Every company has a unique set of requirements for treating data. A pure telesale operation that never uses postal mail may want to take an abbreviated approach to data entry. Example: Container Co
However, a mail order house may want a take a formal approach to company names.
Example: The Container Company Incorporated
Basically, there is no single rule for company names. Every company is unique. This is where a CRM Data Plan comes into play.
Even within a single data point like a company name, there can be many rules regarding how to format that data. A CRM Data Plan covers a set of rules as it relates to contact information in a CRM. Rules exist for company names, URL’s, names, titles, and much more are covered by a CRM Data Plan. A CRM Data Plan is critical to success tacking CRM deduplication.
Here is an example of a few rules regarding company names.
Done right, a CRM Data Plan gives you a baseline on your journey toward a clean CRM
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