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Is there a protocol for when to delete a contact record from a Customer Relationship Management CRM Software system?
Wiki User
∙ 15y ago
Records and text history do not take much memory space; so why the need to delete?
Never delete but clean the database by move records to mirror databases like:
- faulty records
- not interested
- black list
- etc
In this way the day-to-day database remains lean and mean.
Simply try to keep as much as possible. Reasons why to clean data from primary database:
- core data is no longer true
- latest contact moment is quite some time ago.
So first check whether data is correct or can be corrected.
If not correct and not able to correct -> move to mirror database 'faults'
If corrected and contact no longer of intrest -> movo to mirror database 'no interest'
TIP:
See CRM as storing Commercial Relevant Moments. Only actions aims to sell or facts which might be needed for legal discussions. Do not start storing every transaction, contactmoment etc.
Wiki User
∙ 15y ago
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