Spring cleaning is not just for cupboards. Your data needs attention too. This 45-minute checklist will tidy up your CRM.
The Data Cleanup Checklist
- Find and merge duplicate contacts
- Fix inconsistent company names
- Update outdated phone numbers
- Remove bounced email addresses
- Standardise address formats
- Delete test records
Start with duplicates. They cause the most problems. Most CRM systems have tools to find them automatically.
Download our data cleanup template to get started.
Talk to SMXi
Need help with data cleanup? Get in touch for expert guidance.
