Customer Relationship Manager (CRM)

Maintenance

It pays to keep to regularly tend to your customer database. At some point a form on your site will be filled out by a robot/script or a deceptive user who has no real interest in your product. These "fake customers" should be removed from your site.

Why

There are few good reasons you should look after your database:

  • It's an asset - a good database can take a long time to grow, and when used correctly can give great returns for your business
  • Accurate reports - what's the point of creating reports if the data behind them is inaccurate?
  • Avoid being blocked - sending email to invalid addresses could cause your domain to be marked as a SPAM sender. Even real addresses my be blocked from recieving yout email. Once you are added to a blacklist, it is very hard to get off
Tasks

Do this as you are notified, or as a batch each month. Click though to the "fake customer" record from an email or use the Live Feed on your site's Dashboard.

  • From the Case or Customer Summary, click Work with customer details in the Action Box
  • Then click Delete
  • Please OK to confirm the removal of the customer record

Repeat this for each fake customer.

If you get a excessive amount of fake customers created each month talk to us about implimenting measures to try a stop these accounts (note that this will also marginally hamper real users).

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