CRM Hacks: Entering U.S. addresses into a CRM system

CRM_hacks_graphic“Hack” is one of the most over used words in the English language.  It can mean to chop, it can mean a carriage, it might mean a cough, or an untalented golfer.   More recently hack has come to mean to illegally accessing a computer system or just the opposite – provide a quick fix to a broken system.  If you are a ‘gamer’, a hack is a ‘secret’ way to do better on a game level.

So when a new show hit the airwaves on TruTV – Hack My Life – it was difficult to tell if they were going to talk about an axe murderer, a chain cougher, a poor golfer, a carriage driver, a computer hacker, or an addicted gamer.  It turns out that the show does none of these.  It instead refers to ‘hack’ as a ported version of the gamer definition to a non-gaming situation.  That is, a ‘life hack’ is a quick tip that will help you do better in certain life situations (Oven broken?  Cook that lasagna in the dishwasher!).  CRM hacks are intended to be quick ‘secret’ tips that help even casual users use CRM systems to their fullest potential.

This CRM hack reveals a couple of low cost ways to speed up the data entry of U. S. addresses and improve the data quality.   US Zip Codes in both the 5 and 9 digit configurations are very helpful if used properly.  Many CRM on premise and cloud systems can be easily configured to take the provided Zip code and fill in the City, State, County, Country, and Geo Location of an address.   This leaves the user the much reduced task of filling in only the street address.   As an added benefit, users can no longer enter an incorrect City/Zip combination or a misspelled City/ County/Country name, so your overall address data quality improves.  With a little more effort, your CRM system can be connected to a search engine map that can fill in the street address correctly based on the correct business name and zip code.     The investment in reducing keystrokes for your users (internal and external) will be rewarded many times over in more and better data.

If you need help avoiding this or any other pitfall in your CRM project, contact eVerge Group.

Jim Lindenfeld, Principal Consultant

Jim Lindenfeld, Principal Consultant

This blog was written by Jim Lindenfeld, who has been actively involved in customer relationship management during his entire professional career.  He is a certified sales and sales management trainer.  He has been involved in the implementation of CRM systems since 1987 and is currently a principal consultant in our CRM practice.