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You might as well address
issue of Backups while you are about it. •Who is
responsible person for backing up your databases/s? Who covers for them when they are absent or unavailable? •How frequently are backups to be done? Diarise! •How are backups done e.g. by
Grandfather, Father, Son method. •Ensure backups are made on good quality CD’s or whatever format you are using. It’s no good doing a backup, then finding on attempting a Restore that it doesn’t work! It is also a good idea to copy backups onto more than one data format. •Where are
backups to be stored? •Are
backups secure? This is important for both security and practical reasons.
Once your Data Capture Procedure Document is finished, get everyone to sign it off as READ!
As standard practice, ensure that document is handed to all new employees at your company.
Refer back to this document for possible revision every three months or so.
Try this: select a couple of records - both good and bad - every week, to put on
overhead at staff meetings. Make sure you don’t unduly embarrass anybody but watch this become
light-relief highlight of your meetings! People learn best when having fun!
What if your database is in one unholy mess? Has
rot set in so deeply that your database needs a complete overhaul? Turn this seemingly insurmountable task into an opportunity to you. This is an excellent excuse to re-establish contact with your clients and let them know you care. You can always put lapses down to data crashes but tell them you have fixed
problem!
Importantly, help your staff understand what you need from
data to facilitate more accurate marketing and reporting and hence
success of your business and their careers.
By creating a sense of pride and ownership in
company database, you are nurturing
essential process of buy-in, necessary for
success of your CRM initiative. Don’t compromise this critical tool by allowing your CRM software to be infected by inferior data.

Perry Norgarb has specialized in Small Business CRM solutions for the last 15 years. Contact him or find out more about CRM, Contact Management and other Sales Tracking software tips and solutions for small businesses at: http://www.smallbizcrm.com. You are free to re-publish this article as long as this bio box and copyright remain intact. © 10 December, 2004.