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Faulty to Flawless: Clean CRM Data for Productive Selling

Faulty to Flawless: Clean CRM Data for Productive Selling

Effective selling is all about good time management. But what happens when your sales reps are focusing on the wrong prospects because of the quality of data in your CRM? 

44% of companies estimate their company loses over 10% in annual revenue due to poor-quality CRM data (source).  This is not just your problem, it’s a company-wide issue.

Don't give up! Save your team from common productivity pitfalls with a cleaner CRM.

Discussion topics

  • Mitigate ongoing data challenges with best-in-class data governance and workflows

  • Manage duplicates across leads, accounts, and opportunities

  • Connect internal & external data sources to improve data accuracy

  • Lead with data and make a compelling recommendation or case to leadership

Key Takeaways

  • Future-proof your processes. Set up a super-user group to workshop new processes before releasing them to the masses

  • Create a standard match and merge process. First, identify what can be automated and what should be kept manual. Use a unique identifier to assist with the “source of truth.”

  • Connect internal & third-party data sources to surface account linkages and facilitate land and expand opportunities.

  • Hold a session with Marketing & Sales to agree on the lead data that is needed to act the next step in the sales process effectively.

  • Revisit your page layouts in Salesforce. Reorder the content based on what is most important and what your team needs to see to sell more efficiently.

Resources