CRM : La validation des données

Soyons honnête : il est difficile d'avoir un CRM parfaitement organisé. Le garder dénué d'erreur demande du temps et de l'organisation. La bonne nouvelle est qu'avec une méthode adaptée, vous pouvez arriver à tout et sans trop de difficulté.

En l'occurence, l'une des tâches les plus ardues d'un CRM est de garantir la validité des données qu'il contient.

C'est simple : ce que vous retirerez de votre CRM sera le reflet de ce que vous y mettez. Si des données de mauvaises qualités se retrouvent dans votre CRM, vous pouvez vous attendre à des résultats mitigés. La meilleure façon d'éviter cela est d'utiliser la validation des données. 

 

Qu'est-ce que la validation des données ?

 

La validation des données est tout simplement un système de processus mis en place pour garantir que toutes les informations saisies dans votre CRM sont correctes et d'actualités. Sans ces données "propres", un CRM peut devenir vulnérable aux erreurs et aux lacunes dans les informations fournies, ce qui se répercute sur votre équipe, et directement sur vos activités.

 

Zoho CRM possède justement une solution pour répondre à cette exigence : elle se nomme "Règles de validation", et vous aide à surmonter ce problème en stoppant l'insertion de mauvaises données avant même qu'elles ne puissent entrer dans le CRM.

Les données insérées par vos collaborateurs peuvent être automatiquement soumises à l'approbation d'un supérieur, en se basant sur des fonctions personnalisées.

 

Les règles de validation dans Zoho CRM vous permettent ainsi de définir l'exactitude et la validité des données qui entrent dans le système CRM.  Vous allez pouvoir définir les valeurs indésirables d'un champ : si une valeur saisie pour un enregistrement correspond aux critères définis dans la règle, le CRM lancera une alerte et stoppera l'enregistrement.

 

Prenons cet exemple, que nous allons par la suite vous démontrer à travers des captures d'écran :

- Votre entreprise désire s'introduire sur le marché français, ou y lance un nouveau produit. À cette occasion, elle décide d'offrir une offre promotionnelle de 25% à ses clients Français. Vous pouvez ainsi paramétrer une règle n'autorisant cette réduction uniquement pour le marché "France", et une seconde qui n'autorise aucun dépassement de remise.

Si quelqu'un saisi alors une remise pour un autre pays, ou une remise qui dépasse 25%, l'action sera automatiquement bloquée, et le manager du service sera automatiquement alerté. Pratique non ?

 

Voici comment appliquer la validation des données, étape par étape :

Cliquez sur le module "Prospects" :

Une fois sur l'interface "Prospects", rendez-vous sur "Règles de validation", et cliquez sur le bouton "Create New Validation Rule" :

Une fenêtre va alors s'ouvrir, à travers laquelle vous allez pouvoir choisir le champs pour lequel vous souhaitez ajouter une règle de validation. Pour cet exemple, nous allons choisir "Réduction" :

Choisissez le type de validation "Basé sur les critères" et cliquez sur "Suivant" :

Vous y êtes presque ! Vous voilà arrivé sur l'interface qui nous intéresse. Ici, vous pouvez spécifier le critère de validation. Pour rappel, pour notre exemple nous choisissons une limite de réduction de 25%. Nous allons donc sélectionner "Réduction, Supérieure >, 25."

Ensuite, nous souhaitons que cette remise ne soit applicable que pour le marché Français. Dans le bloc "Cette règle sera appliquée pour tous les enregistrements", cliquez sur modifier :

Vous pouvez ainsi sélectionner le critère "Pays, est, "France". Cliquez sur "Terminé" :

Vous pouvez ainsi constater que le critère de réduction est correctement appliqué, et qu'il s'applique bien pour la France. La prochaine et dernière étape consiste à rédiger le message qui sera affiché si l'un de vos collaborateurs dépasse ces critères :

Cliquez sur "Valider" et... Félicitations ! Vous avez créé votre première règle de validation !

Pour s'assurer qu'elle est bien valide, vous pouvez créer un nouveau prospect remplissant la condition d'appartenir au marché Français, et tenter d'appliquer une réduction supérieure à 25%. Ici, nous pouvons voir le message d'erreur s'afficher, la règle de validation est donc bien appliquée :

Pour conclure, il est important de rappeler que bien que nous ayons choisi pour cet exemple les critères "pays" et "remise", les règles de validation peuvent être paramétrées pour tout type de critères. Par exemple : numéro de téléphone, nombre d'utilisateur, origine du prospect etc.

Vous pouvez ainsi vous assurer du respect de l'intégralité de vos processus, d'une manière totalement automatisée.

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