Doctor, doctor, am I sick? A 10 minute physical and fitness test for your CRM database

A 10 minute physical and fitness test for your CRM database and data.

Ever wondered if your database marketing activities are good enough? What is enough anyway? This audit of your CRM database and CRM data should give you an idea.

Instructions: Read through the statements below then score your answer to whichever is closest to your views. At the end, add up the scores for each option to find out how fit your database and data actually is.

Scoring
Strongly agree - 10 points
Midly agree - 5 points
Mildly disagree - 2 points
Strongly disagree - 0 points
 
Database related statements
1.  Staff get more out of the database than they put in    
2.  I track user activity and recommend actions to them based on that tracking knowledge    
3.  I track user satisfaction in yearly ‘user surveys’    
4.  At least 2/3rds of eligible staff use the database monthly    
5.  Staff are alerted about activity with their contacts, clients, prospects and sectors    
6.  We incentivise staff to use the database (carrot or stick)    
7.  We record activity (eg. event attendance, who gets mailed, meetings, pitches, referred work, etc)    
8.  I can easily produce a mailing list (built up from a variety of factors – like who knows a contact, interests, sectors or type of client) in 10 mins    
9.  We have someone responsible for overseeing the data quality – a ‘database steward’    
10.  CRM database links with the billing or email systems to provide ‘one view’ of a contact or company    

Results:
100 to 75 points –You are in the peak of fitness
74 to 50 points –You are getting there, keep up the fitness regime
49 to 25 points – Some good gains coming your way if you try just a bit harder
Less than 24 points – Oh dear.You are a very sick patient. Do you do any exercise?

+ + + + + + + + + + + + + + + + + + + + + + + +

Scoring
Strongly agree - 10 points
Midly agree - 5 points
Mildly disagree - 2 points
Strongly disagree - 0 points

Data related statements

1.  Majority of my best contacts and organisations have had their details verified in the last 12 mths    
2.  I treat the data on my best contacts and organisations very differently to the others    
3.  I am confident that I could download the best contacts for a mailing list, and that their details would be right – all without much admin burden (ie. within about 10 mins)    
4.  Marketing are not responsible for updating the database. Staff are easily able to update the details on a contact    
5.  When new details are added to the database, I have systems in place to check if it is right and complete (from pitches to contacts)    
6.  We regularly de-duplicate the contacts and companies    
7.  More than 75% of my best contacts have job titles listed    
8.  More than 75% of my best contacts have interests listed    
9.  More than 75% of my best contacts have a working email    
10. The CRM database is the main store of marketing data and activity    

Results:
100 to 75 points –You are in the peak of fitness
74 to 50 points –You are getting there, keep up the fitness regime
49 to 25 points – Some good gains coming your way if you try just a bit harder
Less than 24 points – Oh dear. You are a very sick patient. Do you do any exercise?

Don't lie.