Customer Engagement & Dynamics CRM Forum

Termed Customer Best Practices

  • 1.  Termed Customer Best Practices

    Posted 5 days ago
    ​Our organization is looking for best practices regarding stale data elements on termed customers.  We are considering removing some data elements or resetting them to the default values.  And there have been discussion around when it is best to make the change - at the time they term or when they become a prospect once again.  And another consideration is losing the historical data if we reset the values.  So we are curious to see how other organizations are managing the stale data on termed accounts.

    Colleen McKeever
    Independence Blue Cross
    Philadelphia PA