=\"h2-3\">Summary<\/h2>\r\n\r\n\r\n\r\n<p>If you want to have an extensive customer database, you need to put a lot of time and effort into customer data management. Learn what type of data is worth collecting, choose the right storage method, and secure it with the best possible solutions.<\/p>\r\n\r\n\r\n\r\n<p>If you do the entire CDM process perfectly, you\u2019ll have an invaluable process that\u2019ll help you grow your business and keep your customers happy. You\u2019ll create an irreplaceable asset for your business. And when you finally realize how valuable it is, you\u2019ll wonder why you didn\u2019t have it sooner.<\/p>\r\n","protected":false},"excerpt":{"rendered":"<p>Customer data management is one of the most valuable assets of any company, but most companies only analyze\u00a012% of their data.\u00a0Without proper data collection, organization, and analytics (all of which are part of\u00a0data management), you won\u2019t be able to get the most out of your data or keep it safe. Data management is one of [&hellip;]<\/p>\n","protected":false},"author":31,"featured_media":872,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"footnotes":""},"categories":[20],"tags":[],"class_list":["post-869","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ultimate-guides"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v24.2 (Yoast SEO v27.2) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Customer Data Management: How to Manage Your Customers Data<\/title>\n<meta name=\"description\" content=\"Don&#039;t know what customer data management is? Need some tips on collecting and managing your customer data? Here are some useful tips and strategies.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/123formbuilder.polarbuildingcleaning.net\/blog\/customer-data-management\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Customer Data Management: How to Manage Your Customers Data Correctly\" \/>\n<meta property=\"og:description\" content=\"Don&#039;t know what customer data management is? Need some tips on collecting and managing your customer data? Here are some useful tips and strategies.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/123formbuilder.polarbuildingcleaning.net\/blog\/customer-data-management\" \/>\n<meta property=\"og:site_name\" content=\"123FormBuilder Blog\" \/>\n<meta property=\"article:published_time\" content=\"2021-08-20T13:46:00+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2022-12-08T11:17:36+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/2\/2022\/01\/customer-data-management-min.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"804\" \/>\n\t<meta property=\"og:image:height\" content=\"536\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Oscar Erk\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Oscar Erk\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"5 minutes\" \/>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"Customer Data Management: How to Manage Your Customers Data","description":"Don't know what customer data management is? Need some tips on collecting and managing your customer data? Here are some useful tips and strategies.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/123formbuilder.polarbuildingcleaning.net\/blog\/customer-data-management","og_locale":"en_US","og_type":"article","og_title":"Customer Data Management: How to Manage Your Customers Data Correctly","og_description":"Don't know what customer data management is? Need some tips on collecting and managing your customer data? Here are some useful tips and strategies.","og_url":"https:\/\/123formbuilder.polarbuildingcleaning.net\/blog\/customer-data-management","og_site_name":"123FormBuilder Blog","article_published_time":"2021-08-20T13:46:00+00:00","article_modified_time":"2022-12-08T11:17:36+00:00","og_image":[{"width":804,"height":536,"url":"https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/2\/2022\/01\/customer-data-management-min.jpg","type":"image\/jpeg"}],"author":"Oscar Erk","twitter_card":"summary_large_image","twitter_misc":{"Written by":"Oscar Erk","Est. reading time":"5 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/123formbuilder.polarbuildingcleaning.net\/blog\/customer-data-management#article","isPartOf":{"@id":"https:\/\/123formbuilder.polarbuildingcleaning.net\/blog\/customer-data-management"},"author":{"name":"Oscar Erk","@id":"https:\/\/123formbuilder.polarbuildingcleaning.net\/blog\/#\/schema\/person\/cdebd32c7d95dbb692eb685554790929"},"headline":"Customer Data Management: How to Manage Your Customers Data Correctly","datePublished":"2021-08-20T13:46:00+00:00","dateModified":"2022-12-08T11:17:36+00:00","mainEntityOfPage":{"@id":"https:\/\/123formbuilder.polarbuildingcleaning.net\/blog\/customer-data-management"},"wordCount":1052,"publisher":{"@id":"https:\/\/123formbuilder.polarbuildingcleaning.net\/blog\/#organization"},"image":{"@id":"https:\/\/123formbuilder.polarbuildingcleaning.net\/blog\/customer-data-management#primaryimage"},"thumbnailUrl":"https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/2\/2022\/01\/customer-data-management-min.jpg","articleSection":["Guides"],"inLanguage":"en-US"},{"@type":"WebPage","@id":"https:\/\/123formbuilder.polarbuildingcleaning.net\/blog\/customer-data-management","url":"https:\/\/123formbuilder.polarbuildingcleaning.net\/blog\/customer-data-management","name":"Customer Data Management: How to Manage Your Customers Data","isPartOf":{"@id":"https:\/\/123formbuilder.polarbuildingcleaning.net\/blog\/#website"},"primaryImageOfPage":{"@id":"https:\/\/123formbuilder.polarbuildingcleaning.net\/blog\/customer-data-management#primaryimage"},"image":{"@id":"https:\/\/123formbuilder.polarbuildingcleaning.net\/blog\/customer-data-management#primaryimage"},"thumbnailUrl":"https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/2\/2022\/01\/customer-data-management-min.jpg","datePublished":"2021-08-20T13:46:00+00:00","dateModified":"2022-12-08T11:17:36+00:00","description":"Don't know what customer data management is? Need some tips on collecting and managing your customer data? Here are some useful tips and strategies.","breadcrumb":{"@id":"https:\/\/123formbuilder.polarbuildingcleaning.net\/blog\/customer-data-management#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/123formbuilder.polarbuildingcleaning.net\/blog\/customer-data-management"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/123formbuilder.polarbuildingcleaning.net\/blog\/customer-data-management#primaryimage","url":"https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/2\/2022\/01\/customer-data-management-min.jpg","contentUrl":"https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/2\/2022\/01\/customer-data-management-min.jpg","width":804,"height":536,"caption":"customer data management"},{"@type":"BreadcrumbList","@id":"https:\/\/123formbuilder.polarbuildingcleaning.net\/blog\/customer-data-management#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Blog","item":"https:\/\/123formbuilder.polarbuildingcleaning.net\/blog\/"},{"@type":"ListItem","position":2,"name":"Guides","item":"https:\/\/123formbuilder.polarbuildingcleaning.net\/blog\/tag\/ultimate-guides"},{"@type":"ListItem","position":3,"name":"Customer Data Management: How to Manage Your Customers Data Correctly"}]},{"@type":"WebSite","@id":"https:\/\/123formbuilder.polarbuildingcleaning.net\/blog\/#website","url":"https:\/\/123formbuilder.polarbuildingcleaning.net\/blog\/","name":"123FormBuilder Blog","description":"","publisher":{"@id":"https:\/\/123formbuilder.polarbuildingcleaning.net\/blog\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/123formbuilder.polarbuildingcleaning.net\/blog\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/123formbuilder.polarbuildingcleaning.net\/blog\/#organization","name":"123FormBuilder Blog","url":"https:\/\/123formbuilder.polarbuildingcleaning.net\/blog\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/123formbuilder.polarbuildingcleaning.net\/blog\/#\/schema\/logo\/image\/","url":"https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/2\/2020\/12\/logo.png","contentUrl":"https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/2\/2020\/12\/logo.png","width":131,"height":25,"caption":"123FormBuilder Blog"},"image":{"@id":"https:\/\/123formbuilder.polarbuildingcleaning.net\/blog\/#\/schema\/logo\/image\/"}},{"@type":"Person","@id":"https:\/\/123formbuilder.polarbuildingcleaning.net\/blog\/#\/schema\/person\/cdebd32c7d95dbb692eb685554790929","name":"Oscar Erk","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/secure.gravatar.com\/avatar\/afa59182d087bbb3a497493c89d3791b8d8f86724a08cf49ee5e55c34f1c4305?s=96&d=mm&r=g","url":"https:\/\/secure.gravatar.com\/avatar\/afa59182d087bbb3a497493c89d3791b8d8f86724a08cf49ee5e55c34f1c4305?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/afa59182d087bbb3a497493c89d3791b8d8f86724a08cf49ee5e55c34f1c4305?s=96&d=mm&r=g","caption":"Oscar Erk"},"url":"https:\/\/123formbuilder.polarbuildingcleaning.net\/blog\/author\/oscar-erk123formbuilder-com"}]}},"acf":[],"_links":{"self":[{"href":"https:\/\/123formbuilder.polarbuildingcleaning.net\/blog\/wp-json\/wp\/v2\/posts\/869","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/123formbuilder.polarbuildingcleaning.net\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/123formbuilder.polarbuildingcleaning.net\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/123formbuilder.polarbuildingcleaning.net\/blog\/wp-json\/wp\/v2\/users\/31"}],"replies":[{"embeddable":true,"href":"https:\/\/123formbuilder.polarbuildingcleaning.net\/blog\/wp-json\/wp\/v2\/comments?post=869"}],"version-history":[{"count":9,"href":"https:\/\/123formbuilder.polarbuildingcleaning.net\/blog\/wp-json\/wp\/v2\/posts\/869\/revisions"}],"predecessor-version":[{"id":7293,"href":"https:\/\/123formbuilder.polarbuildingcleaning.net\/blog\/wp-json\/wp\/v2\/posts\/869\/revisions\/7293"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/123formbuilder.polarbuildingcleaning.net\/blog\/wp-json\/wp\/v2\/media\/872"}],"wp:attachment":[{"href":"https:\/\/123formbuilder.polarbuildingcleaning.net\/blog\/wp-json\/wp\/v2\/media?parent=869"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/123formbuilder.polarbuildingcleaning.net\/blog\/wp-json\/wp\/v2\/categories?post=869"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/123formbuilder.polarbuildingcleaning.net\/blog\/wp-json\/wp\/v2\/tags?post=869"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}