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A Primer on Effective Data Entry and How it Improves Your Customer Database - Executive Boutique - ContactCenterWorld.com Blog

A Primer on Effective Data Entry and How it Improves Your Customer Database

For any call center business, one sure way to provide optimal customer service is to get the right customer information. Almost everything starts with this. From demographic data such as name and age to service-specific information such as point of concern, feedback, and type of service, the whole transaction revolves around data entry.

This article will provide a complete guide to call center data entry and how it plays a huge role in managing a customer database.

What is Data Entry?

Data entry refers to the use of data processing programs and tools to enter information into a database, electronic service, or documentation platform. It also includes transcribing information from phone conversations or recordings. While most data entry functions are carried out electronically, paper documentation may be used as well.

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How to Do Data Entry Like A Pro

Here are some tips and strategies on how to effectively and efficiently execute data entry:

1. Sort data properly

Beyond speed, accuracy is just as important in data entry. In fact, getting the details right should be the utmost priority. That said, it’s equally crucial that the data are organized correctly. 

From this standpoint, it’s crucial that your employees understand the importance of entering the right information. Explain to them how inaccuracy can negatively affect the business. Knowing the importance and gravity of data management will make your employees feel more responsible for the data, improving their overall efficiency.

There are various online applications your employees can use to improve their data sorting skills. Encourage them to use these programs to enhance their computer proficiency. They can also watch related online videos to enrich their software know-how.

2. Embrace digital solutions

Technology can help decrease the amount of work and time needed to finish a task, allowing you to get more out of your day. Whenever possible, make the most out of digital tools and solutions. An optical character recognition software, for instance, automatically extracts data from written or printed text, enabling quick conversion of scanned documents to searchable text files. 

Automatic error reporting technology is another useful tool you can explore. It automatically sends an alert in case of a system bug or error. For example, if there is a mistake in the input data, a pop-up appears to notify the employee of the issue, enabling them to address the problem immediately. 

By maximizing the benefits of digital tools, you reduce the workload of your employees, giving them more time to check and analyze the data.  

3. Always keep an eye for errors

When erroneous information is entered into the database, the conclusions will be skewed and inaccurate. That’s why you should ensure your employees review their work before submitting it. Have them proofread their data entries multiple times. While this is not practical in terms of large volumes of data, regular detailed checks can help identify areas of improvement.

4. Build reports for analysis

Data entry not only involves entering and organizing information. It also includes compiling data and creating reports for analysis. The results will guide you in your next steps in managing and growing your business at both strategic and operational levels.

To come up with insightful reports, it’s crucial that your employees identify which data are essential. Putting all information in a single file can result in a cluttered report, making it difficult to derive logical conclusions. Deciding in advance what data are going to be relevant will help facilitate the report-making process. 

5. Don’t forget to have backups

One of the biggest advantages of backing up data is the chance and ease of recovery in case of a system failure. A backup is incredibly useful in case of a major hard drive error, as it allows you to retrieve your files easily. It also protects your data from being permanently destroyed if a virus infiltrates your system.

A cloud storage system is a great option for backing up your data. It not only allows you quick access to the information but also enables you to open the files from anywhere. Whether it’s a random blackout, a virus, or a system failure, regularly backing up will help ensure all the critical information is protected.

5 Ways Effective Data Entry Improves Customer Database

Effective data entry can significantly improve customer database management. Read on to find out how.

1. It keeps everything organized

Data entry facilitates database management by organizing customer information, making it easier to pull out the files whenever you need them. Aside from allowing ease of access, data entry also helps prevent duplication of entries. Since the process filters the database by removing redundant details, all you need to do is to update the data when necessary.

2. It is accurate and specific

Data entry utilizes tools and programs that detect erroneous entries. With this checking mechanism, you can avoid coming up with unreliable conclusions that can harm your company’s brand credibility. By ensuring all the information entered is accurate, an effective data entry process helps guarantee that your customer database is error-free.

3. It offers customer data security and confidentiality

The use of multiple password protection is a standard operating procedure in data entry. Also, agents are required to sign a non-disclosure agreement, which prohibits them from divulging any information they will come in contact with during the course of their employment.

These security measures ensure that customer data are kept confidential and will not end up in the hands of any unauthorized party. They also warrant that customers’ sensitive information will not be used for purposes other than what they signed up for. 

4. It gives every agent access to a centralized and intuitive database

A centralized database is often used to manage customer information. This allows for ease of keying in additional data and updating existing ones since every agent has access to the database. In turn, it helps accelerate the data entry process. 

In addition, exporting data from one platform to another can be time-consuming, particularly if large amounts of data are involved. Hence, a centralized database can go a long way in making the operations faster and more efficient.  

5. It helps you track the progress of each customer transaction

Since all customer information is stored in a central database, transactional data movements reflect in the system. This allows you to monitor the progress of each customer transaction, including the amount spent, what product was sold, and when it was purchased.

These details–alongside customer engagement trends–can help you make informed decisions and avoid risks while maximizing your opportunities for growth.

4 Business Benefits of a Competent Customer Database

With an effective data entry process in place, you can build a complete and competent customer database. This enables your business to gain an advantage. Below are some business benefits of having a comprehensive and efficient customer database:

1. Saves you time and money

Dealing with duplicate entries or missing information can be time-consuming, not to mention it takes up extra resources. By maintaining a well-organized customer database, you can input data efficiently and manage them at a reduced time scale. In addition, you can limit errors, enabling you to come up with reliable reports that reflect accurate information.  

2. Keeps your agents efficient

A competent customer database typically incorporates automation technology, which helps speed up business processes by automating recurring tasks, allowing employees to focus on other functions. This contributes to employee efficiency by freeing up the agents’ time to take on other important work. 

Other programs and software, such as artificial intelligence, are also used to maintain a customer database. Their ease of use, scalability, and data management features help facilitate the execution of tasks, reducing chances of errors while increasing employee productivity.

3. Allows you to review your current strategies

In evaluating the effectiveness of your current business strategies, you will need data on which to base your assessment. In this case, an organized and updated database can serve as a reliable guide. The database can help you figure out your customers’ preferences and determine areas where intervention is required. 

A complete and competent database can also guide you in modifying weak approaches, allowing you to boost your customer engagement effectively. In turn, this can help increase your profitability.

4. Assists you in developing business plans and goals

Having chunks of unorganized data can cause several issues down the line. Out-of-date information, incomplete details, and erroneous entries cannot benefit the business in any way. If anything, it can lead to substantial financial losses and misinformed decisions. 

By organizing and standardizing your data, you’ll be able to derive accurate and reliable insights which you can use to leverage business opportunities. A well-organized customer database also enables you to make data-driven decisions, which can help reduce costs by improving your operational efficiency.

Effective Data Entry Can Help Boost Your Business

An effective data entry process can greatly improve customer database management. In turn, it can help reduce operational costs by enhancing your organizational efficiency. It can also facilitate data-driven decision-making, thereby increasing your company’s profitability.

If you want to work with a call center in the Philippines that offers data entry services, EB Call Center can give you the competitive advantage you are looking for. Just head on over to our Contact Us page and drop a message.

Source: https://ebcallcenter.com/outsourcing/a-primer-on-effective-data-entry-and-how-it-improves-your-customer-database

Publish Date: November 17, 2021


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alliance Infotech (P) Ltd. is an ISO 9001:2008 certified company and OEM having more than a decade of experience in CRM and Computer Telephony (CT) software solutions. Our CT products are sold in Telecom, Police, Media, Bank, Corporate, Defense and Contact-Centers. We have established technical relationship with leading component providers as a Digium Select partner, Sangoma, Microsoft Certified Partner and Dialogic amongst others.

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Commence CRM
Comprehensive solution for automating sales, marketing, customer service ticketing and project management.

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eGain Solve™
eGain Solve™ is the industry’s leading cloud solution for omnichannel customer service and engagement. As the industry’s only unified customer engagement and knowledge management software suite, eGain Solve helps businesses design and deliver smart, connected customer journeys across social, mobile, web, and contact centers. The suite consists of modular, best-of-breed applications built on a unique customer engagement hub platform, eGain CEH™ Platform, that combines 360-degree customer context, intelligent process guidance, and actionable knowledge to enhance every customer interaction. The web-services-based architecture of the platform enables rapid innovation and extension of customer engagement capabilities.

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FinCRM holds expertise in providing Customer Relationship Management (CRM) software and Full Stack Office Management solutions. The company possesses prowess in developing tailored CRM software solutions with integration of advanced features to empower your workforce and lead to the pathway of lucrative business opportunities. It also offers CRM integrated Office Management Software to streamline your internal operations, improve marketing proficiency, and upsurge productivity.

FinCRM is developed to serve several industries, including insurance, bank, NBFC, education, e-commerce, auto dealership, and more. The software is developed in such a way that any industry player can customize it...
(read more)

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Creatio(formerly bpm'online) Process-driven unified CRM
Unified Marketing, Sales, Service CRM built on a business process management (BPM) platform. Award winning CRM .Recognised by Gartner, Forrester, OVUM, Nucleus research as leading marketing automation, sales automation, customer engagement, business process automation and dynamic case management software.
A new process-driven CRM and not the traditional CRM type.

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NetHunt CRM

NetHunt CRM
NetHunt CRM blends entirely with Gmail, placing the full-featured CRM right next to your emails. Everything you need is now available in Gmail inbox: customer profiles, deals and opportunities, data filters and views, team collaboration, email tracking, bulk email campaigns, and much more! Simple setup process, intuitive UI, and personal guidance of customer success allow quick integration.

Core Functionality:
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Noetica

Synthesys™
A complete contact centre technology offering including a flexible and highly configurable CRM solution which can be multi-tenanted, relational and visually configured. CRM entities are fully embedded in a sophisticated dynamic call scripting drag & drop solution which allows for complex process flows and integration to external systems for the delivery of an integrated intelligent agent desktop solution. The solution can be integrated to telephony for both inbound and outbound using the Noetica Voice Platform which is a fully featured contact centre telephony platform.

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Notoriety Group

Customer Relationship Management
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Customer Relationship Management enables you to focus on your organization’s relationships with individual people – whether those are customers, service users, colleagues, or suppliers.

CRM is a hybrid business solution that can increase sales and marketing efficiency many other key customer relationship matters. CRM platform enables you to focus on your organization’s relationships with individual people – whether those are customers, service users, colleagues, or suppliers.

Benefits :
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TrendzAct

Trendzact CRM
Trendzact’s CRM case management platform specializes in contact engagement centers with complex workflows or integrations. Our features, full customization, scalability, native on-demand AI and flat-fee pricing sets us apart from the competition.
 



View more from Executive Boutique

Recent Blog Posts:
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Everything You Need to Know About Call center Fraud and How to Stop ThemDecember 10, 2021
A Primer on Effective Data Entry and How it Improves Your Customer DatabaseNovember 17, 2021
Understanding the Sales Call Steps: How to Close More DealsNovember 8, 2021
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