Here's how you can tackle inconsistencies in CRM reporting and analytics.

Tame CRM inconsistencies for better insights: 1. Standardize Data Entry: Define clear data formats and enforce consistent user practices to minimize errors and typos. 2. Cleanse Existing Data: Identify and rectify duplicate entries, missing values, or inaccurate data within your CRM. 3. Map Data Fields: Ensure all systems feeding data into the CRM use consistent field definitions to avoid misinterpretations. 4. Unify Reporting Tools: Consolidate reporting across various tools to eliminate conflicting data representations. 5. Data Governance: Establish clear ownership and accountability for data quality within your CRM system. 6. User Training: Educate CRM users on proper data entry procedures and the importance of data accuracy.

To tackle inconsistencies in Customer Relationship Management reporting and analytics, standardize data entry guidelines and regularly clean data to remove errors. Train users on proper data entry practices and implement automated validation rules for accuracy. Conduct regular data audits to identify and correct discrepancies. Use consistent metrics and KPIs across all reports and ensure seamless integration between Customer Relationship Management and other systems to maintain data consistency. So in this way we can tackle inconsistencies in CRM reporting and analytics.

Start with Audit: 1. Identify and match PROPERTY duplicates. Import the file with correct property values and record ID or use workflows. 2. Ensure correct data types for easy use. Avoid using text property too much instead of date, number, checkbox, dropdown, etc. Especially dropdown and multiple-choice properties are essential for reporting. 3. Verify properties are under the correct object. Map information to ensure proper placement. 4. Declutter some properties into several like dividing addresses into country, city, and street. 5. Use default properties when possible because they might have built-in automation.

Store training materials in Notion or ClickUp to ensure accessibility. The best way to present materials is through online sessions where the entire team can see the process and ask questions, ensuring complete understanding. Encourage team members to ask questions. Having at least one tech-savvy person in each department will help their colleagues, especially if the CRM specialist might not have time to answer chat messages. Create dashboards for each team member, not just managers. Dashboards can include contacts with incomplete information, department-wise goal attainment, and task lists, making individuals accountable for their own contacts.

Some companies might require SQL for building analytics but it is not always necessary. Currently, there are out-of-the-box tools like Tableau, PowerBI, Looker, and others that can seamlessly visualize company data. Strong advice nailing the default analytics first, in most cases it is already within the CRM.