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How to ensure the validity of CRM data, I believe that many inexperienced people do not know what to do. Therefore, this paper summarizes the causes and solutions of the problem. Through this article, I hope you can solve this problem.

One of the most challenging tasks when using the CRM customer relationship management system is to ensure the validity of the data. A bad set of data can cost the company a lot-your business process slows down, you get inaccurate reports, and when you have more important activities to deal with, you have to manually verify the details of each record. this is a serious impact on productivity.

Basic contents of validation rules

1. The validation rules of the Zoho CRM system allow you to define what you don't want your data to look like? That is, if you define an unexpected value of a field in the validation rule, if the value of the field matches the criteria defined in the rule, that is, if the user enters an incorrect value for the field, the CRM system will throw an alarm and do not allow records to be saved.

2. Alarm messages are customizable. For example, suppose you do not want the discount of an opportunity quote to exceed 15%. If you want to set this verification rule in the CRM system, the rule content should be "if the discount exceeds 15%, an alarm message will be sent", and the corresponding alarm message should be set to "Sorry! we do not allow a discount greater than 15%", and this alarm message can be customized by users.

3. You can further mine rules by defining different custom error messages according to specific standards. For example, the discount in China cannot exceed 15%, but the discount in India may be as high as 20%. In this case, you can set multiple branch conditions for the discount field and an appropriate alarm message for each branch condition.

Part of the scene sharing

1. Opportunity discounts have different restrictions on customers in different countries. The discount for US customers should not be greater than 15%, the discount for Indian customers should not be greater than 20%, and the discount for Chinese customers should not be greater than 25%. Otherwise, the corresponding alarm message should be given.

Rule configuration: set → custom → module and field opportunity module → verification rules → selection layout, add verification rules as follows:

The front desk presents: business opportunity → creates business opportunity → selects the country to be China, enter the discount greater than 25, click Save and prompt as follows:

Opportunity → create opportunity → Select country as India, enter discount greater than 20, click Save and prompt as follows:

Opportunity → create opportunity → Select the country is the United States, enter a discount greater than 15, click Save and prompt as follows:

2. A company is a software company that takes offline product training as an additional service. However, there is a threshold for customers who apply for product training. They have purchased at least 10 software user licenses to apply for this service, otherwise they are not allowed to apply for this service.

Then the verification rule we create can be: if the number of customers applying for this service is less than 10, send an alarm message "Sorry! you need to purchase at least 10 user licenses to apply for separate product training."

You can also extend this rule:

⚪ if the product is A-purchase at least 10 users

⚪ if the product is B-purchase at least 20 users

⚪ if the product is C-purchase at least 30 users, etc.

Rule configuration: set → custom → module and fields → contact module → verification rules → selection layout, add verification rules as follows:

Front desk presentation: contact → create contact → "do you need training" Select "need", "purchase Product" select "A Product", enter "7" for the number of user licenses (

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