How to Process Your Data in Zoho CRM


Frédéric Stankunas, Performance & Technology Advisor at NSI explains how to process your data in Zoho CRM.

The explosion of technology in recent years is helping businesses of all sizes make their mark in a very competitive market. Whether it’s their accessibility, their ease of use or their cloud integration, software solutions such as Zoho offer a significant advantage to local businesses. 

Now that we are fortunate enough to have a quality container to store vital business information, it is imperative that companies adopt quality techniques and practices to ensure that the content contained in these digital tools is maintained. Here are the best practices for managing data in Zoho CRM to ensure that it remains clean and up-to-date:

  • User training
  • Standardization of fields and data
  • Standardization of nomenclatures
  • Search and record creation procedures

User training

Obviously, upstream work with the system’s users is imperative in order to maximize the system’s potential. Indeed, user training must be standardized and documented to ensure the sustainability of knowledge transfer within your organization. NSI Solution’s team is equipped to help you with your change management and your transition to a new system. 

Standardization of fields and data

It is very easy to lose control of your CRM data. Indeed, a simple typo like “Quebec” instead of “Québec” can make your data and reports obsolete. To avoid this, it is essential to make your users’ lives easier by implementing standard fields. This prevents them from making mistakes. Drop-down list fields, for example, greatly mitigate the risk by offering the user only pre-selected choices.

Standardization of nomenclatures

Standardizing nomenclatures in a CRM system helps keep data clean, in addition to making it easier and more pleasant to use. It is much easier to find your way around the “Opportunities” module, for example, when the nomenclature is standard.

Search and record creation procedures

It is obvious that all good CRM data processing practices start with a quality transition and implementation. User training is a quality catalyst when it comes to the content of a computer system. 

Finally, it is very important to properly implement and control the process of creating records. Indeed, one of the biggest problems of data processing in CRM is the management of duplicates. This problem can be strongly controlled upstream during user training. It is very important to establish a clear procedure for searching for records as well as for creating records in order to avoid ruining your data.

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