CRM Data Administration
CRM Data Updates & Preference Management
Keep your CRM accurate, compliant, and up to date with BBO's outsourced database administration services. Our trained team processes customer updates directly within your CRM, helping maintain data quality while reducing the workload on your internal teams.Our Services
CRM Data Updates & Preference Management
- Process Opt In and Opt Out requests
- Update customer communication preferences
- CRM record and field updates
- Contact detail amendments
- Job title and department changes
- Company name and address updates
- Email and telephone updates
- Account ownership changes
- Returned email and bounce processing
- Returned email and bounce processing
- Gone Away and Left Company updates
- Duplicate record identification
- Customer record maintenance
- CRM data administration
- Database quality checks
- Client specific CRM updates following your internal procedures
Our team can work directly within your CRM after client training, ensuring every update is processed accurately, securely, and in line with your business rules and compliance requirements.